Requests come in, quotes go out, won work becomes invoices. Built from your own price list, converted the moment a client accepts, and tracked the whole way.
Quotes that build themselves, invoices that follow.
Every request lands in one inbox. Quotes draw their prices from your own spreadsheet or database, and when a client accepts, the quote becomes an invoice and the client is tracked from there. No re-keying, no chasing from memory.
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
From request to paid, in six steps.
Each step becomes the next on its own. A request becomes a quote, an accepted quote becomes an invoice, and the client is tracked all the way. No retyping between systems.
What it does for you.
The capabilities that sit on top of the client record, configured to your business and ready from day one.
One inbox for every request
Emails, forms and enquiries land in one place, matched to the right client so nothing slips through.
Quotes from your own data
Prices and products pull straight from your spreadsheet or database, so quotes are accurate and go out in minutes.
Accept becomes an invoice
A won quote converts to an order and invoice automatically, with the books updated as it happens.
Clients tracked to paid
Every quote, order and invoice sits on one client record, with follow ups queued until the balance clears.
Pricing rules
Customer specific prices, volume breaks and discount windows, applied automatically when a quote is raised.
Every version kept
Each revision of a quote is saved on the record, so what was sent and when is never a question.
Five capabilities built into the platform.
The things you get when sales runs on the same system as the rest of the business.
Every quote builds your data.
While the team just does the work, the platform captures the data underneath. It feeds your dashboards, your forecasts and the rest of the business.
Quotes & pricing
- Every quote and version sent
- Prices and discounts given
- Win and loss on each deal
- How long quotes take to close
Clients & contacts
- Every client and contact
- The full conversation history
- Who buys what, and how often
- Preferred channel and terms
Orders & invoices
- Orders raised from won quotes
- Invoices and what is outstanding
- Payment behaviour over time
- Revenue by client and by rep
What it powers
- Live sales dashboards
- Forecasts from real pipeline
- AI answers about any client
- One source for the whole business
Four ways to work with us.
Fix one workflow, automate a department, run the whole business on it, or connect what you already have.
Workflow Fix
We fix one workflow, end to end.
- We take one bottleneck
- Build it properly on the platform
- Hand it back to your team to run
A Department
One department, automated on the platform.
- Pick the department to start with
- Set up and configured to your business
- The manual work runs in the background
The Full Platform
The whole business on one system.
- Every department on one database
- One record across the business
- Automations and reporting included
Contextual Workspace
Connect the systems you already use.
- Sits on top of your current tools
- Joins your data into one place
- Ask plain questions across all of it
What sales teams usually want to know.
See the platform in your business.
We walk through what it does for businesses that look like yours.