P-02 · b / Product
AI Lead to Cash
One platform from lead generation to revenue realization — quote, order, bill and recognize.
001 / The problem
What breaks without it.
Sales stalls when leads, quotes, orders and billing live in separate, disconnected tools.
002 / The product
A look inside.
Interactive — click through the views the way your teams would.
1,240Lead
$4.2mQuote
312Order
$3.8mBill
$3.6mCash
003 / How it works
From plan to proof.
01
Lead
Capture and score leads from multiple channels.
02
Quote
Generate accurate quotes with configurable pricing.
03
Order
Automate order processing and fulfilment.
04
Bill
Invoice automatically and track payment status.
05
Recognize
Recognize revenue in line with accounting standards.
004 / Capabilities
Everything the job needs.
Lead management
Opportunity management
Quoting & pricing
Order fulfilment
Billing & invoicing
Revenue recognition
Lead to cash, in one flow.
One platform from lead generation to revenue realization — quote, order, bill and recognize.
Request a demoTotal projects5
Committed4.0m
Budget7.1m
Forecast7.6m
Variance-0.4m
Paid1.1m
Project phases
5
InitiationProcurementDesignDelivery
Finance by project
Cash flow
ProjectPhaseHealth
EST0123 A
Delivery
EST0124 B
Delivery
EST0125 C
Design
EST0126 D
Delivery