Enquiry to Signed Deal
Stop losing leads in WhatsApp. Every enquiry tracked, every proposal professional, every follow-up on time.
New enquiry lands — pipeline board updates instantly
Client emails you. You forward to the team on WhatsApp. It gets buried under 50 other messages.
Create an enquiry in 30 seconds. It appears on your Kanban pipeline board. Assign to a team member.
AI parses the RFP — dates, pax, budget extracted automatically
Client sends a 4-page RFP as a PDF. You read it manually and type details into your sheet.
Upload the RFP. AI extracts event dates, pax count, budget, destinations, and special requirements in seconds.
Build quotation — line items, markup, multi-currency
Copy-paste from last event's Excel. Wrong rates. Client sees the mess. You look unprofessional.
Add line items by category. Set cost and markup. Selling price auto-calculates. Professional PDF output.
Send branded proposal — client portal link
Email a PDF attachment. Client can't find it. Asks you to resend. No tracking.
Share a branded portal link. Client sees the proposal, downloads PDF, adds comments. You see when they viewed it.
Client accepts — notification + auto-update pipeline
Client calls and says 'we're going ahead'. You update 3 different sheets manually.
Client clicks 'Accept' on the portal. Pipeline moves to 'Won'. Contract auto-created.
Convert to contract — one click
Sales hands over to ops via a WhatsApp message. Half the details are missing.
One click converts the accepted quotation into a contract. All details, line items, and client info carry over.