Lead.
Quote.
Invoice.
CRM software that tracks every customer relationship from first conversation to paid invoice. Pipeline, quotes, orders and follow ups all sit on the same record, on the same platform as the rest of the business.
Your sales work, in one place.
CRM software tracks the journey from a new lead to a paid invoice. Who you are talking to, what you have quoted, what has been ordered. Your sales team works from one record instead of five tools.
The pipeline, in one screen.
Every open deal arranged by stage, with value and age on each card. The deals that matter rise to the top. The ones that have drifted carry that drift on the surface. Drag a card to update the deal, and the customer record stays in step automatically.
- Drag a deal across stages to update the record
- Click a card to open the full customer trail
- Filter by rep, segment, value or age in seconds
One sale, six steps.
Each record promotes to the next on one click. Lead becomes opportunity, opportunity becomes quote, and so on. No retyping between systems.
What the platform does for sales.
The capabilities that sit on top of the customer record, configured to your business and ready from day one.
Lead-to-invoice flow
Lead becomes opportunity becomes quote becomes order becomes invoice. Each step promotes to the next on one click, with no retyping between tools.
Customer portal
Customers see their quotes, orders, invoices and statements through a branded portal. They self-serve so your team doesn't have to.
Pricing rules
Customer specific prices, volume breaks and discount windows, applied automatically when the team raises a quote. No more wrong prices in PDFs.
Quote versioning
Each revision is kept against the deal so 'what was sent when' is never a question. Watermarked, dated, signed off.
AI-drafted follow-ups
When a quote sits idle past its valid-until date, the system drafts a follow-up in your tone, queued for review. Nothing chased by hand.
Activity history
Every conversation, email, quote and order against the customer is on the same record. The next rep picks up exactly where the last one left off.
One customer, one day, six moments.
Scroll through a normal day with a customer. The records move from one step to the next without anyone retyping.
Email lands
Lead becomes opportunity
Quote sent
Order accepted
Invoice goes out
Payment matches itself
The platform matches the sender against your customer list.
An inbound email is routed to the right rep. If the customer is already on file, the rep picks up the existing thread. If not, a new record is drafted from the signature.
One click to promote, with pricing pulled in automatically.
The rep adds the product, value and probability. The opportunity inherits the customer's pricing rules so the quote draft is already accurate.
Versioned, on the channel the customer prefers.
The quote is sent and also visible to the customer in the portal. A follow up is queued for the end of the validity window. Each new version is kept on the record.
The customer accepts, the order is placed.
The order reserves stock in the warehouse, generates the delivery note and queues invoicing for the moment goods ship. Nobody has to retype between systems.
Goods ship and the invoice posts to the books.
The customer sees the invoice in the portal. The same number is visible on your side. There is one figure between you, not two views to reconcile.
The bank feed matches the payment to the invoice automatically.
Open balance updates. Statement settles. The customer is not asked for a remittance because the record never lost track of what was owed and by whom.
Email lands
The platform matches the sender against your customer list.
An inbound email is routed to the right rep. If the customer is already on file, the rep picks up the existing thread. If not, a new record is drafted from the signature.
Lead becomes opportunity
One click to promote, with pricing pulled in automatically.
The rep adds the product, value and probability. The opportunity inherits the customer's pricing rules so the quote draft is already accurate.
Quote sent
Versioned, on the channel the customer prefers.
The quote is sent and also visible to the customer in the portal. A follow up is queued for the end of the validity window. Each new version is kept on the record.
Order accepted
The customer accepts, the order is placed.
The order reserves stock in the warehouse, generates the delivery note and queues invoicing for the moment goods ship. Nobody has to retype between systems.
Invoice goes out
Goods ship and the invoice posts to the books.
The customer sees the invoice in the portal. The same number is visible on your side. There is one figure between you, not two views to reconcile.
Payment matches itself
The bank feed matches the payment to the invoice automatically.
Open balance updates. Statement settles. The customer is not asked for a remittance because the record never lost track of what was owed and by whom.
Five capabilities built into the platform.
The things you get when sales runs on the same system as the rest of the business.
What sits with sales, and what does not.
The sales side connects to every other department. Because the data is shared, work flows between teams without anyone retyping.
Sales & CRM handles
- The customer record
- Leads and the pipeline
- Quotes, orders and invoices
- Pricing and discount rules
- Customer portal access
Customer Service
- Tickets and service levels
- All the channels you take customers on
- Escalation rules
- Knowledge base
Accounting
- Invoices feeding the books
- Customer balances and statements
- Tax on sales lines
- Bank reconciliation
Operations
- Stock and warehouse levels
- Procurement to fulfil sales orders
- Project profitability
- Production where relevant
What you get at each tier.
Records are set up at every tier. The full pipeline, portal and automations light up on Growth.
Workflow Fix
One sales task, scoped and shipped.
- Pick the bottleneck slowing sales down
- Built end to end on the platform
- Handed back to your team with a guide
Essential
Customer records and basic invoicing.
- Customers, contacts and payment terms
- Recurring invoices, statements and customer balances
- Full CRM pipeline arrives on Growth
Growth
The full Sales & CRM module, live.
- Lead, opportunity, quote, order, invoice all on one record
- Pricing rules, customer portal and WhatsApp
- Quote drafting and invoice follow ups running
Full
Sales & CRM, fully embedded.
- Everything in Growth, plus:
- AI opportunity review and custom pipelines
- Cross department forecast and churn dashboards
What sales teams usually want to know.
See your sales pipeline on the platform.
A 45 minute call. We walk through your sales process, the deal stages you actually use, and what running sales on one platform with the rest of the business looks like.