Solution · sales and finance
From enquiry to project: the offer, invoice and payment start the work by themselves
In a service business the client journey breaks between the CRM, invoices and tasks. The solution runs it on buttons: enquiry → offer → invoice on acceptance → a paid invoice opens a project with tasks by itself, and income lands in a finance dashboard.
What it looks like
Mock-ups with demo data, no real data
📨Offers
| Client | Fee | Valid until | Status |
|---|---|---|---|
| EExample GmbH | €1,200 | 15 Oct | Sent |
| AAnna K. | €350 | 10 Oct | Paid → case |
| EEthan R. | €800 | 2 Oct | Declined |
At a glance
- In production
- At the law firm reboot legal
- Fits
- Lawyers, consultants, agencies — anyone working with offers and invoices
- Needs
- Only Notion
Result at the client
1 click
from a paid invoice to a project with tasks
Estimate for your company
≈5 h
a month moving data between the CRM, invoices and tasks
Assumption: 20 new clients a month × ~15 minutes of manual paperwork (our assumption)
This is a calculation, not a promise: plug in your own volumes and the figure changes.
Before
- The client is in the CRM, the invoice in accounting, the tasks in a tracker — and memory holds them together.
- Whether the client has paid and work can start has to be checked.
- Income is counted apart from projects.
What was built
Client pipeline
Statuses from enquiry to contract or decline, a history of status changes, and client check marks.
Offer → invoice → project
Acceptance creates an invoice; payment opens a project with standard tasks.
Finance
Income and expenses, budget by category and a monthly dashboard.
Stack
- Notion
- Notion buttons
- Formulas
- Rollups
Where it runs
Questions
Can online payment be connected?
Yes: the payment method is recorded on the invoice, and receiving payments can be automated with n8n.