Quote, bill and collect, on one platform.
Orders, invoices, payments and subscriptions, tied to your CRM.
B2B sales and subscription businesses need to move fast. Ambivo ERP ties orders to customer records, automates invoicing, runs recurring billing and shows your cash flow as it happens. It is all one tool.
Customer journey
See how ERP fits into the way your team works, from the first step to the result.
From quote to collected cash
Orders, invoices and subscriptions run on the same customer data your sales team already owns. One record, always current.
Quote approved
Products, plans, and pricing come from the same records CRM and Books already use.
Order created
Orders tie to the customer profile in CRM. Line items, terms and status sit in one place.
Payment captured
Stripe, PayPal or Wise. Funds are recorded the moment the charge clears.
Order complete
Status updates flow back to CRM so support and sales see the full picture.
Subscription renewed
Recurring billing through Stripe keeps revenue predictable.
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Cash in Books
Payments post to the ledger on their own. What customers owe you stays current.
The challenge
Sound familiar?
The problem
- Order and CRM data live in separate systems
- Manual invoicing and payment follow-ups delay cash collection
- Subscription renewals aren't tracked
- Payment reconciliation is a spreadsheet nightmare
How ERP solves it
- ✓Every order linked to the customer record, for a complete sales history
- ✓Automatic invoice generation, with Stripe retrying failed payments
- ✓Recurring billing through Stripe, which retries failed payments
- ✓Order data flows to Ambivo Books and posts itself
Features
Order-to-cash, unified
Order management
Create orders from quotes or CRM opportunities. Line-item detail, status workflows, and batch import with bulk actions.
Invoicing & payment
Invoices raise themselves, with payment terms and several methods: card, ACH, wire and PayPal through Stripe.
Subscriptions & recurring billing
Flexible subscription plans billed through Stripe, which retries failed charges for you.
Products & pricing
Central product library with variants, customer-specific pricing, and COGS tracking for quotes and billing.
Order status workflows
Track an order from quote to paid, with status visible in CRM. Support and sales see the same thing.
Cash flow & revenue reporting
Receivables and payables aging, with paid and outstanding status on every invoice.
Why ERP
Built different, by design
Customer data stays unified
Orders tie to CRM records, so you see each customer's full lifetime value.
Cash moves faster
Automatic invoicing and Stripe payment links reduce days to cash.
Subscriptions aren't an afterthought
Renewal tracking with reminders at 90, 60, 30 and 15 days, and a renewal deal opened for you.
Accounting is built in
Invoices reach Ambivo Books on their own, posted to the ledger within five minutes.
How it works
Three steps to get started
Quote & order
Create orders from CRM opportunities or approved quotes.
Bill & collect
Auto-generate invoices and accept card payments through Stripe.
Track & forecast
Monitor order status, revenue, and MRR/ARR from one dashboard.
Use Cases
Where ERP shines
SaaS & subscriptions
Recurring billing through Stripe, with renewal tracking on every subscription.
Wholesale & B2B
Bulk orders, customer-specific pricing, net terms, and commission calculations driven by order data.
Platform features
Related capabilities
Explore platform features that work alongside this product.
Ambivo Ecosystem
Part of something bigger
Every order links to a CRM customer record. Payments post to Ambivo Books. Commissions calculate from the real close and the payment received. The full order-to-cash cycle sits on one platform.
Take the next step with ERP
Free plan available. No credit card required.