L2C Native Chat
Your own chat link and page. Visitors start a conversation, your team replies from the shared inbox. It works on its own — no external messaging provider or approval is needed.
One workspace for your sales work
Everything Your Business Needs to Turn Enquiries Into Sales
Manage leads, customer messages, follow-ups, tasks, quotes, invoices and payments from one organised workspace.
Capture → Organise → Follow Up → Quote → Invoice → Collect
The same sales work you already do, in one connected line — so nothing is dropped between the first message and the money arriving.
- 01
Capture
Chat, website enquiry, phone call, walk-in or referral — every enquiry is recorded as a real lead.
New enquiry - 02
Organise
Conversations land in one shared inbox and one person claims each customer.
Owner set - 03
Follow Up
The next step becomes a task with a due time, so promises are kept on time.
Due 15:00 - 04
Quote
Build a quotation from your price book and send it while the customer is still interested.
Quote sent - 05
Invoice
Turn the accepted quote into an invoice without retyping a single line.
Invoiced - 06
Collect
Request a deposit or full payment, record part payments and issue receipts.
Paid
Shared inbox
Every customer conversation, one owner each
- Northstar SuppliesAsked for a price on 20 unitsClaimed
- Atlas Home ServicesWaiting on your replyUnanswered
- Site enquiryCaptured from your websiteNew
Today's follow-ups
Tasks with due times and outcomes
- Call back NorthstarPromised a call before 3pmDue
- Resend quotationSent 4 days ago, no replyOverdue
- Confirm delivery dateAfter deposit clearsPlanned
Sales and money
Quotations, invoices and payments
- Quotation QT-1042Sent, awaiting acceptanceSent
- Invoice IN-0318Deposit received, balance openPart paid
- Payment requestSecure link sent to customerPending
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
09:41
BPBrightPath LogisticsClaimed by you · 4 minOwned
Can you quote for a full office signage refresh?14:32
Quotation QT-1042 attached, deposit link inside.14:36 ✓✓
QT-1042.pdf$4,472.00 · viewed
Task: confirm install date15:00
The same workspace suits an online store packing orders and a services team selling on the phone.
What you get in the workspace
One shared inbox
Every conversation lands in one place with a clear owner. Claiming a conversation is atomic, so two people cannot answer the same customer by accident.
Leads that keep an owner
Enquiries become leads with a stage, an owner and a next task. Nothing sits unowned or silently forgotten.
Next task, always visible
Follow-ups are tasks with due times, outcomes and escalation, so due and overdue work is visible to the person and their manager.
Quotations, invoices and receipts
Build quotations from your price book, send them, convert to invoices, record part payments and issue receipts — with the tax treatment recorded on the document.
Payment and deposit requests
Request a deposit or full payment on a secure link. Connect Stripe, Paystack or PayPal in your workspace when you are ready to take card payments.
Installable mobile workspace
L2C installs to a phone home screen as an app, built mobile-first for people working away from a desk.
WhatsApp and other external channels
Optional, and added per workspace when the provider account and approvals are in place. L2C Native Chat and the core CRM stay fully usable without them.
Optional — L2C AI works fully without it.
Ready to Stop Losing Leads?
Start with your own enquiries today and see every sale from first message to final payment.