Business Workflow
The complete lifecycle — from first contact with a prospect to revenue on your books.
The Core Loop
Prospect
ProspectingCapture the lead. Record name, email, company, and source. Set a follow-up date.
Follow-up
ProspectingLog every touchpoint. Update notes after each call or email. Reschedule as needed.
Convert
Prospecting → DealsWhen the prospect says yes, convert to a Deal. Jeton links the histories automatically.
Deal & Negotiation
DealsSet deal value, expected close, and stage. Record discussion notes and milestones.
Invoice
InvoicingCreate a professional invoice from the deal. Add line items, tax, and payment terms.
Payment
Deals / InvoicingRecord when payment arrives. Partial payments supported. Jeton updates the invoice status.
Ledger
FinanceA double-entry ledger record is auto-created. Debit to bank, credit to revenue account.
Report
ReportsRevenue, pipeline, and expense data roll up automatically into reports and dashboard widgets.
Data Automatically Flows Between Modules
You never need to enter the same data twice. Converting a prospect carries their details to the deal. A recorded payment updates the invoice, the deal, and creates a ledger entry — all from a single action. Reports pull from live data across all modules with no manual exports.