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Track the opportunity through payment

Keep the sale and its next action visible

Move opportunities through your pipeline, prepare documents and follow invoice status. Keep the owner and next action clear as the sale progresses.

See the workflowSee plans and pricing

Example workflow

From booked visit to sales follow-up

The estimate visit is booked. Your team tracks the opportunity and decides what needs to happen before an agreement or payment.

Setup and connected services determine what runs automatically.

  1. Update the opportunity

    A team member or configured workflow moves the opportunity to the right stage and assigns the next action.

    Explore sales pipelines

  2. Prepare the agreement

    Staff checks scope, pricing and terms before sending the relevant document or invoice.

    Explore documents and contracts

  3. Review payment status

    Check the invoice and connected payment provider before marking the sale complete or sending another reminder.

    Explore invoicing

Before you switch it on

Define who can change a stage or send an invoice. Keep job costing, accounting and specialist operations in the systems you need; confirm integrations before connecting them.

See how setup works →
Optional AI help for this workflow

A Managed Agent can suggest a next question from the context you provide. Staff decides whether to use it. Choose its CRM permissions and test its behavior first.

AI coverage and usage charges vary by product and plan. Phone and message delivery can add charges.

See an agent task with staff review →Check AI coverage and exclusions →

Inside SMBcrm

See the workspace behind the workflow

The pipeline groups opportunities by the sales stages your team defines.

Open the guided product tour →
SMBcrm opportunities board with stages and individual opportunity cards
The pipeline groups opportunities by the sales stages your team defines.

Explore the tools

Choose the part you want to inspect

Open the relevant product explanation before deciding whether you need a live demo.

Payment Processing

Offer an online checkout with a supported connected payment provider. Availability and fees depend on that provider.

Explore online checkout

Optional AI Next-Step Help

Ask a configured Managed Agent to suggest a follow-up question from the context you provide. Staff reviews the suggestion; it is not a prediction of a sale.

See an agent example

Plan your first workflow

Bring one inquiry source, the next action you want, and the person who will handle exceptions. Use that path to discuss setup and cost.

See plans and pricingSchedule a live demo

Explore how inquiries enter the CRM →