What it is
One place for leads, clients, quotes, contracts, and invoices, wired to the rest of what we build for you. Enquiries land in it automatically, follow-up is chased, and you can see the state of the pipeline without asking anyone.
How it works
- 01
Enquiries land automatically from your site, your inbox, and your voice agent
- 02
Quotes go out as a link the client can read and sign, not an attachment
- 03
Follow-up is chased on a cadence you set, not on somebody's memory
- 04
Invoices and payment status sit next to the deal that created them
- 05
You can see every open quote and its age on one screen
What you get
- Leads, clients, quotes, contracts, invoices, and documents
- Your team's logins
- Quote-to-signature flow with a shareable link
- Automatic capture from the other Viora builds you run
- Reporting on pipeline and open value
What it does not cover
- Accounting, payroll, or inventory
- Migrating years of historical data (quoted separately)
- Industry-specific compliance modules
Ownership
Your workspace and your data, exportable on demand.