A sales pipeline that ends in an invoice
Keep leads, deals and customers beside the invoices they become, so closing a deal and getting paid are one workflow.
- Deal pipeline. Stages that describe evidence, with one click from a won deal to an invoice.
- Customers. Master records with tax IDs, terms and statements.
- Sales orders. Order to invoice without re-keying anything.
- Recurring invoices. Subscriptions and retainers billed on a schedule.
Frequently asked questions
Can sales staff see finance data?
No. Role-based access limits sales users to invoicing and customers.