Find the customer, sign the quote, collect the invoice

Prospect files sold as spreadsheets are a two-thousands idea: built months ago, incomplete, full of duplicates, and resold to every one of your competitors. Here you write who you are looking for — a trade, an area, a size — and the agent goes and finds it the moment you ask. The list lands in the CRM, deduplicated against your own base, ready to receive a campaign.

• Two modes: criteria you set, or an objective you give the agent
• The agent starts from your current customers to find similar ones
• Results deduplicated against your existing records
• Import as a list, then campaign or automation

Your customer receives an email, opens their quote on a dedicated page — with no account — and accepts or declines it in one click, with a reason. You know when they opened it, and an accepted quote becomes an invoice in one click.

• Online quote page, timestamped opening
• Acceptance or reasoned decline in one click
• Real-time document preview while you type
• Quote to invoice in one click
• Legally binding electronic signature: coming soon

Mandatory statements, sequential numbering, multi-rate VAT, late payment penalties: French compliance is wired in, not configured. The issuer's and the customer's identities are locked onto the document.

• Automatic legal statements
• Compliant sequential numbering
• Multi-rate VAT, deposits, discounts
• Identities locked onto the document
• Peppol / PPF electronic invoicing: coming soon

A Stripe payment link on every invoice: on your own Stripe account, or through the Metaventus managed account with guided activation. Payment records itself on the invoice.

• Card payment link on the invoice
• Your Stripe account, or the Metaventus managed account
• Guided activation, built-in KYC
• Payment tracked on every invoice

Products and services with SKUs, variants, purchase prices and margins; serialized inventory unit by unit; equipment sales and rentals; suppliers and purchase orders. A real back office.

• Catalog: SKUs, photos, variants, brands
• Serialized inventory: serial number, IMEI, QR code, status
• Sale and rental: rented, sold, returned
• Supplier purchase orders, tracked receipt
• Purchase price and margin, line by line

The quote is created from the contact, with their details and their history. Sent, opened, accepted, invoiced, paid: every step is logged on the record, and an automation follows up on what drags.

• Quote created from the contact record or the deal
• Every step in the history, timestamped
• Automatic follow-up on pending quotes and invoices
• Analytics per sales rep: invoiced, collected, pending