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Sales organisation

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

What the workspace opens with

crmquotesinvoicingemail-sequencesworkflowsintegrationsokr

Plus the core every workspace carries — support, notifications, documents, analytics — because a tenant with no documents, no notifications and no analytics is not a smaller product, it is a broken one.

What that lets you do end to end

From work done to money received

  1. 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. (needs the timesheet module, which this vertical does not enable by default)
  2. 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. (needs the projects module, which this vertical does not enable by default)
  3. The invoice is generated from those hours — Line items come from the approved entries. Nothing is retyped, so nothing can disagree.
  4. 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

  1. 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.
  2. 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.
  3. 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.
  4. 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. (needs the projects module, which this vertical does not enable by default)

See it with data in it

A demo workspace set up for sales organisation, seeded and yours for 14 days.

Start one