Business+

Automation — your rules run, including overnight

Describe the rule once. The document converts itself, the lead reaches the right rep, and the reminder goes out on time.

Nothing here gets programmed. You set a condition — a status, an amount, a delay — and choose what should follow. The rest fires on its own, and every firing leaves a trace: which rule acted, and when.

  • Eleven document handovers
  • Your email templates, not a generic message
  • Every firing is traced

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A rule, not a development project.

What the jobs nobody has time for actually cost

It is never the hard tasks that get dropped. It is the repetitive ones.

  • The accepted quote waits for its order

    The customer signed on Tuesday. The order gets keyed in on Friday, by hand, from the quote, and two lines change on the way.

  • The lead sits with no owner

    It arrives in the evening, nobody sees it, and the call back happens three days later. The competitor called the next morning.

  • The chase only goes out when someone remembers

    The invoice has been overdue for three weeks. Nobody chased it, because chasing is everyone’s job and therefore nobody’s.

What you automate without writing a line

Four families: what chains your documents together, what sorts and routes your leads, what demands agreement before you commit, and what goes out by email in your own words.

Chaining documents

Eleven configurable handovers, from quote to invoice and from requisition to supplier invoice.

  • Quote, order, delivery note, invoice Switch on Five sales-side handovers, each switchable on its own: the next document is created with its lines, discounts and taxes.
  • Requisition, RFQ, order, receipt, invoice Business+ Six purchase-side handovers, aligned to the document path you chose.
  • A won opportunity becomes a quote or an order Switch on The handover fires at the pipeline stage you name.
  • The condition that fires it Switch on A status reached, an amount between two bounds, a number of days since that status — alone or combined.
  • A document awaiting approval does not convert Switch on The rule stops itself until the decision is made, even if you configured it otherwise.

Sorting and routing leads

The score is calculated, the threshold fires, and the assignment rule picks the rep.

  • A score built on your own criteria Switch on Source, industry, country, company size, job title, status, priority — each rule adds or removes points.
  • Four actions when a threshold is crossed Switch on Set the priority, name a rep, notify the roles you list, or qualify the lead.
  • Qualifying creates the contact and the opportunity Switch on The automatic route reuses the manual qualification path, with no re-keying.
  • Assignment takes turns Switch on Leads are shared among the reps you list, one each in order.
  • Routing conditions that suit the deal Switch on For a lead: source, country, industry, company, score. For an opportunity: stage, amount, probability.
  • A manual assignment is never overwritten Switch on The rule fires only when nobody has picked the record up yet.

Requiring agreement before you commit

Eight document types can demand approval, each switchable on its own.

  • Orders, invoices, credit notes and debit notes Professional+ On the sales and the purchase side alike, requisitions and supplier returns included.
  • Levels that stack up with the amount Professional+ Above the threshold you set, a second approver is added to the first rather than replacing them.
  • Delegation while somebody is away Professional+ Pending requests are re-addressed, and the remaining levels are recalculated on whoever takes over.
  • The document stays put until the decision comes Professional+ It does not convert, it does not go out, and the automatic rule leaves it where it is.

Sending your words, not ours

48 template slots across ten document types, each with its own fields to drop in.

  • One template per document and per situation Send, chase, accepted, rejected, cancelled, revised, expiring soon — the quote alone has eight.
  • The document’s own fields drop in Number, date, customer, amount, due date, rep, company — written once into the template.
  • The automatic chasers use those templates What goes out overnight is the wording you approved, not a system message.
  • Attachments that travel with the template Terms, a brochure, a certificate — attached to every send that uses it.

Three automations in detail

The ones that change a working day rather than a click.

The next document is created while you do something else

Switch on

You decide once what should follow an accepted quote, and the rest happens without you. The order is born from the quote with its lines, discounts and taxes, then the delivery note from the order, then the invoice. You can switch on a single handover or the whole chain.

The condition is yours: a status reached, an amount between two bounds, a number of days elapsed since that status. Amounts are compared in your base currency, so a threshold rule behaves the same way on a foreign-currency document.

One guarantee is worth knowing: a document waiting for approval does not convert, even when the rule says it should. The decision comes before the automation.

Eleven handovers of this kind, switchable one at a time.

The lead arrives scored, prioritised and assigned

Switch on

Every lead is scored on the criteria you set: the source, the industry, the country, the size of the business, the job title. One rule adds points, another takes them away, and the total travels with the lead.

When a threshold is crossed you choose what happens: the priority changes, a rep is named, the roles you list are notified, or the lead is qualified — and qualifying then creates the contact and the opportunity exactly as it would have done by hand.

