---
title: "SalexHub for services firms: clients, quotes, invoices"
description: "Turn a website request into a client, send a quote they accept from a link, set up the tasks after a call, invoice the work and chase what is late."
url: "https://salexhub.com/solutions/professional-services"
---

# From the first request to the paid invoice.

A services firm sells time and expertise, one client at a time. SalexHub files each request as a deal, drafts the quote and its revisions, books the call, sets up the tasks after it, invoices the work and writes one reminder per late invoice.

## What professional services teams hand to the Agent

Each job ends in a document or a booked slot, and each says where you decide.

- **Turn a website request into a deal**: A form on your site files each request as a contact, with the pages they read that day and where they came from, and opens a deal with its owner. You get: A contact and a deal, with every field kept in a note. You decide: Filing needs no one. A request that only looks like a known contact waits for a person. Needs: Pro and up. [Read the page](https://salexhub.com/product/web)
- **Send a quote your customer accepts from a link**: The Agent drafts the quote from the deal, with your catalog prices and the discount you agreed. The customer opens the link and accepts it under their typed name. You get: A numbered quote on your letterhead, and a won deal when it is accepted. You decide: The draft is a card for your yes; you mark it sent and share the link yourself. [Read the page](https://salexhub.com/product/quotes-and-invoices)
- **Revise a quote after the customer asks**: Say "add ten pro kits" in the chat, and the Agent makes a new revision with the new total. You get: The new revision, with the old one kept as superseded and its link pointing to the new one. You decide: A card for your yes. [Read the page](https://salexhub.com/product/chat)
- **Set up the tasks after a call**: Say "set up the tasks after this call" and the Agent writes each one on the customer's record, with who does it and by when. You get: Tasks on the customer, each with an assignee and a due date. You decide: One card for each task. [Read the page](https://salexhub.com/product/work)
- **Invoice an accepted quote, in full or in parts**: The invoice takes the quote's lines and total on the same letterhead and names its quote. Invoicing in parts, the quote counts what is left. You get: A numbered invoice, dated and locked once issued. You decide: Waits for your yes, unless you chose Full autonomy. An approval rule can add a named approver. [Read the page](https://salexhub.com/product/quotes-and-invoices)
- **Chase late payments, one reminder per invoice**: Ask who is late paying, and the Agent writes one email per overdue invoice to that customer's contact, with the invoice, the amount and how late it is. You get: The reminders, editable on their cards or saved as drafts. You decide: Sending asks first, unless you let the Agent send. Needs: A connected mailbox. [Read the page](https://salexhub.com/product/agent)

## What you work in

- **CRM**: Contacts, companies and deals [CRM](https://salexhub.com/product/crm)
- **Quotes & invoices**: Quotes, invoices and payments [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices)
- **Projects & tasks**: Projects, tasks and whiteboards [Projects & tasks](https://salexhub.com/product/work)

## You decide what goes out

The Agent works with the rights of the person it works for. What it prepares waits for your yes, and approval rules can name who decides an order over an amount or a quote over a discount.

## Start with the core

Start free, set up your organization and let the Agent prepare the work. What it prepares waits for your yes.

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The same page for people: https://salexhub.com/solutions/professional-services. Index of this site for agents: https://salexhub.com/llms.txt