Bill for every hour, seat and call. Show customers the work.

My sales day and activities Log calls, meetings, emails, notes and tasks on leads, contacts, customers and deals, read one timeline per record, and work through every sales task due on My sales day. My mailbox and sales email Connect your own Microsoft 365 mailbox so emails and meetings with contacts and leads land on their timelines, send sales email from your own mailbox with templates, tracking and a booking link, and keep it all out of the service desk. Lead scoring, assignment and the board Score every lead on how well it fits and how engaged it is, share new leads and enquiries out by rules, and move leads through your statuses on the leads board. Sequences Follow up with emails, calls and tasks a few working days apart, sent from your own mailbox, that stop by themselves when the person replies, books a meeting or unsubscribes. Marketing: consent, lists and attribution Keep a consent record for every contact and lead, a suppression list nobody is ever marketed to, marketing lists that leave out people without consent, and campaigns with attribution from source to won monthly recurring revenue. Forecast and sales reports Read the forecast with commit, best case and pipeline, make the manager's call on each deal against company, team and personal targets, see where deals stall, and run the Monday sales meeting from one dashboard and the report builder. The Outlook add-in Deploy the Tenvara add-in to your salespeople's Outlook, so from the email they are reading they see the sender's contact, lead, company and deals, log the email, and add a lead or a task. Importing from Zoho CRM, HubSpot or Pipedrive Bring your CRM's accounts, contacts, leads, deals, notes, calls, meetings, tasks and attachments into Tenvara from a Zoho CRM, HubSpot or Pipedrive export, and import spreadsheets of leads or deals with saved mappings and a dry run. Is it legally binding? What the law says about signing proposals, service agreements and sign-offs electronically, the levels of electronic signature, and what Tenvara records so each signature is an advanced electronic signature. Building a proposal Build a branded proposal the customer reads as a web page, from templates, blocks and your content library, with locked wording, merge fields filled from live customer data, AI help with the words and your brand's look. Proposal pricing, signing and tracking Packages and quantity choices the customer changes on the page, the customer's web page with comments and forwarding, signing with emailed codes and advanced electronic signatures anyone can verify, and engagement signals, reminders and the Proposals list. Invoice runs Build a month's invoices in one go, review them with the warnings Tenvara raises, approve, issue, post and send them, or let a scheduled run do it for you. Credit control and statements Keep on top of what customers owe with credit limits, payment terms, credit control notes and promises to pay, statements and the aged debtors report. Billable units, prepaid hours and price uplifts Bill per device, user or seat from daily counts with drift alerts, sell blocks of prepaid hours, and raise prices once a year with notice letters. Taking payments and autopay Take card payments with your own Stripe account and Direct Debit with your own GoCardless account, let customers save a card for autopay, and record bank transfers. Xero and QuickBooks Connect your own Xero or QuickBooks Online organisation so issued invoices and credit notes post to your ledger and payments made there come back to Tenvara. Supplier contracts Record what you resell from suppliers, such as phone systems, broadband, leased lines and hosting, with notice deadlines and renewals worked out for you, a renewals calendar, a CSV or Excel import, billing on the customer's invoices and alerts. Supplier price changes and passing them on Record a supplier's price change from its date, set yearly price rules such as CPI plus 3.9% every April with a floor and a cap, see what each rise does to your margin, and pass it on to the customer by email or with a quote. Call records and sources Bring call records in from uploaded or emailed files, a carrier's SFTP or FTPS server, the push API or a webhook, map the columns with the wizard, route one carrier account's calls to many customers, and fix rows that could not be read. Rate cards and bundles Cost cards for what carriers charge you and sell cards or plans for what customers pay, with time bands, connection fees, minimums and increments, price versions from a date, rate file import, the price check, and bundles of inclusive minutes with rollover. Call charges on invoices How rated calls bill on the customer's contract with the invoice run, the line layouts, the itemised call bill as PDF and CSV with optional number masking, late call records, line rentals from supplier contracts, and account codes. Purchase orders Raise purchase orders by hand or from a quote, ticket, project or the reorder list, get large ones approved, send them by email or through a distributor, and follow them until everything arrives. Stock locations and vans Keep stock in the office, in engineers' vans and at customers' sites, with reorder points, counts, moves, units given to customers and low stock alerts. Monthly customer reports How monthly customer reports are made, reviewed, given your own note and recommendations, emailed and published to the portal. Presentations Turn a customer's figures into a slide deck, from a business review or monthly service review to a security, backup assurance, hardware refresh or project close deck, choose who it is written for, edit the slides and speaker notes, and approve it before it leaves the team. Presenting, publishing and the ask Present a deck with a presenter view, notes and a timer, download it as a PDF or an editable PowerPoint file, publish it to the customer's portal or email it, and record what the customer agreed to and declined.