A forecast you can explain
Open pipeline, weighted pipeline (value times chance of winning), won this month and win rate — from your own deals.
For sales leads
What a sales lead gets: a pipeline that knows what was paid
Leads, deals and every follow-up on one board, a weighted view of what is likely to close — and when a deal is won, the customer, quote and invoice are already next to the books.
What changes on day one
Stalled deals, listed
Days in stage and the last activity for every deal, so you know who to call.
Won deal, new customer
Convert a won deal to a customer in one step — contacts, payment terms and credit limit ready for the first invoice.
The screens and agents you use
Always a person, always on record
Credit limits are checked on every order
Customers get business messages only after opting in; replying STOP ends them
Each person sees only what their role allows
Stalled deals, called the same day
Every Monday the sales lead asks Maya which deals have sat in one stage too long, calls those customers, and watches the won ones become invoices with the right credit terms.
An illustrative company from our design-partner program — not a named customer.
Other roles
Owner / founderTen minutes a day: approve from your phone, ask Maya the restCFO / finance directorCash 13 weeks ahead, reports by department, the group combinedFinancial controllerMonth-end as a review: bank matched daily, periods lockedAccountant / bookkeeperBills and bank done by agents; you review exceptions and fileAccounting firmEvery client's books from one login, returns drafted on the 1stOperations managerPurchasing, stock and deliveries — approvals on your phoneHR & payroll managerAttendance and leave into payroll; staff self-service in WhatsApp
Bring your sales stages
We set them up in a demo company and show the pipeline, the weighted view and a won deal becoming an invoice.