Sales & pipeline

Quote it, win it, invoice it.

One pipeline from first call to final invoice — six stages you rename yourself, with
AI grading every new lead as it lands.

7-day free trial. No credit card required.

  1. 1 Enquiries
  2. 2 Survey Booked
  3. 3 Order Processed
  4. 4 Installation Booked
  5. 5 Invoicing
  6. 6 Service Calls

The problem

Five places a good lead quietly dies

Before it’s anyone’s fault, it’s usually just where it went. A lead doesn’t need a bad rep to go cold — it just needs to sit in the wrong tool for four days.

  • The spreadsheet only one person opens

  • “Call back Thurs” — on a sticky note, nowhere else

  • A shared inbox three people are “on”

  • A quote written by hand, repriced from scratch every time

  • A fitted job, invoice never chased

Enquiries Survey Booked Invoicing

Every one of those is a lead you already paid for. EasyBase gives each of them one home — from first contact to paid invoice.

Quotes & invoices

Priced, branded, sent.

Price the job once. The quote, the invoice and the balance owed all come off that same figure.

Branded PDFs in one click

Quotes and invoices straight from the record — your letterhead or a custom template.

VAT-inclusive or exclusive, your call

Set it per quote, with supplier, quantity and totals calculated automatically either way.

Nothing outstanding, unseen

Balance and payment status show as columns on the
job list, for anyone with permission.

The EasyBase job board with job values, outstanding balances and payment status at a glance

Financial dashboard

Two-year revenue comparison, aligned to your financial year.

The rest of the toolkit

Contacts, tasks, numbers and a morning briefing — without the padding.

AI

Smart daily summary

One click turns the whole pipeline into a prioritised action list: payments to chase, jobs at risk, leads gone cold and what’s on today’s schedule.

The EasyBase AI briefing listing overdue tasks and today's service calls, above enquiry, active job, completed and service-call totals

Financial dashboard

Two-year revenue against your real financial year, with quarter drill-downs and role-based permissions.

Contacts that scale

Retail and trade customers with full history, duplicate detection and bookmarking.

AI

Tasks in plain English

Type “Call Sarah back next Tuesday” and the title, due date, priority and assignee are filled in for you.

Frequently Asked Questions

Straight answers, before you commit to anything.

Can I quote VAT-inclusive?
Your call, set per quote. Supplier, quantity and totals calculate correctly either way.
Who can see what's owed?
Balance and payment status sit as columns on the job list for anyone with permission. The financial dashboard is role-based too, so revenue figures aren't open to everyone by default.
What's the daily summary?
One click turns the whole pipeline into a prioritised list: payments to chase, jobs at risk, leads gone cold, and what's on today's schedule. It's a starting point for the morning rather than a report you file.
How do I see which stage work gets stuck at?
Move through the six stages and the gaps show themselves — a pile in Survey Booked with nothing reaching Order Processed is a surveying problem, not a lead problem.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.