From New Enquiry to Payment in Five Simple Steps
L2C AI connects the sales work small businesses already do—without forcing your team to learn a complicated CRM.
- Step 1 of 5
Capture every enquiry
Chat messages, website enquiries, phone calls, walk-ins and referrals all become a recorded conversation and a lead — not a note on someone's phone.
New enquiries
Captured the moment they arrive
- Website enquiryWants a price for next weekNew
- Chat messageStarted from your chat linkNew
- Phone callLogged by your teamRecorded
- Step 2 of 5
Assign the next action
One person takes the customer, so two people never reply at once and no enquiry is left without an owner.
Ownership
One customer, one owner
- Northstar SuppliesOwned by a teammateClaimed
- Atlas Home ServicesOwned by a teammateClaimed
- Site enquiryWaiting to be claimedOpen
- Step 3 of 5
Follow up on time
Every promise becomes a task with a due time and an outcome, and overdue work stays visible instead of quietly disappearing.
Follow-ups
Due times and outcomes
- Call back NorthstarPromised before 3pmDue
- Chase quotationNo reply in 4 daysOverdue
- Send brochureCompleted this morningDone
- Step 4 of 5
Send the quote and invoice
Build the quotation from your price book, send it, then convert the accepted quote straight into an invoice.
Documents
Quotation to invoice, no retyping
- Quotation QT-1042Sent to the customerSent
- Quotation QT-1039Accepted by the customerAccepted
- Invoice IN-0318Created from the accepted quoteIssued
- Step 5 of 5
Track the sale until paid
Request a deposit or full payment, record what arrives, issue receipts and keep the outstanding balance in plain view.
Money in
Deposits, part payments and receipts
- Payment requestSecure link sentPending
- Deposit receivedBalance still openPart paid
- Invoice IN-0311Settled in fullPaid
Prepared for
BrightPath Logistics
Depot fit-out · 12 bays
Currency
USD
Issued 14 Aug
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Reception signage — brushed acrylic | 1 | $1,800.00 | $1,800.00 |
| Desk nameplates (12 units) | 12 | $95.00 | $1,140.00 |
| Installation & site visit | 1 | $850.00 | $850.00 |
| Design revisions | 2 | $185.00 | $370.00 |
- Subtotal
- $4,160.00
- Tax 7.5%
- $312.00
- Total
- $4,472.00
Ready to Stop Losing Leads?
Set up your workspace, share your chat link and work your first enquiries today.