Rillet Sales & CRM
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
Rillet offers foundational sales capabilities suitable for basic needs. Advanced requirements typically need add-ons or third-party integrations.
What's in Rillet sales & CRM
The sales & CRM scope Rillet ships, grouped as the product itself organises it.
Contracts14
Covers drafting, staging, amending, and closing out revenue contracts, from manual entry through bulk import and AI-assisted upload.
- Add a ContractCovers manually creating a new revenue contract and its line items.
- Managing ContractsCovers viewing and editing an existing contract's items and revenue schedule.
- Copy ContractsCovers duplicating an existing contract as a starting point for a new one.
- How to Create an Auto-Renewing ContractCovers configuring a contract to automatically extend at term end without manual re-entry.
- View GL Impact for Usage CyclesCovers seeing how a usage-billing cycle posts to the general ledger.
- Add a ContractCovers manually creating a new revenue contract and its line items.
- Managing ContractsCovers viewing and editing an existing contract's items and revenue schedule.
- Copy ContractsCovers duplicating an existing contract as a starting point for a new one.
- How to Create an Auto-Renewing ContractCovers configuring a contract to automatically extend at term end without manual re-entry.
- View GL Impact for Usage CyclesCovers seeing how a usage-billing cycle posts to the general ledger.
- Smart Contract UploadCovers uploading a contract document and having Rillet extract its terms automatically.
- Generate 606 Analysis in RilletCovers producing an ASC 606 revenue-recognition analysis for a contract.
- Import Contracts in BulkCovers loading many contracts at once via a CSV template.
- Contract Amendments (API)Covers applying or previewing a change to an in-flight contract via the API.
- Draft Contracts (API)Covers staging a contract in a draft, pre-approval state before it becomes binding.
- Contract Item Usage Tracking (API)Covers recording, retrieving, and removing metered usage quantities against a contract line item.
- Set Contract End Date (API)Covers closing out an open-ended contract by giving it a fixed end date.
- Delete a Contract (API)Covers permanently deleting a contract record via the API.
Will Rillet meet your contracts needs? Build your requirements and perform a full analysis.
Build my requirements →Invoicing & Payments29
Covers creating and sending customer invoices, collecting and recording payments against them, and handling exceptions like credits, refunds, and write-offs.
- Create a New InvoiceCovers manually creating a customer invoice with line items and taxes.
- Send InvoicesCovers emailing a finalized invoice to a customer.
- Add Billing Periods to InvoicesCovers tagging an invoice with the service period it bills for.
- Automated Invoice FrequencyCovers setting a recurring cadence so invoices generate automatically.
- Customer Address Validation for InvoicingCovers checking a customer's billing address for validity before invoicing.
- Create a New InvoiceCovers manually creating a customer invoice with line items and taxes.
- Send InvoicesCovers emailing a finalized invoice to a customer.
- Add Billing Periods to InvoicesCovers tagging an invoice with the service period it bills for.
- Automated Invoice FrequencyCovers setting a recurring cadence so invoices generate automatically.
- Customer Address Validation for InvoicingCovers checking a customer's billing address for validity before invoicing.
- Create a Refund TransactionCovers issuing a refund back to a customer against a prior payment.
- Auto-Pay SettingsCovers enabling automatic charging of a customer's saved payment method when invoices come due.
- Apply an Open Credit to an InvoiceCovers offsetting an outstanding invoice with an existing customer credit balance.
- Import Credit MemosCovers bulk-loading customer credit memos via a CSV template.
- Customer OverpaymentCovers handling a customer payment that exceeds the invoice amount owed.
- Use Dynamic Mentions in Invoice CommunicationsCovers inserting variable placeholders like customer name into invoice emails.
- Custom Email for InvoicingCovers sending invoice emails from a company's own address rather than a Rillet default.
- Custom Brand Colors for Customer DocumentsCovers applying a company's brand colors to invoice PDFs and portals.
- Turn Off Automatic RemindersCovers disabling scheduled reminder emails for overdue invoices.
- Add a Credit MemoCovers manually creating a credit memo that reduces a customer's balance owed.
- Create a New ProductCovers defining a sellable product or service and its pricing so it can be added to contracts and invoices.
