TopNotepad - 2026 Pricing, Features, Reviews & Alternatives

TopNotepad is a cloud-based business management solution for small businesses and freelancers which covers accounting, invoicing, quotes and estimates, customer relationship management (CRM), lead management, expense management, and more.

TopNotepad’s billing and invoicing tools allow users to create branded invoices, with the system automatically populating the relevant fields with the company address, logo, and terms & conditions once the invoice particulars are entered. Custom quotations and estimates can be created in a similar manner, and once approved by clients can be converted into invoices with a single click. Invoices can be sent out to clients, with attached documents or folders, and reminders can also be sent for unpaid invoices. Payments can be logged against invoices, and payment receipts generated and sent out to clients. The client list allows users to track all payments and invoices at the client level. Expenses can also be recorded, linked to specific invoices, grouped into custom categories, and receipts can be uploaded and stored for future reference.

The customer relationship management (CRM) and lead management capabilities of TopNotepad allow users to import leads from CSV files, and either automatically or manually allocate leads to their colleagues. Custom lead pipelines can be set up to reflect the company’s business model, and users can track lead distribution across the pipeline. Users can set reminders to ensure that leads are promptly followed up with, and the built-in dashboard gives an overview of team performance.