Use case
Lead to cash
From first enquiry to paid invoice without re-entering a single detail.
The problem
Sales, delivery and finance live in different tools. Deals are won but the invoice is raised late, and nobody sees the full picture.
How it runs on SelfRun Business
- Capture enquiries from your website and campaigns into the CRM pipeline
- Create the client and project automatically when a deal is won
- Raise the invoice from the milestone and send a payment link
- Remind the client automatically and post the receipt to the ledger
Modules involved
The result
Shorter sales cycles, faster payments and revenue you can trace from campaign to cash.
Put your business on autopilot
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