Quote, invoice, CRM
Channels on one side, the platform in the middle, the business systems on the other. A person approves every quote and invoice before it reaches the customer, and every step is logged.
- Telegram
- Discord
- Web form
quote.agent priced
owner.review approved
invoice.agent raised
email.send delivered
crm.sync linked
- Custom CRM
- Invoicing
- Job board
09:12 quote.draft ready for review · #Q-2207
09:13 owner approved quote → emailed to customer
09:31 customer replied "yes" via WhatsApp
09:31 invoice.raised · #INV-8841
09:33 owner confirmed invoice → emailed to customer
09:33 crm.job status → invoiced