Case study · 02 / 03
Sales & Invoicing Platform
Quotations, invoices, sales and payments for several companies, from one account.
- Field
- Multi-company SaaS · Sales
- Interface
- Arabic and English
Figures, names and emails in the screenshots are blurred to protect the people who use them.
01The problem
Quotations, invoices, sales and collections are easy to lose track of when they live in separate tools, and harder still across more than one company. The owner needs to see, at a glance, who still owes what.
02What we built
A multi-company SaaS platform with a company switcher, so each company keeps its own customers, products and numbers. The dashboard answers the questions that matter each month: what we sold, what we collected and what is still due.
Inside the system
09
- 01Quotations, invoices, sales and payments
- 02Companies, customers and account statements
- 03Products, team members and subscription plans
- 04Switching between companies from the top bar
- 05Dashboard: sales count, total sales, total payments, amount due
- 06Sales against collection over the last 6 months
- 07Top debts, top customers and payment methods
- 08A “this month” filter across the dashboard
- 09Arabic and English, with dark mode
Your process could be the next system here.
Show us the spreadsheet, the inbox or the habit that holds your work together. We'll tell you honestly what a system would change.