Quotes, orders, invoices and payments in multiple currencies — attached to the client and deal they belong to.
Everything you need to excel, built into one seamless experience
Build a quote from reusable products and services, apply your brand, and send it as a PDF or a link. Acceptance converts it into an order and then an invoice without re-entering a single line item.
Raise invoices against the client and the deal so revenue is always attributable. Statuses update automatically as payments land, including partial settlement, which keeps the receivables view honest.
Quote and invoice in the client's currency while reporting in yours. Essential in markets where the buyer, the property and the agency are frequently in three different places.
Management fees, retainers and service contracts issue on schedule automatically rather than depending on someone's calendar reminder each month.
Record full and partial payments against invoices, with the balance and status maintained automatically, so the difference between invoiced and collected is always visible.
Quotes, invoices, receipts and signed documents attach to the client and the deal, so the commercial history of a relationship sits in one place rather than across an inbox and a drive.
Turn your biggest challenges into competitive advantages
Quotes, invoices and payments in three systems
One chain on the client record, with figures that reconcile by construction.
Cross-border billing done by manual conversion
Native multi-currency quoting, invoicing and reporting.
Partial payments break the tracking
Partial settlement is first-class; balances and statuses update automatically.
Revenue not attributable to a deal or agent
Every invoice is raised against the client and deal it came from.
Sending a quote from one system, raising the invoice in another and recording the payment in a third is how figures stop matching. Keeping the whole chain on the client record means the quote that was accepted, the invoice that followed, and the payment that settled it are all one story. For agencies working across borders it also means the currency the client was quoted in is the currency they are invoiced in, without a conversion happening in someone's head.
The quote-to-cash chain is included in every plan: quotes with your branding, conversion to orders and invoices, payment recording with partial settlement, and PDF generation throughout. Multi-currency is native, and products and services are defined once and reused. Add the Finance module on top when you need the reporting layer — receivables aging, P&L and commission statements.
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