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12 min

Watch one enquiry travel the whole way through

A single recorded walkthrough that follows one customer from first enquiry to paid invoice, passing through CRM, projects, timesheets and finance without anything being re-typed.

12 minRuntime
7Chapters
Qubi 360 in twelve minutes One enquiry, end to end
Chapters

Skip to the part you need

Each chapter stands on its own if you only care about one module.

00:00

What we are going to follow

The scenario: a design agency taking on a website project.

01:12

Capturing the lead

Web form to owner assignment, with the source recorded.

03:05

Quote to won deal

Building an estimate and converting the accepted one.

05:20

Deal becomes a project

One click, with scope, value and team carried over.

07:38

Logging and approving time

Timesheets, approvals and how they feed billing.

09:26

Raising the invoice

Generated from approved hours, nothing re-keyed.

11:02

Seeing the margin

Revenue against real delivery cost, same day.

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Take the deck with you

Slides and scenario data

The slides used in the recording, plus the sample dataset, so you can follow along inside your own trial rather than watching someone else’s screen. Download both (1.8 MB)

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