CorelentraBooks
The premium, multi-tenant CRM, scheduling, and accounting suite engineered to track quotes, manage subcontractors, calculate materials, and automate invoice payments in a unified workspace.
From estimate to payment, Corelentra Books provides contractors with high-end, dedicated tools to manage projects and bookkeep accurately.
Built-in material calculator lets you plug in formulas and quantities to calculate materials counts instantly and send those over directly to your suppliers.
Assign crews, schedule installations or deliveries, and schedule quotes (on-site visits) with calendar interfaces that sync directly to customers records.
Provide customers with custom branded estimate approval links and client invoice with access to portals to capture digital signatures, review payments and even message you and see your responses.
Create purchase orders, register bills, track subcontractor rates, and calculate employee timesheets for simple accounting.
Access your office records globally at a custom secure domain (e.g. yourname.books.corelentra.com) or connect your own domain.
Synchronize e-commerce orders, inventory list prices, and bulk contractor pricing directly with WooCommerce integration.
Trace fence paths or property perimeters on interactive satellite maps to generate accurate linear footage, material formulas, and project layout drawings for city permits. Accessible in employee quoting workflows or embeddable on public contact forms—with zero API key fees!
Convert website contact form inquiries into CRM leads with attached customer property drawings. Generate instant quotes with 1 click, capture written e-signatures in client portals, and auto-trigger invoice deposit billing.
Attach custom labor payout rates directly to specific invoices. Subcontractors log into dedicated white-labeled portals to digitally sign binding agreements prior to job assignment and track payment ledgers.
Profit sharing for Executives & or Employees. Process Monthly or Quarterly Profit Sharing payments right within Corelentra! What SaaS app gives you these features?
Start with a 14-day free Premium trial. No credit card required. Cancel anytime.
Essential bookkeeping, CRM, expenses, bills log, and invoicing for growing contractors.
Complete project management with materials calculator and crew scheduling.
Fully unlocked enterprise suite with subdomains, timesheets, payroll, and WooCommerce sync.
Join contractors streamlining their office calculations, dispatching work to crews, and collecting invoice card payments seamlessly.
Sign Up NowSelecting the right bookkeeping infrastructure is one of the most critical decisions a growing company can make. In today's digital landscape, businesses are actively conducting an accounting software comparison to determine which systems yield the best return on investment. While generic financial suites have dominated the market for decades, specialized platforms like Corelentra Books are rising in popularity as the ultimate CRM alternatives. By combining dual ledger accounting with industry-specific field tools, Corelentra Books eliminates the need to pay for multiple disconnected software subscriptions.
Using separate systems for sales and financial reporting creates data silos, duplicate entry errors, and missed billing opportunities. Corelentra Books acts as an all in one bookkeeping and CRM platform, uniting front-office client relationships with backend financial ledgers. From the moment a lead is captured, it is logged into our secure CRM where sales reps can track communications and monitor deals through our visual pipeline management software.
Once a quote is ready, the system uses its integrated database to generate estimates instantly. When a client signs, the platform initiates a CRM with built in invoicing workflow. This small business CRM and accounting integration ensures that customer contact details, job sites, scheduling events, and payment balances remain perfectly aligned across your entire team.
For years, independent contractors and growing companies have struggled to find a balance between price and features. When reviewing the market, the search for the best bookkeeping software for small business operations often leads to overly complex systems designed for corporate accountants rather than small business owners. Corelentra Books provides a refreshing alternative: affordable accounting software for freelancers and scaling teams that delivers robust financial features without the steep learning curve.
Our cloud based bookkeeping software gives business owners real-time visibility into their financial health. Generate profit and loss statements, run accounts receivable aging reports, view balance sheets, and review double-entry ledger listings on the go. Whether you are working from a desktop in the office or on a mobile phone at a project site, your financial records are always secure and up to date.
Manually entering receipts and bank statements is one of the biggest time-wasters in business administration. Corelentra Books functions as an automated bookkeeping software suite, automatically recording transactions, matching payments to outstanding client accounts, and updating invoice statuses.
Furthermore, our integrated expense tracking software for small business audits makes capturing tax deductions painless. Categorize utility bills, record fuel purchases, track vendor payments, and attach digital receipts directly to ledger transactions. When tax season arrives, your accountant can log in directly to download clean, pre-categorized reports, saving you thousands in auditing fees.
Paying employees and billing clients shouldn't require two different logins. Our consolidated payroll and invoicing software lets you manage hourly timesheets, calculate paychecks with federal and state tax deductions, track PTO accruals, and record vendor payouts in the exact same place you log client payments. Because the payroll engine is built into the general ledger, labor expenses automatically post to your chart of accounts as they are approved, giving you an instantly accurate view of your net profit margins.
| Feature Capability | Corelentra Books | Traditional CRM's |
|---|---|---|
| All-in-One CRM & Invoicing | Included (Built-in) | Included |
| Customer Portals | Included (Basic Tier) | Requires Paid Sync Tool |
| Android IOS Apple Apps | Included (Basic Tier) | Sometimes Provided |
| Card Payment Portal | Included (requires Square or Stripe Connection) (Basic Tier) |
Requires Add-ons |
| Secure Subcontractor & Vendor Portals | Included (With E-Signing) | Requires 3rd Party App |
| Secure Customer & Vendor Portals | Included (With E-Signing & Payments) | Requires 3rd Party App |
| Dynamic Materials Calculator | Included (With Custom Formulas) (Advanced Tier) | Not Available |
| Timesheets & Payroll Logs | High Monthly Fee Per Employee | |
| Scheduling & Calendar Sync | Included (Advanced Tier) | Requires Paid Sync Tool or Add-Ons |
| E-Commerce WooCommerce Sync | Included (Premium Tier) | Requires Paid Sync Tool |
| Profit Sharing Ledger | Included (Premium Tier) | Not Available / External Tools |
| Map Measuring Tool Admin & Contact Forms | Included (Premium Tier) | Requires Paid Sync Tool
Requires Additional outsourced subscription |
Included (Premium Tier) By choosing an integrated CRM and accounting software over legacy standalone tools, your business reduces administration hours, prevents client communication gaps, and captures more revenue per job. Try Corelentra Books today and experience bookkeeping designed for the modern contractor.