Enterprise · Sales

From first proposal to signature, without missing an opportunity.

Sales pipeline, proposals, price lists and forecasts linked to the CRM, so you always know where every deal stands.

From opportunity to project

01
Qualified opportunity Pipeline, probability and weighted value
02
Proposal and approval Margins and discounts approved before sending
03
Contract signed The won opportunity opens onboarding
04
Kickoff and team Resources, budget and milestones assigned
05
Delivery and invoicing Hours and expenses ready for invoicing

Project under way

01 · Features

The goal

Sales helps your sales team focus on the right deals: every opportunity has a stage, a value and a next action, and management sees the pipeline and forecasts in real time.

Key features

Pipeline

Deals by stage, value and probability, with a kanban view.

Proposals and price lists

Proposals generated from price lists, with discount approvals.

Forecast

Forecasts updated in real time from the pipeline.

Commissions

Automatic calculation by agent and period.

Targets

Team and individual targets with visible progress.

Sales reports

Revenue, conversion and time to close.

Key benefits

No deal forgotten

Every opportunity always has a next action.

Faster proposals

Ready-made price lists and templates, with a draft written by AI.

Reliable forecasts

Forecasts built on real data, not guesswork.

One system

Customers, proposals and contracts linked to the CRM.

02 · Demo

Sales in action.

A real working day, step by step. Sample data.

DEMO · Sales

From won opportunity to invoice.

innovaqCRMSalesPeopleRegulateConfigurator Search accounts, projects, invoices… MRMajlinda RexhaConfigurator

Home › Dashboard

Executive dashboardPortfolio health across delivery, finance and pipeline · FY26 Q3

View reportStart onboarding

ACTIVE PROJECTS34 in total

RECOGNISED REVENUE194.4K+12,4% sul trimestre

BUDGET USED67%1.4M of 2.1M

OPEN OPPORTUNITIES4weighted pipeline 1.2M

PENDING APPROVALS2timesheets to review

OVERDUE MILESTONES3past due date

INVOICES TO ISSUE2237.6K to collect

HOURS LOGGED77in the period

HOURS APPROVED34in the period

CollapseSalesSales pipelineAccountsOpportunitiesProposals

Home › Opportunities

OpportunitiesSales pipeline · 4 open · 1.2M weighted

PipelineOpportunities by stage

Opportunities	Accounts	Stage	Value	Prob.
Natyra Warehouse UpliftOPP-2026-044	Natyra Logistics	WON	120.000.000 Lekë	100%	Start onboarding
Hëna Grid Analytics Phase 2OPP-2026-047	Hëna Energy	Negotiation	42.000.000 Lekë	60%
Arbëri OEE RolloutOPP-2026-051	Arbëri Manufacturing	Proposal	31.000.000 Lekë	40%
Vjosa Data PlatformOPP-2026-053	Vjosa Financial	Qualification	65.000.000 Lekë	20%

CollapseDeliveryProjects and planningOnboardingProjectsMilestonesResource planning

Home › Onboarding

Client onboardingSix-step guided flow: details → contract → resources → budget → project → kickoff

Passo 12 di 6Client detailsContract

1 Client details2 Contract3 Resources4 Budget5 Project setup6 Kickoff

17%33% completato

CustomerNatyra LogisticsPrimary contactGresa Hoti Linked opportunitySelect an opportunityFase: Vinta · 120M Lekë Total days (from opportunity)220 Project typeFixed priceService typeImplementation RegionEMEAPracticeTechnology

Contract imported from CRMCTR-2026-0211 · Master services agreement · signed 22/09/2026

Signed

Contract typeFixed price by milestoneValue120.000.000 LekëStart date01/10/2026BillingOn milestone completion

BackNext

CollapseDeliveryProjects and planningOnboardingProjectsMilestonesResource planning

