Pipeline, estimates, approvals, documents and deal information stay connected to the customer and the work being sold.
Track every opportunity from new enquiry through won, lost or completed stages.
Create structured pricing from your real services, products, labour or inventory.
Let customers approve individual jobs, items or offers from their phone.
Generate documents from templates and fill them from CRM and deal data.
Send documents for signature and retain a clear audit history.
Track conversion, sales activity, revenue and operational performance from the same data model.
This product shares the same CRM, business profile and AI layer as the rest of AutoAgent.