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BlissPoint Access

Clients & Sales

A CRM That Turns a Won Deal Into an Invoice — Automatically

See every deal you're working on, on one board, from first conversation to signed. Log calls and notes as you go, and when a deal is won, turn it into an invoice with one click.

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  • 14 days free
  • No credit card needed
  • In every plan, from $10 a month
Every deal on one board, from first hello to signed.

Take a look inside

Real screens from CRM & Sales Pipeline, filled in for a sample business. Select any screen to see it full size.

Open a deal to see its value, stage and every note.
Pipeline value, money won and win rate at a glance.

Why BlissPoint Access over HubSpot, Pipedrive, Salesforce?

  • ✓A won deal converts directly into an invoice, one click, instead of manually re-entering the deal into separate invoicing software like every standalone CRM requires.
  • ✓No per-seat pricing scaling against you as HubSpot and Salesforce's does — it's bundled with your plan.
  • ✓Deal and contact data shared with Client Portal and Scheduling, so nothing is entered twice.

What You Get

  • Visual sales pipeline by stage
  • Call and note logging per deal
  • One-click convert a won deal to an invoice
  • Shared contact data across Client Portal and Scheduling

Frequently Asked Questions

Can I convert a deal directly into an invoice?

Yes — a won deal converts to an invoice in one click, with line items ready to review.

Is there a limit on deals or contacts?

No hard limit for normal small-business use.

Does this replace the need for a separate invoicing tool?

No separate tool needed — it connects directly to Invoicing already on the platform.

Ready to use CRM & Sales Pipeline?

It comes with every BlissPoint plan, along with every other tool your business needs. Try it all free for 14 days, no credit card needed.

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Other Useful Tools

Client Portal & Document Collaboration

Share Documents With Clients — No Account Needed on Their End

Contacts

Every Customer, Every Tool, One Timeline

Free Tool

File Compression

Compress Files and Images, Free, Right in Your Browser

Coming Soon

A look at what's next as BlissPoint Access keeps growing.

The Next Chapter

Payroll and benefits, embedded business banking with virtual cards, business insurance, international money transfers and small business lending — joining the invoicing in any currency and credit building that are already live.

Creator Payments, Merch & Livestreaming

Tips, memberships, digital products, print-on-demand merch and livestreaming — joining the creator home page, owned audience list and Lifeboat backup that are already live.

Education & Tutoring Platform

AI-guided lessons plus live tutors for languages, music, art, trades, and more — for students and lifelong learners alike.

Even More on the Way

An all-inclusive property management suite, human resources software, personal finance tools, more wellness and mental health tools, and much, much more…

See everything BlissPoint Access offers →