Product
One job, from first inquiry to after-sales.
Walk a deal through the same workspace. Pre-sales makes the scope quotable. Delivery keeps the client in the same place. After-sales continues the same job, and the work stays useful for the next one.
How it works
One engagement. Pre-sales, delivery, after-sales.
Not three products stitched together. One job moves through, and each step leaves something you can use next.
Pre-sales
Turn scope into something you can plan, price, and agree on.
- 01
Scope
Drop chats, notes, or a one-line request into an opportunity and turn it into a Brief you can keep using.
- 02
Quote
Scope becomes line items, effort, and a price you can explain.
- 03
Plan
Phases line up with what you quoted.
- 04
Contract
Lock the agreed scope, plan, and payment terms into a document you can follow.
- 01
Delivery
Do the work as agreed, with the client in the same place.
- 01
Open the project
Create it from a contract, an opportunity, or from scratch, and set an implementation term.
- 02
Work together
The client joins the same portal. Tickets and shared tasks keep the work moving.
- 01
After-sales and payment
The job stays open, and the money matches what you agreed.
- 01
Service terms
Warranty or paid support continues on the same job. Usage stays visible.
- 02
Finance
Payment plans and invoices follow the terms in the contract.
- 01
What compounds
One process. Content stays together. Next time, AI picks it up.
Not four files you archive after the job. One process keeps the work in one place, so the next job can reuse it—and AI can draft the way you already work.
One process, one set of content
From scope to quote, contract, project, and payment, nothing lives in a separate pile. When scope or price changes, the rest can still line up.
Make it a template
Similar work should not start from zero. Reuse your catalog, quote structure, phases, and team habits, so the process starts looking like yours.
AI uses what you already did
The next draft starts from your catalog, your language, and this job’s context—not an empty chat.