Quoting, Invoicing, & CRM

From first impression to final payment—handle it all with ease.

Lift Office helps you manage every step of the customer journey, from quoting and approvals to invoicing and follow-up. It's built for busy teams that want to work smarter—not get stuck in spreadsheets, email chains, or systems that don’t talk to each other.

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Key Features

Handle quotes, invoices, and customer relationships without switching tools. Lift Office brings everything into one streamlined flow—from proposal to payment.

  • Automated Quoting

    Create accurate, branded quotes in minutes, and send them for client approval with one click.

  • Instant Invoicing

    Convert approved quotes into invoices instantly—no re-entry, no wasted time.

  • QuickBooks Online Integration

    Sync all invoice data, PDFs, and statements directly with QBO to keep your books clean and current.

  • CRM Built-In

    Manage customer info, history, and communication in one place—no need for another system.

  • Approval Workflows

    Set up digital approval flows so clients can review and approve quotes from any device.

  • Dashboard Insights

    See expected revenue, invoice aging, and client activity in real time with custom dashboards.

Integrations for Quoting, Invoicing, & CRM

Lift Office integrates seamlessly with the tools that power your quoting and billing—like QuickBooks, Google Workspace, and Twilio—so your entire workflow stays in sync. No more manual entry, disconnected systems, or missed approvals—just smooth, automated handoffs from quote to invoice.

Ready when you are.

If your current software isn’t cutting it, let’s talk. We’ll walk through what’s working, what’s not, and whether a custom solution makes sense for your team. No pitches—just a practical conversation.

Let's Chat