Missed Enquiries
An enquiry lands in someone's personal phone and nobody ever replies.
The cost of doing nothing
How Many Sales Are Slipping Through the Cracks?
Forgotten Follow-ups
The promised call-back is remembered days after the customer moved on.
Scattered Sales Work
Notes, chats and quotes live in different places, so nobody owns the next step.
Unpaid Sales
Work is delivered, the invoice goes quiet, and the money is never chased.
One flow, end to end
From Enquiry to Payment in One Simple Flow
- Step 1
Capture
Native chat, website enquiries, phone, walk-in or referral.
New enquiry
- Step 2
Assign
One person claims it, so two people never reply at once.
Owner set
- Step 3
Follow Up
The next step becomes a task with a due time and an outcome.
Due 15:00
- Step 4
Sell
Quote from your price book, then convert it to an invoice.
Quote sent
- Step 5
Get Paid
Request a deposit or payment and record what arrives.
Paid
Follow up and sellThe promised call-back actually happensA real person owns the next step, and the quotation goes out while the customer is still interested.
QT-1042 · quotation.pdf
ASApex Signage LtdSample workspace · tax 7.5%
QuotationQT-1042 · valid 14 days
Prepared for
BrightPath Logistics
Depot fit-out · 12 bays
Currency
USD
Issued 14 Aug
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Reception signage — brushed acrylic | 1 | $1,800.00 | $1,800.00 |
| Desk nameplates (12 units) | 12 | $95.00 | $1,140.00 |
| Installation & site visit | 1 | $850.00 | $850.00 |
| Design revisions | 2 | $185.00 | $370.00 |
- Subtotal
- $4,160.00
- Tax 7.5%
- $312.00
- Total
- $4,472.00
Sent · viewed 14:41Page 1 of 1
IN-0318 · invoice
Invoice IN-0318
Part paidConverted from quotation QT-1042
Outstanding
$1,630.40
of $4,472.00
63.5% collected
- Deposit · cardReceipt RC-0091 · 14 Aug$1,341.60Paid
- Bank transferReceipt RC-0104 · 21 Aug$1,500.00Paid
- Balance duePayment link sent$1,630.40Open
Built and working today
Everything You Need to Close More Sales
Capture Every Lead
Your own chat link, website enquiries and manually recorded calls all become leads.
Reply Faster
One shared inbox with atomic claiming, so every conversation has a single owner.
Never Forget a Follow-Up
Due times, outcomes and escalation keep due and overdue work visible.
Send Quotes & Invoices
Quote from your price book, convert to invoice, record part payments and receipts.
Track Every Sale
Stages, owners and balances stay on the list until the sale is won or paid.
Rescue Lost Revenue
Quiet quotations and unpaid invoices resurface as the next chase to make.
Contacts & orders
4 customers3 open orders
- BPBrightPath LogisticsDepot fit-out · 12 baysSO-2041$4,472.00Part paid
- NSNorthstar SuppliesRetail fit-out · 20 unitsSO-2039$2,180.00Quote sent
- AHAtlas Home ServicesRecurring maintenanceSO-2035$965.00Paid
- GIGreenline InteriorsNew enquiry · web form——Unassigned
External channels such as WhatsApp are optional and connected per workspace once the provider account and approvals are in place.
Assistance, not autopilot
AI That Helps You Sell—Without Making Things Complicated
L2C AI works like an expert Personal assistant beside your team: it reads the conversation, drafts a reply and points out the next step. Your people stay in control of every message that goes out.
AI never takes payments, changes permissions or works out your prices, taxes or balances. Money and access stay with your settings and your team.
Helps with conversations
Summarises what a customer asked so whoever picks it up is instantly up to speed.
Suggests replies
Drafts a reply you can edit and send — you stay the one who hits send.
Suggests the next step
Proposes the follow-up worth doing next, based on the work already in your workspace.
Helps with sales work
Points to quiet quotations and unpaid invoices that deserve a chase today.
Ready to Grow Your Solo, Small or Medium Business?
Start the trial yourself without debit/credit card details, or ask us to walk you through it with your own enquiries.