From signup to signed deal in one afternoon
Create an account, activate your Exclusive Preview, and set up a workspace your team can use immediately. Then build quotes, send walkthroughs, and invoice clients with AI-assisted follow-ups.
Account and workspace setup
Launch the workspace your team will live in
Create an account
Sign up in about a minute and set your primary workspace.
Activate your 7-day Exclusive Preview
No payment today and no commitment required.
Finish workspace setup
Upload a transparent logo (horizontal recommended) and complete your company profile.
Add your team
Invite members, assign roles, and create multiple workspaces for each team or business.
Build your core pipeline
Create contacts, companies (if available), and products your team can reuse.
Customize your quote template
Apply branding, terms and conditions, and your acceptance statement.
Quote to cash flow
Deliver quotes, walkthroughs, and invoices faster
Follow the guided steps to create a quote, record a presentation, and invoice clients with the built-in dispatcher.
Create a quote in 7 steps
Build a professional quote with pricing, products, and deal details.
Record a walkthrough presentation
Personalize the proposal with a short video walkthrough.
Send quote + video
Deliver everything through the built-in email dispatcher.
Generate an invoice from the quote
Reference the approved quote in 3 steps for clean billing.
Add an invoice walkthrough
Explain payment details, timelines, or PO requirements when needed.
Send invoice + recording
Share the invoice and walkthrough in one dispatch to the client.
Automation and AI actions
Keep deals moving with calls, reminders, and insights
Send emails from the dispatcher
Reference a quote, invoice, or start from scratch with a custom email.
Update quote and invoice status
Mark deals won, sent, paid, or adjust status as they progress.
Monitor performance in Home
Track pipeline health, team activity, and client engagement.
AI follow-up call for quotes
From Quotes, open the action menu and select AI Follow-Up Call.
AI payment reminder call
From Invoicing, select the invoice and trigger AI payment reminder.
AI cold call
From Contacts, choose a lead and select AI Cold Call.
Ask AI about any deal
Get summaries, sentiment, and next-step recommendations on demand.