- Add a New Customer to RilletCovers creating the master record for a new customer that can then be billed.
- Managing CustomersCovers editing an existing customer's billing profile and details.
- Customer StatusCovers the states a customer record can be in, such as active or churned.
- Customer StatementsCovers generating a statement summarizing a customer's invoice and payment history.
- Invoice a New CustomerCovers the end-to-end steps to bill a newly added customer for the first time.
- Write Off Bad DebtCovers recording an invoice as uncollectible so it no longer counts toward AR.
- Record & Reverse Invoice Payments (API)Covers recording, correcting, or reversing a payment applied to an invoice via the API.
- Update or Delete an Invoice (API)Covers replacing or permanently deleting an invoice record via the API.
- Recalculate Invoice Taxes (API)Covers refreshing the tax lines on an invoice after a rate or address change.
- Mark Invoice Sent Status (API)Covers flagging an invoice as delivered to the customer via the API.
- Credit Memo Applications (API)Covers applying or clearing how a credit memo offsets one or more invoices via the API.
- Update or Delete a Credit Memo (API)Covers editing or removing a credit memo record via the API.
Will Rillet meet your invoicing & payments needs? Build your requirements and perform a full analysis.
Build my requirements →Usage-Based & Minimum Commitments8
Covers billing customers based on metered usage plus minimum spend commitments, including uploading and adjusting usage data.
- Create a Usage-Based ProductCovers configuring a product priced by metered usage rather than a flat fee.
- Add a Usage-Based ContractCovers building a contract line item that bills against usage volume.
- Upload Usage DataCovers importing metered usage quantities in bulk for a billing period.
- Set Up the Usage Minimum CommitmentCovers configuring a minimum spend floor that applies regardless of actual usage.
- Set Up Commitment ContractsCovers building a contract structured around a committed spend or volume level.
- Create a Usage-Based ProductCovers configuring a product priced by metered usage rather than a flat fee.
- Add a Usage-Based ContractCovers building a contract line item that bills against usage volume.
- Upload Usage DataCovers importing metered usage quantities in bulk for a billing period.
- Set Up the Usage Minimum CommitmentCovers configuring a minimum spend floor that applies regardless of actual usage.
- Set Up Commitment ContractsCovers building a contract structured around a committed spend or volume level.
- Remove Usage AmountsCovers deleting previously entered usage quantities for a given date.
- Update Existing Usage AmountsCovers correcting a previously entered usage quantity.
Will Rillet meet your usage-based & minimum commitments needs? Build your requirements and perform a full analysis.
Build my requirements →The Rillet Evaluation Kit
An independent assessment of Rillet — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Rillet Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Rillet independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Rillet Evaluation Kit
Rillet add-ons & integrations
Extend Rillet with best-of-breed software that integrates with it:
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★★ strong | Micro and small businesses — especially project-based service firms — that want ERP breadth without an implementation project | $24.90/user/mo | Hours to days (self-serve) |
Evaluating sales on Rillet
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Rillet starts at a custom quote with a typical total cost of Not publicly disclosed and a 4–10 weeks implementation.
Full Rillet pricing breakdown →Need help evaluating Rillet sales?
Tell us what you need it to do and we'll help you work out whether Rillet is the right fit — and which partners have done it before.
Rillet Sales & CRM FAQ
Does Rillet manage customer contracts for revenue recognition?
Yes — Contracts covers drafting, staging, amending, and closing out revenue contracts, from manual entry through bulk import and AI-assisted upload, feeding directly into Rillet's revenue recognition engine.
Can Rillet bill customers based on usage plus a minimum commitment?
Yes — Usage-Based & Minimum Commitments covers billing customers on metered usage plus minimum spend commitments, including uploading and adjusting usage data, a common SaaS pricing structure Rillet supports natively.
Is Rillet's CRM capability a sales pipeline tool?
No — Rillet's CRM-adjacent capability is rated basic and centers on contract and billing records rather than lead or opportunity management. Sales teams typically run a separate CRM that feeds contract data into Rillet.
How does Rillet handle bulk contract imports?
Contracts supports bulk import and AI-assisted upload alongside manual entry, useful for companies migrating a large existing contract base onto Rillet from NetSuite, Sage Intacct, or spreadsheets.
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