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Customer Relationship Management (CRM)
Close More Deals with an AI-Powered CRM Built for Labs
Overview
Labii CRM is a complete platform for laboratory and technical sales teams to manage accounts, contacts, opportunities, quotes, invoices, and follow-ups in one place. It combines traditional CRM capabilities with modern AI assistance, deep finance integrations such as QuickBooks and Stripe, and seamless connectivity to Labii modules including project management, LIMS, and sample management. From first touch to delivery, Labii CRM helps teams close deals faster, execute customer-specific work accurately, and maintain a single source of truth across sales and operations.
All Traditional CRM Functions in a Single Workspace
Labii CRM delivers the full CRM foundation your team expects: accounts, contacts, leads, opportunities, activities, tasks, products, quotes, and invoices. Every customer interaction is connected to one account view, so sales reps can track pipeline progress, manage next steps, and collaborate with finance and operations without switching tools.
From Quote to Invoice Without Rework
Create accurate quotes with line items, pricing details, terms, and approval workflows, then convert approved quotes into invoices in a few clicks. Labii CRM keeps quote revisions, customer feedback, signatures, and invoice status in one timeline so reps and finance teams always see the same information. This quote-to-cash continuity reduces manual errors, shortens billing cycles, and helps teams close and collect faster.
QuickBooks + Stripe Integrations for Faster Revenue Operations
Labii CRM connects with QuickBooks and Stripe to keep quotes, invoices, payment links, and payment status synchronized across sales and finance. Sales teams can hand off won deals with clean records, and finance teams can reduce duplicate data entry while accelerating invoicing and collections. This unified integration layer helps organizations move from quote to cash with better visibility and fewer errors.
AI Copilot to Close Deals and Draft Better Follow-Ups
Labii CRM uses AI to support critical sales decisions at every stage of the pipeline. Reps can generate personalized sales emails, draft follow-up messages after calls, and receive suggested next actions based on account activity, quote status, and historical patterns. Teams spend less time writing repetitive outreach and more time advancing high-probability opportunities.
Sales Engagement Intelligence for Every Customer Activity
Track every customer touchpoint in one timeline, from discovery calls to demos, objections, and decision checkpoints. Labii CRM helps teams know when to schedule a demo, what questions the customer asked, and which follow-up is needed to keep momentum. Managers gain activity-level visibility for coaching, while reps maintain consistent and timely engagement.
Manage Customer-Specific Projects from CRM to Delivery
When a deal closes, Labii CRM connects directly to Labii Project Management so teams can plan milestones, assign owners, and track deliverables for each customer account. Sales, project, and operations teams stay aligned on timeline, scope, and commitments without duplicate records. This end-to-end visibility helps organizations deliver faster and protect customer trust after the sale.
Native Integration with ELN, LIMS, and Sample Management
Labii CRM is deeply integrated with Labii ELN, LIMS, and Sample Management so customer records stay connected to experiments, testing requests, samples, and reports. Teams can manage customer-specific testing and scientific workflows while preserving full business context from the sales cycle. This unified architecture is ideal for contract research, diagnostic, and service labs that need both commercial and technical execution in one platform.
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Integrating QuickBooks with Labii provides users with a seamless way to manage customer relationships and finances in one unified platform. By leveraging QuickBooks within Labii, users save time, reduce redundant data entry, and increase accuracy in managing financial data. This integration is particularly beneficial for teams seeking efficient customer data handling and invoice management directly from their Labii CRM and financial management modules.
In the rapidly evolving business landscape of today, the significance of efficient customer relationship management (CRM) cannot be overstated, regardless of a company's scale or magnitude. Labii CRM has emerged as a reliable and feature-rich solution for managing customer interactions, sales processes, and other vital aspects of business relationships. And now, with its latest update, Labii CRM has integrated the Stripe API for invoice payment, providing users with a seamless and secure payment experience. In this blog post, we will explore the benefits of this integration and how Labii CRM can help you streamline your invoicing processes.
Ready to Build Your Own Scientific Applications?
See how Labii can transform your research management. Schedule a live demo or start configuring your system today. Whether you’re looking for a complete ELN/LIMS replacement or building your own lab workflows, Labii gives you everything you need to start fast and scale smart.
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