ERPDelivery notes
Keep a record of goods sent to clients.
Sales · FREE MODULE
Keep the sale moving forward.
Prepare quotes, collect client acceptance and keep the invoices that follow in the same workspace. Add more detail when the way you sell needs it.
01Quotes
02Client acceptance
03Invoices
Core module + free Power add-ons
HOW IT FITS YOUR DAY
Keep the agreement and the invoice in the same story.
- 01
Put the offer in writing
Prepare a quote that captures what you are offering the client.
- 02
Capture acceptance
Keep the client’s acceptance with the quote so the agreement is clear.
- 03
Keep the invoice close
Manage the invoices that follow in the same workspace. Add delivery notes or recurring billing when needed.
POWER ADD-ONS · INCLUDED FREE
More detail.
When you need it.
Keep the essentials simple. Turn on the tools that fit your process, without moving to a paid plan.
Credit notes & storno
Correct an issued invoice with a credit note or a full storno.
Recurring invoices
Support sales that repeat on a regular basis.
Before you get started.
How is Sales different from CRM?
Sales focuses on quotes, client acceptance and invoices. CRM is a separate module on the roadmap and is not available yet.
Do I need every module?
No. Start with this module and activate other areas when you need them. Power add-ons are also optional and free.
FINANCING FROM Sales
An unpaid invoice. A choice about timing.
Open an unpaid invoice and request earlier payment on the outstanding balance. If part has already been paid, the request uses the remaining amount, not the original invoice total.
Unpaid invoice → Remaining balance → Questionnaire
Your record gives you a head start.
The platform carries known details into the shared financing questionnaire. Upload the required PDF, confirm company details and submit for review. An offer, verification and signing come before payout.
Optional financing. Separate fee and agreement. The module remains free.
Explore the next part of your company.
View all modules →Work
Run client, subcontracted and internal work.
- Stages & dates
- Client confirmations
- Internal projects
Purchasing
Follow orders from supplier to delivery.
- Suppliers & orders
- Goods receipts
- Incoming invoices