AQARI / POWERIBI
Proposals & invoices
Connect commercial steps to the deal, subject to provider availability and scope.
Illustrative interface · sample data
A practical scenario
After a fit-out site visit, attach the proposal to the opportunity and assign follow-up. Once agreed, an invoice and payment step can be configured for the available provider. Payment availability is verified before launch.
How it works with your team
Track opportunities from enquiry to meeting, proposal and completion, with owners, tasks and a shared history.
- Visual sales pipelines
- Ownership and team tasks
- Proposals and invoices within the agreed scope
Channels, features and usage allowances are agreed in your proposal.
- 01
Map your process
Review sources, messaging, customer stages and team responsibilities.
- 02
Configure and test
Configure channels, fields, reply rules and handoff, then test realistic scenarios.
- 03
Launch and train
Your team learns the daily routine with a defined support and review plan.
Answers before you get started.
What would you like to know?
Will Aqari fit my business?
It fits teams handling enquiries, follow-up, booking and a sales process. We review your volume and channels before proposing the scope.
Do I need a new website?
Not necessarily. We can review your existing forms, calendar and channels. New campaign pages can be included in the agreed implementation.
How does AI hand off to my team?
We define handoff rules for requests for a person, completed qualification or questions beyond the knowledge base. The advisor receives the conversation and context.
Are all channels and features included?
Scope depends on your package and provider availability in your region. Features and variable messaging, calling and AI costs are explained in the proposal.
How do we move existing contacts?
First review exports, fields, duplicates and permissions. Agree what can be imported, what needs cleanup or rebuilding, and test a sample before the full move.
What does setup and support include?
Setup sessions, training, workflows, support channels and support hours are defined in your proposal, so expectations are clear before launch.
Book your walkthrough
Let’s connect your next stage of growth.
In a walkthrough, we review how you handle enquiries and show where Aqari can support your team.