Home › Projects › Vjosa Core Migration

Projects4 projects · 2.1M budget under management

Close time entryExport status report

PortfolioSelect a project

VFVjosa Core MigrationGREEN

Vjosa Financial

Burn59%

HEHëna Grid Analytics…AMBER

Hëna Energy

Burn85%

NLNatyra Warehouse…RED

Natyra Logistics

Burn99%

AMArbëri OEE PilotGREEN

Arbëri Manufacturing

Burn13%

BUDGET130MALL

SPENT742Kburn 59%

REMAINING508K

HOURS4120 / 560074% complete

STATUSGreenIn progress

OverviewMonitorTeamMilestonesActivitiesDocumentsHoursBillingInvoicesBudgetHistory

Vjosa Core MigrationVjosa Financial · PM Majlinda Rexha · 2026-03-02 → 2026-12-18

CLIENTVjosa Financial

REGIONEMEA

SERVICE LEADValbona Rexhepi

OPPORTUNITYVjosa Core Migration

PRACTICETechnology

PROJECT MANAGERMajlinda Rexha

OPPORTUNITY STAGEWON

CURRENCYALL

START / END2026-03-02 → 2026-12-18

PROJECT TYPETime and materials

TOTAL DAYS (FROM OPPORTUNITY)1420 days

PROJECT ATTRIBUTESSTRATEGIC CLIENTREGULATED DATA

CollapseDeliveryProjects and planningOnboardingProjectsMilestonesResource planning

Home › Milestones

MilestonesCompleting a milestone automatically creates a billing event

Not started2

Integration LayerVjosa Core Migration

Due 01/1022.000.000 Lekë

Lorenc Marku10%

Not startedComplete and invoice

Pilot ScopingArbëri OEE Pilot

Due 05/094.500.000 Lekë

Gjon Dedja0%

Not startedComplete and invoice

In progress32

Data Migration Wave 1Vjosa Core Migration

Due 15/0826.000.000 Lekë

Valbona Rexhepi72%

In progressComplete and invoice

Analytics Model BuildHëna Grid Analytics

Due 25/0712.000.000 Lekë

Hana Kuka88%

In progressComplete and invoice

Bloccate 1

Field Device CertificationHëna Grid Analytics

Due 18/079.500.000 Lekë

Toma Berisha40%

BlockedComplete and invoice

Completate 12

Data Migration Wave 1Vjosa Core Migration

Due 15/0826.000.000 Lekë

Valbona Rexhepi100%

Completed ✓

Discovery & BlueprintVjosa Core Migration

Due 30/0418.000.000 Lekë

Majlinda Rexha100%

Completed ✓

✓ Milestone completata · evento di fatturazione BE-1104 creato per 26.000.000 Lekë

CollapseTime and expensesTime trackingTimesheetsExpensesOther adjustments

Home › Adjustments

Other adjustmentsApprovals, inclusion in the accounts and release to invoicing, all tracked

+ New adjustment

BUDGET ADJUSTMENT2.500.000 Lekë1 item

HOURS ADJUSTMENT−420.000 Lekë1 item

CREDIT NOTES−800.000 Lekë1 item

INTERNAL COSTS0 Lekë0 items

Adjustments logSelect a row for approvals and audit notes

ID	Description	Project	Amount	Status	Billing
ADJ-9001	Scope change: additional loading bay	Natyra Warehouse	2.500.000 Lekë	APPROVED	Not releasedReleased	Approve for invoicingReleased ✓
ADJ-9002	Credit for device delay	Hëna Grid Analytics	−800.000 Lekë	APPROVED	Not released	Approve for invoicing
ADJ-9003	Reclassify 24 h to internal activities	Vjosa Core Migration	−420.000 Lekë	APPROVED	Not released	Approve for invoicing

