CRM & Sales Automation
Quotes out fast. Payments tracked automatically.
Estimates and invoices generate directly from your CRM data, so quotes go out within minutes and payment status stays visible without chasing.
What it does
Instant estimate generation
Quotes build automatically from job details already captured in your CRM.
Automated payment tracking
Invoice status updates automatically as payments come in, no manual reconciliation.
Follow-up on unpaid invoices
Automatic reminders go out for overdue invoices without an awkward phone call.
Sound familiar?
Estimates take days to go out and the lead moves on.
Nobody has a clear view of which invoices are unpaid.
Chasing late payments eats up time every week.
The 14-day trial
Live in two weeks, free to walk away.
Onboard & map
One kickoff call. We capture your process, your offers and your rules.
Build & deploy
We configure it on the OmnAxisAI Platform and take it live on your channels.
Watch it work
Real conversations, real bookings, tracked in your dashboard while we tune.
You decide
Keep it running or walk away. No credit card was taken to find out.
FAQ
Questions, answered
Can it integrate with my accounting software?
Yes, we connect invoicing to the accounting tools you already use to keep your books in sync.
Can customers pay directly from the invoice?
Yes, every invoice includes a direct payment link so customers can pay in a single click.
See estimates & invoicing running in your business.
Fourteen days, fully deployed and operated by our team. No credit card required.