Your First End-to-End Workflow: Lead to Invoice

The real test of any business platform is the handoff

A disconnected stack of tools fails at the moments that matter most — when a won deal needs an invoice, when a closed project needs to be billed, when a new client in the CRM needs to be added to the payroll system as a freelancer. This lesson walks you through Proactiq's most important end-to-end flow: from a new lead to a paid invoice, without ever leaving the platform.

Step 1 — Create a contact and company in CRM

Go to CRM → Contacts → New contact. Enter:

• Full name, email, phone
• Company name (Proactiq will create or link a Company record automatically)
• Status: Lead

Step 2 — Create a deal linked to this contact

On the contact's profile page, click New deal in the Deals panel. Set:

• Deal title (e.g., "Website redesign project")
• Expected value in INR
• Stage: Qualified
• Expected close date

Step 3 — Move the deal to Won

When the client agrees, open the deal and drag it to the Won column in the Kanban view (or change the Stage dropdown to Won). The deal is now marked closed. This is the trigger point for the next step.

Step 4 — Create the invoice directly from the deal

On the won deal's page, click Create invoice. Proactiq pre-fills:

• Client name and email from the linked contact
• Invoice amount from the deal value
• Tax rate from your workspace defaults

Add your line items, set the due date, and click Send. The client receives a professional PDF invoice with your logo, GST breakdown, and bank details — in under 2 minutes from a won deal.

Your 7-day action plan

• Day 1: Complete workspace settings, invite your core team
• Day 2–3: Add all active clients to CRM, create deals for open opportunities
• Day 4: Create and send your first invoice through Proactiq
• Day 5: Add all employees to HRMS with salary and department details
• Day 6: Set up your active projects with tasks assigned to owners
• Day 7: Build your first automation rule (e.g., notify on new support ticket)