From a website lead to a paid invoice
A website visitor leaves a request through the contact form, and the manager needs to move it to payment quickly.
Steps
- 1
The website request lands in the CRM through the form builder; the manager sees it right away in the list of requests.
- 2
The manager creates a deal in one action, and the CRM adds a “Contact the client” activity by itself.
- 3
A proposal is assembled from a template with the client’s data filled in automatically and sent through a unique link.
- 4
After approval, an invoice with line items and VAT is issued, and the client pays it online through a link.
Result
The path from request to payment runs in one system, with no data copied between services and no time lost on approvals.
Features used
- CRM forms & feedback buttonsWebsite form builder, feedback button widget and online chat.
- Sales pipelines & dealsKanban, list and calendar views. Custom stages, colors and sales directions.
- Commercial proposalsProposal builder with templates, placeholders and share-by-link delivery.
- InvoicesInvoicing with line items, VAT, online payment and payment control.
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