Sell and get paid

From the first conversation to the money in the bank: contacts, leads, quotations, orders, invoices, payments and subscriptions.

Contacts

Contacts are customers, suppliers or both, people or organisations. Each has tax details, addresses, a payment term, a credit limit, a price list and a customer group. The duplicate finder merges records that share an email, phone or name. Import from a spreadsheet with the Import button; the columns are matched by their headings.

Customers with an email can be invited to the customer portal, where they see their quotations, invoices, payments, tickets and shared documents and can pay online.

CRM and leads

Leads move through the stages of a pipeline. Assign them to a salesperson or let assignment rules and round robin do it per team. Each lead carries a score from its source, size and activity, an expected value and close date, and a log of calls, emails and meetings. Lost leads record a reason so the win/loss analysis has something to say. Web forms and landing pages capture leads straight into the pipeline.

Sales teams have monthly targets; the leaderboard shows who is on track.

Products and price lists

Products can be goods or services, with a cost, a selling price, a tax, a barcode and an optional stock policy. Variants (size, colour) are generated from attributes. Price lists give special prices per customer group, currency or quantity; promotions give time-boxed discounts. The till, quotations and invoices all respect them.

Quotations and sales orders

A quotation is a priced proposal with sections, optional lines and expiry. Send it as a PDF, let the customer accept it in the portal, then convert it to a sales order. Orders carry an invoicing policy (on order, on delivery, by percentage or milestone) and feed stock reservations and deliveries when Inventory is on.

Invoices

Invoices are drafted, then issued, which gives them a number from the sequence and locks them. Issued invoices can be sent by email or WhatsApp, carry a QR code and a pay link, and post themselves to the ledger when Accounting is on. Proforma invoices, debit notes and credit notes share the same screen. Overdue invoices escalate through dunning levels with reminder emails; customer statements summarise what each customer owes.

Where the tax authority requires it, invoices are reported automatically: KRA eTIMS in Kenya, FIRS in Nigeria, ETA in Egypt. The receipt signature and verification code print on the PDF.

Getting paid

Record payments against invoices in cash, bank transfer, mobile money or card. Online payments through M-Pesa, Paystack, Flutterwave or Stripe come in by themselves through the pay link and the portal. Partial payments, overpayments and withholding tax are all handled; every payment can be matched to a bank line during reconciliation.

Subscriptions

Recurring plans bill customers monthly or yearly, with proration when they change plan, a self-service upgrade and cancellation page in the portal, revenue and churn analytics, and hooks for hosting providers (WHM/cPanel accounts are created, suspended and resumed as the subscription changes).