Invoices
Create and manage invoices from customer records, with document generation and payment status in the workspace.
All solutions 
CRM & team operations
Every relationship. The whole story.
Connect contacts, communication, projects, and billing in one workspace. Keep the context behind each relationship available to the team, from the first conversation to the next invoice.
- Contacts & history
- Email & projects
- Invoices & contracts
From a contact record to the next action.
For teams coordinating customers, partners, members, and projects. Keep the information and the work together as relationships develop.
01 / Understand
Contacts with context.
Build a useful record of people and organizations. Connect relationships, categorize contacts, and keep notes and conversation history where the next colleague can find them.
- Import existing contacts and structure people and company relationships.
- Record conversations and follow-ups alongside the contact.
02 / Communicate
Keep conversations connected.
Manage email and newsletters alongside contact information. Shared communication gives the team a clearer view of what has already been discussed and what needs a reply.
- Bring inbound and outbound messages into the workspace.
- Use templates and mailing lists for repeat communication.
03 / Deliver
Turn the conversation into a plan.
Connect projects, participants, tasks, and milestones. Move from the relationship to the work without losing the decisions and people behind it.
- Organize tasks and milestones along a project timeline.
- Keep participants and linked documents close to the work.
Built around the use case
The work around the relationship, covered.
Recurring contracts
Manage contract assignments and recurring billing alongside the customer relationship.
Documents
Store and connect relevant documents so the team can find the material behind a conversation or project.
Mailing lists
Organize contacts into mailing lists and prepare newsletters within the same communication workflow.
Events and participants
Link event invitations and participation to contacts, keeping event activity in context.
Controlled access
Manage team permissions and use closed web apps when selected contacts need access to shared information.
06 / Invoices & Contracts
From contact to payment.
Bill individual services or manage ongoing contracts: invoices, online payments, and recurring billing remain connected to CRM contacts.
Send invoices. Get paid online.
Create invoices directly for existing CRM contacts and send them via email with a PDF and payment link.
- Create standards-compliant e-invoices in ZUGFeRD format with structured line items, prices, and taxes.
- Allow the invoice to be paid online via the payment link using the enabled payment methods.
- Keep track of drafts, sent, and paid invoices in one central place.
Ongoing services. Recurring billing.
Manage membership fees, service packages, or other ongoing services as contracts and bill them monthly or annually.
- Define the price, tax rate, billing period, and payment due date in the contract.
- Assign contracts to CRM contacts with an individual start date and manage their status.
- Automatically generate invoices on the scheduled billing date and track the payment status.
Online payments require a set-up payment provider. The available payment methods depend on the organization's setup; a supported payment method is required for recurring contract payments.
Connecting guests and teams at
Before getting started
Practical questions. Clear answers.
Can existing contacts be imported?
Yes. Contact import is available. Check the source fields, company relationships, and potential duplicates before bringing an existing contact database into the workspace.
How are projects connected to the CRM?
Projects can connect participants, tasks, milestones, and documents. The team can organize delivery around the people and organizations involved.
Can the team send emails and newsletters?
Yes. Scoutello supports inbound and outbound email, templates, and mailing lists. Email setup and the relevant sending allowances should be reviewed before rollout.
Are invoices and recurring contracts included?
Scoutello includes invoice and contract workflows linked to customers. Payment collection depends on the configured payment setup; review available methods and provider fees for the organization.
Can CRM be used without guest-facing apps?
Yes. Start with contacts, communication, and team operations. Guest guides, tours, and events can be added when they become relevant.
BUILT AROUND THE JOB
Start with one.
Do more together.
Start selling paid guides for free, or choose modules, adjust usage and see the complete price.
Highest-priced subscription module at full price; 20% off additional modules.All prices exclude VAT.
CREATE & SELL
An original guide. A path of its own.
Create an account without choosing a module and sell paid tours or guides with no recurring subscription. The Guides module covers freely accessible guides with activations.
Includes: 20 published paid Guides and unlimited trial use.
Start for free0,00 € / month30 %
standard platform fee per sale; individual terms may differ
Payment processing is additional. Editorial services, distribution support and AI generation are not automatically included. Purchased guide access does not use a Guides subscription allowance.
The details that make a difference.
When can invitation capacity change?
The ongoing subscription can be cancelled monthly. Higher invitation capacity is available after payment; reductions take effect at the next renewal. Invitations already issued remain valid for later events.
How do annual payment and allowances work?
Annual payment covers twelve months and saves 10% after the bundle discount. Monthly allowances do not accumulate across the year. Event emails earned through invitations remain available for that event.
How do invitations for later events count?
Invitations count in the month they are first issued, even when the event takes place later. Each person counts once per event. Reducing the plan later preserves those invitations and their event-email allowance.
Do contact records require a CRM subscription?
500 stored contacts are included, or 1,000 with the CRM module. Each additional 1,000 contacts costs €5 per month. CRM adds relationships, interaction history, opportunities and follow-up. The allowance applies once per organization.
What happens when usage grows?
When the purchased limit is reached, no further invitations can be issued until capacity is increased. Invitations already issued and existing event access remain available.
How are repeat and anonymous visits counted?
Known people are deduplicated by account or access token. Anonymous visits use a browser identifier; different devices may count separately. Staff previews, bots and duplicate imports are excluded.