Sales organisation

Pipeline, quotes and follow-up: from first contact to signed order.

Con che cosa si apre lo spazio di lavoro

crmquotesinvoicingemail-sequencesworkflowsintegrationsokr

Più il nucleo che ogni spazio di lavoro porta con sé — support, notifications, documents, analytics — perché un tenant senza documenti, senza notifiche e senza analisi non è un prodotto più piccolo: è un prodotto rotto.

Che cosa ti permette di fare dall’inizio alla fine

From work done to money received

Hours are approved, not just entered — An entry passes an internal approval, and — where the contract says so — a client approval through a tokenised link that needs no account. (richiede il modulo timesheet, che questo settore non attiva di default)
The project knows what it has burned — Budget burn is computed from the approved hours, and crossing 80% or 100% raises a digest rather than being noticed at the end of the quarter. (richiede il modulo projects, che questo settore non attiva di default)
The invoice is generated from those hours — Line items come from the approved entries. Nothing is retyped, so nothing can disagree.
And transmitted where the law requires it — Italian e-invoicing goes to the SDI with its receipts tracked as states, not as an email somebody remembers sending.

From a stranger on the website to a signed quote

The enquiry becomes a lead — A web form writes a lead directly into the pipeline, carrying what the visitor said and where they came from — not an inbox nobody works from.
The lead becomes an opportunity — Stages are configured per tenant, and the forecast weights each deal by the probability of the stage it is in and its close date.
The opportunity becomes a quote — Line items priced from a price book, an approval when the margin drops below the threshold, and a share link the client can open without an account.
And a won quote becomes a project — With the tasks, milestones and budget the quote implied — which is the moment the first journey on this page can start again. (richiede il modulo projects, che questo settore non attiva di default)

Guardala con dei dati dentro

Uno spazio configurato per sales organisation, popolato e tuo. Per 15 giorni è una sandbox, poi continua sul piano gratuito — lo stesso spazio, con dentro quello che ci hai messo.

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