Features
Sales and CRM
Coming soonKeep the enquiry, the deal and the follow-up in the same place as the quote and invoice they turn into.
One email when it ships. No newsletter.
What it will do
This module is designed and being built. The list below is the scope we are working to, not a screenshot of a finished product.
Leads that do not live in a notebook
Record the walk-in, the WhatsApp enquiry and the tender notice as leads with a contact, a value and an owner, so the pipeline does not depend on one person remembering.
Leads and deals that turn into quotes
Quotes themselves are already part of Invoicing, with the same layout, currency and VAT as your invoices. Sales will connect each deal to its quote, so a deal that is won leads straight to the invoice without typing a single line again.
A pipeline you can actually see
Move deals through stages you name yourself — enquiry, quoted, negotiating, won — and see what is realistically closing this month rather than what everyone hopes will.
Follow-ups with a date on them
Log the call, the site visit and the WhatsApp message against the deal and set the next action, so a quote sent on Tuesday is not still sitting silent three weeks later.
One customer record, not two
A lead that becomes a customer keeps its history. The deal, the quote and every invoice since sit on the same record, which is also the record invoicing already uses.
Who it is for
- Sales teams of two to ten who follow an enquiry through to the invoice.
- Businesses bidding for tenders that need the paper trail from enquiry to award.
- Owners whose pipeline currently lives in a WhatsApp group and a notebook.
Questions about Sales and CRM
When does it launch?
Sales and CRM is the next module after invoicing is finished. Ask us to tell you when it ships and we will email you the week it is switched on — no newsletter attached.
Will it cost extra?
No. It is included in every plan at the prices published today, and it appears in your account when it ships.
Are quotes part of Sales?
Quotes are in Invoicing today, with the same customers, items, currency and VAT settings as your invoices, so an accepted quote converts without re-entry. Sales will connect a deal to its quote when it ships.
Be told when Sales and CRM ships
Leave your email and we will write once, the week the module is switched on. Invoicing is live now if you would like to start there.
One email when it ships. No newsletter.