For agency owners, consultants and small service firms
Inquiries, proposals and invoices for service companies
Put an inquiry from your site or email into a client card, prepare a proposal and invoice, then reconcile payment against that document — without searching through messages.
Companies & invoices and Documents are included; AI, card acquiring, telephony and integrations are separate.
No card to register. Companies and invoices is available to the account owner.
Inquiry and document management, without time tracking, hourly billing or project profitability.
- Proposals and invoices from agreed service prices
- Contacts and terms alongside documents
- Invoices issued by the account owner
- client need
- Inquiry
- agreed scope
- Proposal
- payment document
- Invoice
- for this document
- Remainder
How your team works
Keep track of inquiries
- Connected forms and widget requests in one inbox
- Source and contacts for clarification
- Status is managed in the source section
Record the agreement
- Counterparty and contacts
- Service, quantity, price and terms in a proposal
- Review scope with the client before invoicing
Prepare documents
- Your company details
- Proposal, invoice and available closing forms
- PDF for review and delivery
Reconcile payments
- Payment linked to a document
- Outstanding amount per invoice
- Counterparty settlements separate from inquiry status
What you need to start
Owner access
Companies and invoices is currently an owner workspace, not a separately logged-in sales manager’s workspace.
Details and currency
Company, bank details, country, currency and required document form, prepared before invoicing.
Defined service price
Agree on deliverables, quantity and amount. Time is not billed automatically.
One test client
Contact details, agreed proposal and payment deadline. A person reviews incoming email or form data first.
Your first workflow
- 1
Prepare your company
Choose Professional services. As the owner, open Companies and invoices, enter seller details and one fixed-price service.
- 2
Review the request
Check contacts, deliverables, scope, price and terms. Enter reviewed details in the counterparty card and proposal.
- 3
Check the invoice and payment
After agreement, create an invoice. Review its PDF, recipient and amount; link received payment to that document and check the remainder.
Try your own example
Product steps, not testimonials or promised results.
One example: inquiry → proposal → invoice → payment
Synthetic line items and payment checked by the actual CRM calculation functions. This verifies arithmetic and linking, not an end-to-end sale, sent PDF or receipt of money.
- 1
Inquiry
A request from a connected form appears in Inquiries. The owner clarifies the task and manually adds the reviewed contact to a counterparty card.
Inquiries → - 2
Proposal scope
One task review at USD 300 and recommendations at USD 200: USD 500 total. Taxes and legal details are not modeled.
Proposals and invoices → - 3
Payment to this invoice
After actually receiving funds, record USD 200 against this document. Payment to another invoice does not reduce its remainder.
Settlements → - 4
Check the remainder
USD 300 remains in this example. In your test, compare amount, currency, details and balance before issuing the final document.
First-deal checklist →
Where it helps the owner
Fixed-price consultant
Example: review and written recommendations. Agree on scope in the proposal; set a service price rather than running a timer.
Small agency
Example: the owner reviews form inputs and creates a proposal. This is not automatic project-stage management.
Repeat business client
Example: review company details and agreed terms, then check a new proposal and invoice before delivery.
Example situations. Measure time and costs with your own operations.
One client first, then the connections you need
One client first, then the connections you need
An account subscription with limits for locations, devices, items, orders and languages. Equipment, acquiring and paid AI operations may cost extra.
Cost categories
- Counterparty and document modules are included extensions
- Account plans and catalog limits are separate; no agency ERP package is offered here
- AI intake, payment processing, telephony and external integrations have separate costs
- Measure time from inquiry to agreement and outstanding documents; sales growth is not guaranteed
What you can start for free
Companies and invoices and Documents are included without a separate extension fee. Check account limits; AI, payments and external services have separate terms.
Set up your first dealNo card to register. Companies and invoices is available to the account owner.
What to consider before you start
- Only the owner can access Companies and invoices; staff cannot be promised invoice issuance under their own logins.
- No time tracking, hourly billing, project profitability or repair work orders.
- The inquiry inbox is not a separate sales pipeline; status comes from the source. No automatic conversion of every request into a finished invoice.
- Forms and validation depend on country. Your responsible specialist reviews form, terms and taxes.
- Payment links need a supported connected provider. Creating an invoice does not mean funds were received.
Test your workflow and required connections before migrating data.
Frequently asked questions
Who is this for?
An owner selling defined services at agreed prices: inquiry, proposal, invoice and payment review. If clients choose specialist time, start with Individual appointment services.
Must I move my website?
No. Begin with a manually reviewed request. Add forms or widgets to your existing site after testing the first deal.
Is this project accounting or bookkeeping?
No. This page offers inquiries, counterparties and documents, without project accounting, hourly billing or complete bookkeeping.
Details for every screen are in the help centre. Where to start →
Related workflows
All solutions →Individual appointment services
Time-slot consultations
Tutors, consultants and specialists: clients choose a service and time; you manage visits in one journal.
Company website and blog
Inquiries from your website
Services, terms and articles at one address, with a clear next step for visitors.
Business finances
Company expenses and profit
Sales, purchases and manual expenses — a simplified P&L with source reconciliation.
Walk through one deal from inquiry to payment review
Enter seller details, one service and a client. Check the proposal and invoice, then choose additional inquiry channels and integrations.
No card to register. Companies and invoices is available to the account owner.