Sample account. Emails, payments and client actions are simulated.
How it works
Click through the workflow to see how it all fits together.
Commercial records
Clients
Each client record keeps their quotes, approvals, invoices, payments and follow-up history together.
| Client | Contact | Status | Quoted | Outstanding |
|---|---|---|---|---|
Northline Works sam@northline.example | Sam Carter | Active | £4,800.00 | £1,400.00 |
Harbour Cleaning Co mia@harbour.example | Mia Clarke | Active | £2,400.00 | £2,740.00 |
Oak & Vale Landscaping tom@oakvale.example | Tom Ellis | Active | £5,600.00 | £1,200.00 |
GreenCo Studio ava@greenco.example | Ava Green | Lead | £1,850.00 | £0.00 |
Selected client
Northline Works
Sam Carter · sam@northline.example
- Quote status
- Approved
- Deposit collected
- £1,200.00
- Invoice balance
- £1,400.00
- Last activity
- Quote approved 2 hours ago
In the live account, this record also holds addresses, contact notes, documents, sent emails and the full activity timeline.
Click through the demo to see the main features working together.