Give your team one process from first conversation to signed proposal and paid invoice.

• Streamlines quoting and proposal generation
• Automates reminders and pipeline stages
• Tracks deal progress and win rates

Best for: Real Estate, Professional Services, Advertising & Marketing, Finance & Insurance.

Works on top of the Basic CRM ($27/month) or any Leobri Workspace. No setup or activation fee. Third-party usage (SMS, WhatsApp, voice, AI, payment processing, cloud storage, and external APIs) is billed separately by the provider.