Sales

Sales pipeline

Track every deal from enquiry to won, send proposals and contracts, and turn won deals into projects automatically.

See it in a demo All modules
Sales pipeline

What you can do

Everything in Sales pipeline

Pipeline board

Drag deals across stages.

Proposals

Sales documents with accept link.

Follow-ups

Never miss the next step.

Forecast

Weighted pipeline value.

Won to project

Client, project and draft invoice created.

Insights

Win rate and sources.

How it works

Three steps, every day

  1. 01

    Add the deal

    Contact and value.

  2. 02

    Send a proposal

    Client accepts online.

  3. 03

    Win

    Project and invoice set up for you.

More in Axion

Clients and projects

Every client and project with status and budget.

Explore module

Tasks

Assign work, set deadlines and see progress.

Explore module

Work hours

Log time against projects so every hour is billed.

Explore module

Invoices

GST-ready invoices with timesheets and payment QR.

Explore module

Start your transformation

See how Axion fits your agency.

A free 30 minute demo call. We set up a client and project and show you deal to invoice in Axion.

  • Workspace set up for you
  • Team onboarding
  • Support in Marathi, Hindi, English
Free 30-minute demo

No obligation. We call within one working day.