For small businesses: order between “quote” and “money in the bank”
A small business needs one place where customers, prices, quotes and payments talk to each other — no scattered spreadsheets and no digging through email to see who approved what.
- A price list that only lives in the owner's head
- Several people issuing quotes with different designs and terms
- No picture of open quotes and overdue payments
- Staff who need access — but not to all the data
1
Catalog and customers in one place
Products, services and packages with price and cost, and a customer card with quote history and open balance.
2
Team and permissions
Invite team members with a role (owner, admin, member). Every action is checked on the server and recorded in an audit log.
3
A real picture
A dashboard with waiting quotes, upcoming and overdue payments, revenue and expenses — calculated from your data.
What to check
Items flagged as “underpriced” are those whose margin is below your target. It is a good starting point for updating your price list.