Product preview
Demo workflow
Eight clear stages from first touch to follow-up. Labels like “Sample Client” and “Demo Quote” are intentional — this is not real customer data.
- 1
New WhatsApp or walk-in request
Sample Client sends a note like a printing order. In production your staff captures the request — we do not auto-read WhatsApp unless you connect a supported integration.
- 2
Lead captured
Structured lead with owner, source, and next action — no more lost sticky notes.
- 3
Demo quote generated
Line items and GH₵ totals in a reusable quotation your team can send for approval.
- 4
Client approval
Track approval state so production does not start on verbal maybes alone.
- 5
Example job assigned
Example Job moves to the board with stages your crew can see.
- 6
Demo payment tracked
Demo Payment status ties to Paystack or manual marks — whatever you configure in beta.
- 7
Sample printing order delivered
Close the loop with delivery notes so finance and front desk agree.
- 8
Follow-up reminder
Scheduled follow-ups your team controls — automation where enabled in your plan.
This is a product workflow preview using sample data. The live beta experience may evolve. For an interactive sandbox after sign-in, see the main demo entry.