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- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Follow up on deals that went quietHear which deals stopped moving, and what would move each one.Mini · Chat
- Invoice an accepted quoteThe invoice from the quote your customer accepted, in full or in parts.Chat · App
- Match one payment to its invoicesOne transfer, several invoices, each marked paid or part paid.Chat · App
- Chase late payments, one reminder per invoiceEvery overdue invoice gets its own reminder, from your own address.Chat · App
- Order what you are short ofA draft purchase order for each supplier, from what your orders need.Chat · App
- Ask for leave without asking the office to countGive the dates; the working days and the balance are counted for you.Chat · App
- Answer website visitors when nobody is at the deskA site agent that answers from your brief and files the lead.On its own
- Clear a morning's paperwork in one requestThe quote, the order, the reminders and the number, waiting for one yes.Chat · App
- See how the month went, and keep the chartAsk in words; get the number, the chart, and the records behind it.Chat · App
SalesFor sales teams
- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Revise a quote after the customer asksSay the change, get the new revision.Chat
- Reply to a new request from your own addressThe first reply, drafted from the deal and sent from your mailbox.App · Chat
- Follow up on deals that went quietHear which deals stopped moving, and what would move each one.Mini · Chat
- Start the week with the deals that need a callEvery Monday, the calls that matter, most valuable first.Mini
- Set up the tasks after a callEvery promise from the call, on the customer, with a name and a date.Chat · App
- Turn business cards into contactsA photo of the cards from the event, and every person is a contact.Chat
- Book a visit from the dealThe visit on the calendar, on the client and on the deal.App · Chat
FinanceFor finance teams
- Invoice an accepted quoteThe invoice from the quote your customer accepted, in full or in parts.Chat · App
- Match one payment to its invoicesOne transfer, several invoices, each marked paid or part paid.Chat · App
- Chase late payments, one reminder per invoiceEvery overdue invoice gets its own reminder, from your own address.Chat · App
- Correct an issued invoice with a credit noteFix a mistake without touching the invoice.App
- Issue a UAE tax invoice in English and ArabicThe tax invoice the law asks for, with its Arabic side.App · Chat
- Hear the day an invoice goes past dueA Mini tells you, with what is owed and a call proposed.Mini
- Export the quarter for your accountantThis quarter's issued invoices, as a spreadsheet, in one sentence.Chat
- Pay suppliers only for what arrivedA supplier's bill is checked against the goods you received.App
- Hold quotes with a big discount for approvalYour limits on price, kept by the Agent and by everyone else.App
OperationsFor operations teams
- Order what you are short ofA draft purchase order for each supplier, from what your orders need.Chat · App
- Receive a delivery against the orderCount what came, post it, and stock is right.App
- Hold stock for a customer's order, then deliver itNo unit promised twice.App · Chat
- Correct stock after a countCounts, damage and opening stock, each with its reason.App
- Start the warehouse day with what arrives and what leavesEvery morning, the day's deliveries in and promises out.Mini
- Catch a late supplier delivery before the customer asksKnow the day an order did not arrive.Mini
- Book a client without double-bookingPeople, rooms and equipment that cannot be in two places.App · Chat
- Move a visit in one sentenceSay when, and it finds the free slot.Chat
PeopleFor people teams
- Set up leave for a company in one stepStatutory leave, a working week and a policy, from the legal entity.App · Chat
- Ask for leave without asking the office to countGive the dates; the working days and the balance are counted for you.Chat · App
- Know who is away next week and hand their tasks overEvery Friday, the week ahead, with nothing left on an empty desk.Mini
- Let a leaver go and keep their workSign-in stops at once; their records stay and move on.App
MarketingFor marketing teams
- Put a form on your siteBuild it here, paste one line, and requests start arriving.App
- Answer website visitors when nobody is at the deskA site agent that answers from your brief and files the lead.On its own
- Score every new request before anyone reads itA workflow reads each request and tells the owner which are worth a look.Workflow
- Put traffic and pipeline by source on one boardWhich sources bring visitors, and which bring deals.App · Chat
Owners
- Clear a morning's paperwork in one requestThe quote, the order, the reminders and the number, waiting for one yes.Chat · App
- Get a morning brief of what needs you firstEvery weekday, the deals due and the customers waiting on you.Mini
- See how the month went, and keep the chartAsk in words; get the number, the chart, and the records behind it.Chat · App
- Set the quarter's goal and hear when it slipsA goal measured every day, and a word when it moves.App · Mini · Workflow
- Approve a large order before it is confirmedAnything over your amount waits for you.App
- Bring your customers in from a spreadsheet or your old CRMExport from what you use today; check it before anything is written.App
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