No duplicate entry
What sales captured is what the contract, project and invoice start from.
From first call to collected cash
One commercial lifecycle, owned by different teams, tracked as a single chain. Every step inherits what came before it.
Eight steps, one record
- Sales01Lead
- 02Opportunity
- 03Proposal
- Contracting04Contract
- Delivery05Project
- 06Milestone
- Finance07Invoice
- 08Payment
Then: revenue recognized, margin known, next opportunity opened on the same client record.
What changes when the chain holds
No lost handoff
The next team starts with context already available.
Full commercial visibility
Signed, delivered, billed and collected — in one line for leadership.
Automation
Handoffs run themselves. Judgment stays human.
WhenOpportunity Won
ThenCreate Contract Request
Contract owner reviews terms
WhenContract Signed
ThenCreate Project
Project lead confirms team
WhenMilestone Accepted
ThenTrigger Billing
Finance approves invoice
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.