CollapseFinancialsBudget and invoicingBudgetBilling eventsInvoices

Home › Billing events

Billing eventsGenerated automatically when a milestone is completed

Go to milestones

READY TO INVOICE32408.5K148.5K

INVOICED12

TOTAL EVENT VALUE588.5K

All eventsConvert ready events into invoices

Event	Customer	Amount	Date	Status	Invoice
Data Migration Wave 1 - MilestoneBE-1104	Vjosa Financial	26.000.000 Lekë	2026-09-26	READYINVOICED	-INV-1022	Generate invoiceGenerate invoice
Discovery & Blueprint - MilestoneBE-1101	Vjosa Financial	18.000.000 Lekë	2026-05-02	INVOICED	INV-1021	Generate invoice
Analytics Retainer - LuglioBE-1102	Hëna Energy	6.400.000 Lekë	2026-07-31	READY	-	Generate invoice
WMS Cutover - SALBE-1103	Natyra Logistics	8.450.000 Lekë	2026-07-31	READY	-	Generate invoice

CollapseDeliveryProjects and planningOnboardingProjectsMilestonesResource planning

Home › Resource planning

Resource planning5 active assignments across 4 projects

+ Assign resource

Capacity planner · 27 Jul – 2 Aug 2026Above 8 hours a day or 40 a week, the total turns red.

Resource / client	Mon 27	Tue 28	Wed 29	Thu 30	Fri 31	Week
Valbona RexhepiTech Lead · Technology	8h	10h				18h
Vjosa Financial	Vjosa 8hWave 1	Vjosa 6h	+	+	+
Arbëri Manufacturing	+	Arbëri 4hScoping	+	+	+
Lorenc MarkuData Engineer · Data & AI						0h
Hana KukaAnalyst · Data & AI	8h	8h	8h	6h	8h	38h

Home › Reports

ReportsStandard PSA report pack

RevenueProfitabilityUtilizationHours by personBudget burnRevenue by clientInvoice ageingForecasts

Budget burnActual vs planned by category (100k Lek)

Staff

Travel

Software

Consulting

Other

ScheduledActual

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03 · Our approach

How we work with you.

01 / 05

04 · Calculate benefits

What it could be worth to your company.

05 · Resources

Articles and insights.

Practical guides to how Sales works day to day, with examples, diagrams and charts.

Delivery · 3 min read

From deal to project: how to keep information from getting lost in the handover

The moment a signed contract becomes a project is one of the most delicate for any services business. Here is how to structure the handover from sales to delivery so nothing falls through the cracks.

Read the article →

Project control · 3 min read

Budget burn: reading budget consumption before it’s too late

Knowing how much budget a project has used only helps if you compare it with the work actually done. A practical guide to tracking budget burn and stepping in on time.

Read the article →

Billing · 3 min read

Milestone billing: practical rules for leaving no revenue on the table

Milestone billing looks simple on paper, but in practice it leads to delays, oversights and disputes. A few rules to make it really work.

Read the article →

Resource planning · 3 min read

Planning team capacity without overloading people

Assigning people to projects seems simple while there are only a few projects. How to build capacity planning that protects both your people and your deliverables.

Read the article →

Pipeline · 4 min read

Weighted pipeline: sales forecasts you can trust

A full pipeline does not guarantee a calm quarter. How to build a weighted forecast that genuinely helps you decide on priorities, hiring and resource planning.

Read the article →

Proposals · 4 min read

Quoting a services project: from estimate to proposal

A wrong quote costs you for the entire life of the project. A practical method for moving from an estimate of the work to a proposal that is clear, sustainable and defensible in front of the customer.

Read the article →

Time and expenses · 4 min read

Time and expenses: weekly approvals that slow nobody down

Late timecards and piled-up expense reports distort budgets, invoices and reports. How to set up a weekly entry and approval cycle that people actually stick to.

Read the article →

Analytics · 4 min read

Project profitability: finding out where you really make money

A project with strong revenue is not necessarily a good project. How to measure real margin by project, customer and type of service, and use the results to make decisions.

Read the article →