Management
Invoicing
Quotes, invoices and payment follow-up
Create quotes and invoices, then keep payment follow-up under control.
Activation in Koba
The module is activated from your workspace and stays connected to your content, requests and workflows.
- 1Prepare quotes
- 2Create invoices
- 3Track payments
What this module brings
The main capabilities to activate in your Koba workspace.
Track payment status
Organize billing follow-up
Designed to work with Koba
The module stays connected to your organization content, requests and workflows.
Quotes, invoices and payments in one place
A smoother commercial cycle
The invoicing module helps prepare quotes, create invoices and track payment statuses without losing customer or project context.
Easier payment follow-up
Visibility on amounts and deadlines
Payments to track and reminders remain visible. The team can prioritize financial actions without rebuilding the information manually.
Complementary modules
Add other building blocks as your organization evolves.
Connected website
Publish content and turn incoming forms into actionable business requests.
- Showcase your activity
- Collect incoming requests
- Connect forms to workflows
CRM
Centralize prospects, contacts and customer interactions.
- Manage prospects and contacts
- Track opportunities and follow-ups
- Keep customer history visible
Kanban
Organize projects and operational work visually with boards and cards.
- Structure projects
- Move tasks through stages
- Keep team progress visible
Activate this module in your Koba workspace
Create your workspace, choose the modules you need and evolve your organization progressively.