Capture leads and deals
Organize customer records and follow-up activity.
FEATURE SPOTLIGHT / SALES AUTOMATION
From opportunity to quotation. From approved work to invoice.
Reduce manual handoffs in CRM, quotations, proposals, invoices and payment recording, while keeping approvals explicit.
Commercial V1 is in preparation; listed features are subject to acceptance.
EXPLORE THE CAPABILITIES
A clear distinction between core workflows and automatic actions.
The ERP source covers quotation/proposal/invoice functions. Automatic event-triggered generation, reminders and approvals require new verified rules.
Prepare proposals and quotations
Use source business-document workflows; actual template and PDF readiness require validation.
Approval and conversion
Planned governed handoff from accepted quotation to invoice.
Sales invoices and receipts
Track invoices and payment records in the finance workflow.
Automatic quote generation
Planned event/template rules; not asserted as currently live.
Recurring billing and reminders
Planned automation and notification integration; not yet verified.
From timesheet to client invoice
Future V1 integration of approved hours, work cost and client billing.
Audit and approval controls
Preserve traceability when business documents and values change.
CONNECTED WORKFLOW
One traceable journey through your operation.
01Lead
02Deal
03Proposal
04Quotation
05Approval
06Invoice
07Payment
08Reports
RELEASE TRANSPARENCY
Do not claim “fully automatic”, “one-click invoice” or “real-time gateway payments” before a reproducible transactional test proves those actions.
View all feature statuses ↗READY TO EXPLORE YOUR OPTIONS?
Plan a more connected operation.
We can discuss your specific workforce, financial and field requirements without making premature availability or pricing claims.
Discuss your requirements