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Comunik Business — One deal, from first call to payment.

A call becomes an opportunity, then a quote, an invoice and a payment, with nothing typed twice.

Trusted by

  • Tunisair
  • Orange
  • Ford
  • Délice Danone
  • Vistaprint
  • FedEx
  • Peugeot
  • Zara
  • Celio
  • Condor
  • Royal Air Maroc
  • Pathé

The problem

The quote lives in Word, the follow-up in the salesperson's head.

Without Comunik Business

  • The call ends and the request stays on a sticky note.
  • The quote is rebuilt by hand, with last year's prices.
  • Nobody knows what will sign this month.
  • Late payments come to light when cash runs short.

With Comunik Business

  • The opportunity is created from the call, the email or the message.
  • Lines come from the catalogue and the PDF goes out by email.
  • The pipeline gives the weighted total and flags deals that stall.
  • Each invoice shows what is still due and its reminders.

Steer

Know what will sign, and what is sitting still.

The manager sees the quarterly target and what is still likely. The salesperson sees what needs attention.

The quarterly target, and where you will land.

The managers' dashboard adds what is signed to the weighted forecast, and ranks salespeople against their targets.

Stalled deals flag themselves.

A stage that drags on, an expired quote, no exchange for twelve days: the record says so and offers to schedule what comes next.

Koukou tells you what to do next.

On the page, Koukou lists your deals closing this month and overdue invoices, summarises a deal and suggests the next action.

The pipeline

A pipeline the whole team reads the same way.

Each stage carries its probability and its total. Moving a card updates the forecast, and deals that stop moving rise on their own.

  • Open pipeline, weighted forecast, conversion rate
  • An alert when a deal stalls or a quote expires
  • The next Calendar activity on every card
  • Won or lost, with its reason

Sell

A quote built from the catalogue, followed through to the customer.

Quote lines come from the catalogue. The delivery note takes the signed quote, and the customer finds their documents in their own area.

Lines come from the catalogue with their price and VAT. The PDF carries your logo and goes out from the company address. A signed quote wins the opportunity.

Get paid

Know who has paid, and who to chase.

The invoice list shows what is collected, outstanding or overdue. Each reminder step alerts the deal owner.

  • Invoiced, collected, outstanding, overdue, by age
  • A recorded payment recalculates what is due
  • Full or partial credit note
  • Reminder steps and a log per invoice

On the phone

The pipeline and the record in your pocket.

The pipeline, the record, quotes and invoices go with the salesperson. They change a stage on the way out of the customer's office.

  • Pipeline by stage and the four indicators
  • 360 record: billing and collection, alerts, next action
  • Quotes, invoices, payments and credit notes
  • Delivery notes in read-only mode

The inventory

Everything that is inside, and what is missing.

What is in grey does not exist yet, or not everywhere (web or phone). We would rather write it down than leave it out.

Not yet, or not everywhere

Opportunities

  • Kanban or table pipeline, several pipelines, saved filters
  • Stages with probability, total and count per column
  • 360 record: collaborators and permissions, followers, sharing, presence
  • Won or lost, with its reason
  • CSV import, CSV export
  • “Private” visibility of an opportunity (to be enabled)

Quotes

  • Catalogue or free lines, sections, subtotals, options
  • Discount capped per product
  • Deposit and payment terms split to 100%
  • PDF with logo, IBAN, legal notices; sent by email, PDF attached
  • “Mark as signed”, “Signed outside Sphere”, replace a signed quote
  • Electronic signature

Invoices

  • Proforma then accounted invoice, final number, locked PDF
  • VAT per line, stamp duty, recovery fee
  • Several issuing companies, one currency per company
  • Third-party payer
  • Online payment or payment link
  • Accounting export of invoices

Collections

  • “Record a payment”: seven payment methods
  • Full or partial credit note
  • Receivables ageing, from 1-30 d to 90+ d
  • Reminder steps D−N / D+N, log, owner notified
  • Reminder emailed to the customer

Catalogue and deliveries

  • Code, category, recurrence, price excl. tax, VAT, cost price, availability
  • Delivery notes from the quote: ordered, delivered, remaining
  • Carrier, parcels, tracking number
  • Recurring billing (web only, to be enabled)
  • Purchasing, supplier orders, stock

Steering

  • Managers' dashboard: target, landing, funnel, ranking
  • Loss reasons, deals to watch
  • Business statistics in ten tabs, with export
  • Tiered commissions, simulator, monthly statements (module to be enabled)

Koukou and AI

  • Koukou on the page: deals to close, overdue invoices
  • Deal summary and next action
  • Record copilot, when an AI provider is connected

Mobile and customer area

  • Pipeline, 360 record, quotes, invoices, payments, credit notes on the phone
  • Customer area: quotes and invoices sent, as PDF
  • Delivery notes: read-only on the phone
  • Recurring billing on the phone
  • Module settings on the phone

Frequently asked questions

What we get asked before the first quote.

The answers, including when they say what is still missing. Your question is not here? Ask it during the demo.

Send your next quote from the customer's call.

Create the opportunity during the call, send the quote, follow the invoice to the last payment.