Overview
How Sales-to-Delivery Workflow works in Workspace
The sales-to-delivery solution reduces handoff gaps by linking the records that teams already use: leads, clients, quotations, projects, tasks, invoices, payments, and the client portal.
Workflow · Workspace by Aells
Carry context from lead to quotation, project, invoice, and client portal
Connect the commercial journey from CRM lead management through quotation, delivery, billing, and client visibility.
Capabilities
A practical structure for the work
Lead qualification
Move opportunities through a visible CRM pipeline.
Commercial agreement
Create a structured, revision-aware quotation for the client.
Delivery handoff
Convert accepted service work into project and task context.
Billing and visibility
Connect invoices and client-facing records to the same relationship.
Workflow
From setup to accountable action
- 1Qualify the lead and create the client.
- 2Prepare and accept the quotation.
- 3Run delivery, invoice the work, and share relevant progress.
Questions
Clear answers before setup
Can a quotation become a project?
Accepted service quotations are designed to connect to a project workflow.
Can product work connect to inventory?
The architecture supports product-oriented conversion into an inventory or sales-order direction while service work uses projects.