Map the handovers first

Most sales processes follow the same path: enquiry → first reply → qualification → quote → agreement → invoice → payment. Deals stall at the handovers, when something waits for a person to remember it. List yours, then automate the ones that happen most often.

What to automate, in order

  1. Lead capture and assignment — every enquiry logged and owned instantly.

  2. First reply and follow-up dates — no lead waits without a next step.

  3. Quotes with online signature — no printing, scanning or chasing.

  4. Quote to invoice — one click, with a card payment link.

  5. Recurring billing — subscriptions and repeat invoices generated on schedule.

  6. Accounting sync — invoices and payments reach your books without re-typing.

With Lead10

Lead10 covers each step on the same record: leads are captured and assigned automatically, follow-up dates and reminders keep deals moving, proposals are signed or declined online and converted into invoices, clients pay by card through payment links, recurring invoices and subscriptions run on schedule, and accounting sync is available on the Scale plan or as an add-on. Won deals can also be sent to Google Ads and Meta as conversions.

See sales automation.