Quotes and invoices from your CRM
Control every sale
from start to finish.
From the moment a prospect appears to the moment you get paid. No app-switching, no losing the thread.
14-day trial, no card Per company, not per user Professional: 99 € a month, paid yearly
1 · Lead
A lead comes in.
You already know if it’s hot.
Turn visitors into clients with lead capture forms and lead qualification. Every lead arrives with its source and a score that explains why.
- Forms you paste into your website, with the campaign each visitor came from
- Automatic scoring with your own rules and weights
- Bulk import that detects duplicates
Manuel
Silvia Aragón2 · Opportunity
Every sale at its stage.
And what’s coming in.
Track every potential sale stage by stage until it closes, with a revenue forecast. Right next to it, each client’s history: calls, emails, meetings and notes.
- Visual pipeline with a weighted revenue forecast
- Automations that send the email or notify your team
- Sales reports on the Advanced plan
3 · Quote
Your client signs from the link. No account.
Send the quote and they sign it on their phone or computer, with a finger or a mouse. You get notified and turn it into an invoice in one click.
- Several signers on the same quote
- Document hash and a verifiable PDF certificate
- From quote to invoice, or to project, in one click
4 · Invoice and payment
Invoice, collect,
and forget about it.
Charge the invoice to your client’s card from the dashboard and it is marked as paid. No copying data from one program to another.
- Card payments with strong authentication, and full or partial refunds
- Fees and subscriptions that charge themselves every month
- Corrective invoices and credit notes
- Your client sees their invoices and pays them from their portal
And around again
Write the email once.
It sends itself.
Campaigns to your clients and contacts, connected to your CRM, with no importing or exporting.
Campaigns
With test sends and scheduling, and A/B tests that pick the winner on their own.
Lists
Of your clients and contacts, with double opt-in.
Automations
They start with a new lead, a form or a stage change, and send the email, wait or notify your team.
The plan for selling
From first contact to payment, on a single thread.
Professional 99 € a month per company, paid yearly. Excl. taxes.
Leads, lead capture forms, opportunities, card payments and marketing come with Professional. Quotes with electronic signature and invoices are already in Essential.
- Trial14 days, no card
- Users included5 · +15 € per extra user
- Paid yearlysave 360 € a year
- Month to month129 € a month
CRM reports and advanced analytics come with Advanced. What you see depends on your plan and permissions.