Quotation & Proposals

Invoices will be sent once the quotations are approved by your customers. in the kanban view, track the total amount and due and see the details.

Sales & Quotation Automation

Send quotes, get approval, send payment reminders, get paid, auto send invoice, email follow ups, convert to order, everything in one centralized app.

Automated AI Bot:

No manual work, no more paper work.

Automate the entire business process. Send automatic payment reminders to all customers. Quotations get automatically converted into orders after receiving a certain order amount. Auto-assignment of proposals to the next available agent Track and monitor payments for each customer.

Payment reminder & customer communication

Our AI tools send automated followup emails to your customers to receive payments. Communicate with your customer on every step from creating a quotation to receiving payments.

Custom workflow

Define your custom workflow to manage the sales process as per your requirement.