One pipeline per file
From lead to accepted quote, with contacts shared with the rest of Pinnokio.
Module · CRM agent
From lead to invoice,
without re-keying.
Pinnokio's CRM tracks your leads through to the accepted quote, which becomes a customer invoice. The CRM agent helps you follow up, prepare and send.
What the module covers
Quotes sent
The quote is prepared, sent as PDF and by email, then tracked through to the decision.
Conversion into an invoice
An accepted quote becomes a customer invoice, with no re-keying.
See the contracts moduleAn event feed
Every exchange and every step is kept in the file.
Mobile app and campaignsComing soon
Follow your leads from your phone and run campaigns.
Frequently asked questions
Does the accepted quote become an invoice?
Yes: the accepted quote is converted into a customer invoice, which joins the accounting.
Are contacts shared with the other modules?
Yes, contacts are common to the CRM, contracts, projects and invoicing.
Pricing
How much does it cost?
You pay as you go, in credits, with no mandatory subscription. Here is the order of magnitude.
- Supplier invoice processed
- 65 credits
- Bank transaction reconciled
- 35 credits
- Document routed
- 15 credits
- Assistant interaction
- ~3-5 credits
5'000 credits offered on sign-up, no credit card required.
See how it works on your own scenario
A business situation, your tools, your rules: the demo starts from your reality.