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Professional services
For cabinets and firms that run on devis, then lose the thread.
An enquiry should become an owned client file. Devis, delivery, and invoices should stay together, with follow-up that does not depend on the partner’s memory.
Quote, delivery, and invoice on one record.
How the work moves
- 01Enquiry
- 02Owner
- 03Proposal
- 04Work
- 05Invoice
Who works this mix
These apps and this AI Employee sit in the same workspace. Here is what each one is for.
App
Sales
Every enquiry becomes an owned file with a next step.
What they do
- A live pipeline, not a buried chat
- Follow-up with a named owner
- Visits and quotes on the same record
App
Finance
Quotes and invoices stay attached to the same work.
What they do
- Bill from the job, not from memory
- See what is unpaid
- Chase sits on the invoice, not in a notebook
App
Documents
Templates and files sit on the client record.
What they do
- Quotes and letters from approved templates
- No copy-paste between tools
- The file stays with the work
AI Finance Clerk
Ledger
Records transactions, prepares invoices, and keeps finance work organized on request.
What they do
- Prepare draft invoices ready for your review
- Flag overdue invoices that need a chase
- Log expense drafts so spend does not live in chat
- Prepare payment reminder documents before you send them
The mix that does the work
A practice is a mix: enquiries, quotes, delivery, time, invoices, and follow-up. That combination is the workspace.
Enquiries that become files
A referral or form is assigned before it sits in a shared inbox.
Devis on the client, not in a folder
Scope and proposal live with the conversation that created them.
Delivery the firm can see
Work in progress is visible without opening a second system.
Invoice and follow-up on the same engagement
What was promised, delivered, and billed stay together. Unpaid work is owned.
What changes in your day
A devis does not orphan the conversation
The proposal sits on the same file as the enquiry. Follow-up has a target.
Partners stop reconstructing the story from WhatsApp
Who asked, what was sent, what is open: one client file.
Delivery is visible without a status ping
The team sees promised work and remaining work in the same place.
Billing is a close, not a project
Invoice and remaining balance follow the engagement. Relance is queued.
How the work moves
01
A request becomes a client file
Phone, form, or referral is named and owned.
02
The devis is followed
Someone owns the yes or the no. The workspace remembers.
03
Work then invoice
Delivery and billing stay on the same engagement.
SagaSprint gives professional services a workspace built around the way the practice already works.
You pick the combination: follow-up, finance, tasks, stock, people, automation, and AI Employees. One workspace. The mix is the product.
Get your practice workspace running.