01 / 06 · Sales pipelineBefore the invoice, there is the sale.
Your accounting software starts once you have sold. Cuadre is with you from the first contact: every client with its stage, owner and next step, and a warning when a follow-up runs late.

- Drag clients between stages
- Late follow-ups in red
- Days in each stage
02 / 06 · Quotes and proposalsQuote and send on WhatsApp.
Branded quotes with VAT worked out, in pesos or dollars. One click and they reach your client on WhatsApp. Sales proposals are built in sections.

- Send on WhatsApp
- COP or USD
- Proposals in sections
03 / 06 · BillingGet paid without losing track.
If you do not e-invoice, Cuadre makes the payment request (cuenta de cobro). If you invoice in Alegra or Siigo, attach that invoice here and follow the payment until it arrives.

- Payment request ready
- Attach the Alegra or Siigo invoice
- History of every payment
04 / 06 · Your moneyPesos and dollars, in one number.
The balance of every account after each transaction, and your company total in pesos at the day's TRM rate, even with dollar accounts.

- Day's TRM rate
- Balance after each transaction
- COP and USD accounts
05 / 06 · ResultsKnow what you earn each month.
Income, expenses, result and margin month by month. Built for the business owner, not the accountant.

- Margin for the year
- Month by month
- Where the money goes
06 / 06 · MarketingAnd which campaign brings clients.
Budget, spend, leads and return for every campaign. Something accounting software does not measure.

- Cost per lead
- Return per campaign
- Calendar and brand kit