Lead-to-Cash Agent

What it does

• ✓Qualifies inbound leads using configurable scoring rules and CRM data
• ✓Generates CPQ quotes with tiered pricing, discounts, and approval gates
• ✓Sends contracts for e-signature and triggers invoice on deal close
• ✓Collects payment and marks the deal as won — fully automated

How it works

1. 1

   Connect your CRM and configure your product catalog and pricing tiers

2. 2

   The agent handles qualification → quoting → contract → invoice automatically

3. 3

   Revenue is recognised and reconciled against your finance module in real time

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