What you won, beside what you were paid.
Your CRM says a deal was won. Your accounts say whether it was invoiced and whether the customer paid. Connect your accounts system and TellMyCRM puts the two side by side, in your reports, on the Money page and in every answer it gives.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.
Accounts: Xero, QuickBooks, Sage and FreeAgent. Read only: nothing in your accounts is ever changed.
The questions the CRM alone can’t answer.
Won, invoiced, paid
Month by month: what the CRM says was won, what was invoiced and the cash that actually came in. Side by side, never added together.
Won but not invoiced
Deals marked won with no invoice found in the accounts, each with its reason. Before the money slips through the gap.
Who owes you money
The customers with invoices past their due date, how much and how late. And the cash due in over the next 90 days.
A forecast you can check
How much of what each person won was really invoiced and paid. So you know whose forecast to trust.
The same board pack, before and after.
An invented business, Alder Joinery, with its CRM and Xero. The left is its board pack from the CRM alone. The right is the same month with the accounts connected.
The quarter’s forecast
| Person | Forecast |
|---|---|
| Hannah Cole | £240,000 |
| Tom Reid | £210,000 |
| Priya Shah | £190,000 |
| Team | £640,000 |
Not in this report:
Was October’s £186,000 invoiced?
Has the money come in?
Who owes us, and how late?
Whose forecast turns into cash?
The CRM doesn’t know. Its figures stop at “won”.
Won, invoiced and cash received
| Month | Won | Invoiced | Cash |
|---|---|---|---|
| August | £142,000 | £150,200 | £139,600 |
| September | £205,000 | £163,800 | £147,300 |
| October | £186,000 | £171,400 | £158,900 |
Of the £1,820,000 won between a month and a year ago, 92% was invoiced and 85% paid.
Customers who owe money past its due date
| Customer | Overdue | Oldest |
|---|---|---|
| Fenwick Homes | £21,600 | 48 days |
| Marsh & Lyle | £11,400 | 23 days |
| Kestrel Builds | £5,200 | 9 days |
Won, with no invoice found
| Oakridge School – library fit-outWon 12 Sep. No invoice to Oakridge School from 30 days before to now. | £24,000 |
Won deals that could not be checked
| Pell & Co – stair refitWon 3 Oct. Pell & Co is not matched to a Xero customer yet, so this is not called “not invoiced”. | £8,500 |
Cash in the next 90 days: £156,000 from unpaid invoices, of which £38,200 is already overdue.
The board pack
Won against invoiced and paid. How far the forecast held. Cash in the next 90 days. Customers who owe money past its due date. Deals won but not invoiced, and deals invoiced for less than was won.
The forecast
Each person’s forecast beside the share of their wins that usually gets invoiced. A forecast from someone whose wins are always invoiced in full reads differently from one whose wins often aren’t.
The Monday report
Deals won two to three weeks ago with still no invoice found, and the invoices that went overdue last week. Two short lists to act on before the week starts.
A report sent to several people carries only the money all of them may see. If one of them may not see it, the money part is left out, and the rest of the report goes as usual.
See a customer slipping away before the revenue goes.
TellMyCRM reads every customer’s invoices and payments over two years and flags the ones whose buying is changing, each with the reason, so the account manager can pick up the phone while there is still time.
Spending less
A customer whose spend over the last twelve months is down by 30% or more on the twelve months before.
Paying slower
A customer now paying 15 days or more later than they did six months ago. Often the first sign something has changed.
Gone quiet
No invoice for twice as long as their usual gap between orders. If they normally buy every month, you hear about it after two, not at the year end.
Growing customers
The customers whose spend is up by a fifth or more. The ones to give more time to.
What they don’t buy yet
Things most of your customers buy that this one doesn’t. A ready-made reason for the next conversation.
Too much on a few
How much of the year’s revenue rests on your biggest customer, your top five and your top ten.
On the Money page, and in an answer whenever you ask: “Which customers could be leaving?”, “Who should we sell more to?”. Each customer is shown with the reason, from their own invoices.
Won, invoiced, cash and owed are different numbers. They stay different.
Won
The deal’s value in your CRM, on the day it closed. Before VAT, as CRM values are.
Invoiced
Each invoice before VAT, less any credit notes against it, on the day it was raised.
Cash received
Each payment on the day it arrived, less its share of VAT, so it compares with invoiced. An invoice paid in two months counts in each.
Owed
What customers still owe today, including VAT, as they owe it. Overdue is the part past its due date.
How a won deal finds its invoices.
“ACME LIMITED” in your accounts is “Acme Ltd” in your CRM. When the names match once Ltd, Limited and the like are set aside, they are linked on their own. Names that are close but not the same are suggested, and an admin confirms each one once.
Each invoice is counted once, never twice. A won deal whose customer isn’t matched to the accounts is listed apart, with why. It is never called “not invoiced”.
- 01
Named
The invoice’s reference names the deal’s CRM id. The surest link.
- 02
Same customer, same time
An invoice to the deal’s customer from 30 days before it was won to 90 days after.
- 03
Invoiced in stages
When part of the deal was invoiced in that time, later invoices to the same customer, up to a year after it was won.
The money goes only to the people who should see it.
Finance and the board
A finance director, a CEO, a managing director or a founder sees all of it, from their job title.
Sales managers
Their team’s won deals, invoiced and paid, and their own customers’ money in full.
Credit control
The cash coming in, and for each customer what they owe and whether they pay on time (and how late if not).
Salespeople
Only whether their own customers pay on time, and how late. No amounts.
Named people
An admin can let a named person into any area, or keep them out of one: board money, the cash forecast, commission, customer money and customer payment warnings.
The same everywhere
The Money page, the reports, the exports and every answer in chat show each person only what they may see.
Ask about the money the way you’d ask your finance director.
In TellMyCRM’s own chat, in Claude or ChatGPT, or on WhatsApp. Or open the Money page, and download it as Excel or PDF.
“Who owes us money?”
Customers with overdue invoices, how much and how late.
“What have we won but not invoiced?”
Each deal with its reason, and the ones that couldn’t be checked kept apart.
“How much cash is coming in?”
The money expected over the next 90 days.
“How far did the forecast hold?”
How much of what was won was invoiced and paid, person by person.
“What’s Tom’s commission this quarter?”
Commission on cash: the money actually paid in on each person’s won deals.
“How does Fenwick Homes pay?”
One customer: what they spend, what they owe and how late they pay. Or ask who to sell more to, and who could be leaving.
Everything in your own currency.
Your currency
Each business’s money is added up in its own currency.
Invoices in another currency
Converted at the rate your accounts system gives for that invoice. Where it gives none, at the European Central Bank’s average for the month.
Or a rate you fix
In a group, a group admin can fix the rate for a currency instead, for example the budget rate for the year. The page says which rate it used.
Xero, QuickBooks, Sage and FreeAgent.
TellMyCRM reads your sales invoices and the payments against them, every three hours. It only reads: it never changes anything in your accounts.
More than one business? See what a group sees →
See what you won, and what you were paid.
Connect your CRM, then your accounts. The first read starts as soon as you connect.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.