The assignment rule takes it from there and shares leads among the reps you list, one each in order. It fires only when nobody has picked the record up: what you assigned yourself stays assigned.

The score is not a display. It fires things.

Nothing binding goes out without the agreement you asked for

Professional+

Eight document types can require approval before they move — orders, invoices, credit notes and debit notes, on the sales and the purchase side. You switch the control on document type by document type rather than in one block.

The amount decides how deep the control goes: above the threshold you set, a second approver is added to the first instead of replacing them. An absence blocks nothing, because delegation re-addresses the pending requests and recalculates the remaining levels on whoever takes over.

Until the decision comes, the document neither converts nor goes out. It is the one rule the conversion automations cannot route around.

The threshold adds an approver, it does not swap one.

What runs without anyone starting it

The runs below fire on their own. Each belongs to the module it came from, and each sends your templates rather than a generic message.

  • Quotes expire, and warn you first

    A warning before the date, a notice after it, and the quote moves itself to expired.

  • Orders flag the delivery that is coming up

    And the ones whose date has passed with no delivery note.

  • Overdue invoices are chased in stages

    Each stage has its own delay and its own tone, and a stage already sent is not sent twice.

  • Expected payments remind you

    On the customer side and the supplier side.

  • Recurring invoices generate themselves

    When the subscription falls due, numbered from your own counters.

  • Cheques reaching maturity say so Switch on

    Before the date, so the deposit is not discovered afterwards.

  • Pending conversions get picked up Switch on

    A sweep catches the delayed rules, on top of the immediate trigger.

  • Stalled opportunities surface Switch on

    Past the time you allow a stage, the notification goes out.

  • Numbering counters reset

    Daily, monthly or by financial year, to the rule you set.

  • Tasks, meetings and activities remind

    Before they are due, then again once they are late.

  • Supplier invoices match themselves Business+

    Order, receipt and invoice paired, and any gap beyond your tolerance flagged before payment.

  • Suppliers are scored on what they delivered Business+

    Lead time, conformity and price, recalculated as receipts come in.

  • Batches nearing expiry raise an alert Business+

    Before the date, while the stock can still be moved.

  • Prices and promotions start and stop Business+

    On the date you set, with nothing to do on the day.

The module produces nothing on its own. It makes the others act.

Switch on what you need, when you need it

The module’s four automations arrive switched off. Nothing fires until you decide it should, and each one comes on separately.

  • Lead scoring Switch on

    Off to begin with. Your point rules and thresholds are set before you switch it on.

  • Assignment rules Switch on

    Off to begin with, and with no effect on anything already assigned.

  • Automatic conversions Switch on

    Off to begin with, and switchable handover by handover rather than as a block.

  • Document approvals Professional+

    Off to begin with, then switchable document type by document type.

  • How often the checks run Switch on

    You choose how frequently the delayed rules are picked up.

  • The document path Business+

    Your buying can go through requisition, RFQ and receipt, or straight to the order.

  • Email templates

    Available with no switch, and editable before the first chaser goes out.

Frequently asked questions

Do I need a developer to set a rule up?

No. A rule is described on a screen: the document it concerns, the condition, and what should follow. There is nothing to write and nothing to deploy.

Does a rule apply to documents already recorded?

It applies from the moment you switch it on. Existing documents are not reprocessed retroactively, and a document already converted is never converted twice.

Can automatic assignment overwrite what I assigned myself?

No. The rule fires only when the record has no rep yet. What you assign yourself stays assigned.

Can leads be shared according to how busy each rep is?

No. Sharing takes turns, in the order of the list you defined. Sharing that accounts for how many records each person already has open is not available.

Do the chasers go out in my own wording?

Yes. Every document type and every situation has its template, and the automatic sends use those templates with the document’s fields already filled in.

What happens if a rule fires on a document that is waiting for approval?

Nothing. The conversion stops itself until the decision is made. The automation never routes around the control.

Can I see what a rule did?

Yes. Every conversion keeps what triggered it and the document it came from, and the chain can be read back from either document.

What is not here yet

Two options appear on screen today and do not do what their name suggests. They are named here rather than sold elsewhere.

  • Sharing by workload The choice exists on the screen, but sharing remains a turn-by-turn rotation: how many records each person already has open does not enter the calculation.
  • Automatic reassignment when a stage runs late Running late raises a notification. Changing the owner is still a manual step.

Set one rule, then watch it run

Switch on a single handover to start with — quote to order, for instance — and judge it over a week.

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