Data typed in three times
Legal name, VAT number and line items move by hand from the CRM to the quote, and from the quote to the invoice.
CRM and invoicing
From the first call to the payment, in one app
Opportunities move stage by stage, the customer accepts the quote from a link, the invoice is born from the won deal and payments are tracked due date by due date. Agents prepare the drafts; the number and the sending stay your call.
The problem
Something always gets lost between the deal and the invoice
The CRM on one side, the invoicing tool on the other, a spreadsheet in between. Every hand-off is a copy and paste.
Quotes lost in email
Attached PDFs, verbal yeses, billing details chased afterwards: nobody knows who accepted what.
Deals won, never invoiced
The deal is closed, the invoice isn’t. You only notice when the money doesn’t arrive.
Collections tracked from memory
Due dates, reminders and partial payments live in a spreadsheet nobody updates.
The result
Hours of admin, late invoices and money that arrives later than it should.
What it does
One path, from opportunity to payment
Four steps in a row, with the next action already written on every card. Around them, recurring contracts and reports for whoever keeps the books.
A pipeline that tells you what it’s worth
The classic CRM stages, from prospecting to close, each with its probability: open and weighted value side by side. Drag the card across the board and it tells you the next step.
Accepted online, with the details filled in
The customer opens the link, fills in billing details and the order number, attaches the signed copy and accepts. A discount above your threshold waits for an admin’s approval.
Electronic, by the issuer’s country
An accepted quote or a won deal becomes a draft, and if a won deal sits unbilled for a week, Sales drafts the invoice for you. The number is only taken at issue. FatturaPA to Italy’s SDI from your certified mailbox; UBL, XRechnung, CII and Factur-X elsewhere.
Who owes what, and for how long
Aging by due date, instalments, reminders sent automatically or after your approval, bank statements imported and matched to invoices, SEPA files. Every customer gets a portal with their documents and statement.
Recurring contracts, drafts on time
Recurring plans prepare the draft every period, usage-based or tiered too, with a notice 30 and 7 days before a term ends or renews.
Reports for whoever keeps the books
VAT for the period, tax deadlines, cash forecast, MRR and churn, margin per customer. Exports for your accountant, including DATEV and FEC.
Inside the app
Take a closer look
How it works
From deal to payment, in four steps
- 1
Open the opportunity
From a Hunter contact, from a company’s website, or just from its name.
- 2
Send the quote
Lines from your catalogue, VAT worked out, a link for the customer instead of a PDF to chase.
- 3
Issue the invoice
The draft is ready from the accepted quote: check it, issue it and, if you invoice in Italy, send it to the SDI.
- 4
Get paid
Record payments or match them from the bank statement; reminders go out on their own or after your OK.
Ecosystem
Sales collects what the other apps prepare
Customers found, spend to rebill and the agents’ work arrive in Sales already filled in: nothing is typed twice.
HunterA contact who replies becomes an opportunity with “Convert to customer”, and the customer is created with the legal name, VAT number and address Hunter found. A new opportunity also looks the company up among Hunter’s.BidwiseA position’s job-ad spend is rebilled to the client: Bidwise prepares the draft in Sales with one line per channel and your fee on a line of its own.AgentsAn agent opens and moves opportunities, logs calls and activities, prepares draft invoices and reads receivables and how punctually each customer pays. Issuing stays a person’s call.See the whole ecosystem
Included in your workspace
Switch it on or off in Settings → Apps. Switching it off hides and stops it, nothing is deleted: turn it back on and it is exactly as you left it.
Start freeQuestions
Sales FAQ
Can agents issue invoices?
No. An agent prepares drafts, opens and updates opportunities and reads the data; a number is only taken when an admin issues the document. An issued document is never edited or deleted: it is corrected with a credit note.
Can I send invoices to Italy’s SDI?
Yes, if you issue in Italy: Sales generates the FatturaPA and sends it to the SDI from the certified (PEC) mailbox you connect, automatically on issue if you like, and reads the receipts that come back. Veii is not an accredited intermediary today: the channel is your PEC. For other countries it produces UBL, XRechnung, CII and Factur-X.
Does it work outside Italy?
Yes. The rules follow the issuer’s country: Italy, Spain, France, Germany, the UK, Switzerland and the US have dedicated rules, other countries a generic EU-aware set. You can invoice from several companies and in any currency with an ECB rate, fixed at the moment of issue.
How do customers pay me?
By bank transfer: the IBAN on the invoice, the QR-bill in Switzerland, SEPA direct debits from the files Sales prepares. Payments are recorded by hand or matched from your bank statement. Card payments are not offered today.
Do I need Hunter to use Sales?
No. An opportunity can start from a company’s website or name, and if you only need an invoice you go straight to Invoices. With Hunter on, though, the customer and its details arrive already filled in.
How much does Sales cost?
Today Sales is included in every Veii workspace. You switch it on and off in Settings → Apps: switching it off hides it and stops recurring drafts and reminders, but deletes nothing, and issued invoices stay archived.
Bring your sales into one place
Create your workspace, switch on Sales and open your first opportunity: the invoice will be born from there.