A sales funnel for your services

Invoice generation is not natively included, but can be automated via integrations with your invoicing software or CRM.

Yes, the payment module is optional and can be enabled only on workflows that require it.

Yes, all payments are tracked in each file with date, amount, and status. They are exportable or syncable with your CRM.

Yes, dashboards display completed files, average times, and missing documents.

Yes, the platform secures, archives, or deletes collected data in compliance with current regulations.