Today for sales
The day opens with deals that have sat too long, follow-ups due and quotes about to expire — each with a one-tap next step.
Sales pipeline
From first call to paid invoice, in one place
Leads, deals and every call, meeting and follow-up — on a board you can drag, with a weighted view of what is likely to close. When a deal is won, the customer, the quote and the invoice are already in the same system as your books.
From Today to the paid invoice 0/6
Sales starts on the Today screen and ends in your books, without retyping.
- Today: stalled deals and follow-ups due
- A lead arrives — website, referral, WhatsApp
- The deal moves across the board
- A quote from your price list
- Won — the customer is created in one step
- The invoice goes out with a pay link
What's new on the sales screen
Built for a sales lead who also wants to know what was paid.
Typed filters on every list
Filter leads and deals by stage, owner, value range, expected close date or source; the active filters stay as chips you can remove one by one.
Quote to won to invoice
A quote is built from your price list and tax rules; mark the deal won and the customer, terms and credit limit are ready for the first invoice.
Maya on the pipeline
"Which deals are likely to close this month?" Answered from the weighted pipeline, with the deals listed and the records behind them.
What's on the sales screen
Simple enough for a two-person sales team, structured enough for ten.
Leads
People who may buy, with where they came from — website, referral, event, WhatsApp — a hot, warm or cold rating, and what they are interested in. Qualify them, or mark them not a fit.
Deals on a board
New, qualified, proposal, negotiation, won or lost. Drag a deal to the next column, set the expected close date and the chance of winning, and see how many days it has sat in each stage.
Weighted pipeline
Open pipeline, weighted pipeline (value times chance of winning), won this month and win rate — at the top of the screen, from your own deals.
Activities
Calls, meetings, emails and tasks logged against a lead or a deal, with a due date and an outcome. Overdue follow-ups are listed so nothing goes quiet.
Where sales meets the books
The point of a pipeline inside your ERP.
Won deal, new customer
Convert a lead or a won deal to a customer in one step — contacts, payment terms, credit limit and WhatsApp number ready for the first invoice.
Quote to invoice
Quotes, orders and invoices live in Sales, next to the pipeline. Prices come from the price list, tax from your country pack, and the Collector follows up on what is owed.
The Seller agent in chat
A customer orders in chat; the Seller drafts the order, checks stock and credit, and puts it in your inbox to approve. Nothing is sent without you.
Ask Maya about your pipeline
Questions the sales screen comes with.
What is likely to close
"Which deals are likely to close this month, and what revenue will they bring?" Answered from the weighted pipeline, with the deals listed.
What has stalled
"Which deals have been stuck in one stage too long?" Days in stage and last activity for each, so you know who to call.
How the team is doing
"What is our win rate and average deal size by salesperson this year?" From closed deals, not from a report someone had to build.
Bring your sales process
Tell us your stages and how you follow up today. We will set them up in a demo company and show the pipeline, the weighted view and a won deal becoming an invoice.