Workflows
Lead to Cash
Move from CRM lead to quotation, contract, invoice, payment, and revenue reporting.
Lead to cash connects the commercial path from first relationship to collected revenue. It usually involves CRM, Sales, Contracts, Finance, Automations, and Analytics.
Modules involved
| Step | Module | Record |
|---|---|---|
| Capture relationship | CRM | Contact, company, deal |
| Prepare offer | Sales | Quotation or order form |
| Formalize agreement | Contracts | Contract and obligations |
| Bill the customer | Finance | Invoice, payment, credit note if needed |
| Report outcome | Analytics | Revenue, conversion, and ROI reports |
Recommended flow
- Create or import contacts and companies in CRM contacts.
- Track the opportunity in Deals & Pipeline.
- Create a quotation from the deal using Sales quotations or Finance quotations, depending on your rollout.
- Use the quotation detail actions to copy the customer review link, attach supporting files, duplicate the offer, or continue into an invoice, order, project, or customer record.
- Convert accepted work into a contract if legal approval or obligations are required.
- Create and send the invoice, starting from the accepted quotation, a recurring schedule, catalog product, or approved reimbursable expense when applicable.
- Collect the payment through Payments or reconcile through Banking.
- Review performance in Analytics reports.
Useful automations
- Deal moved to Closed Won -> create project.
- Quotation accepted -> draft invoice.
- Contract fully signed -> notify finance and account owner.
- Invoice overdue -> send reminder and notify deal owner.
Setup checklist
- Configure CRM stages in CRM settings.
- Configure sales quotation settings in Sales settings.
- Create contract templates in Contracts templates.
- Configure invoice templates and payment providers in Finance settings.
- Create cross-module rules in Automations.