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Product

The whole proposal-to-cash cycle, in one product

Each part works on its own. Together they carry one record from the first lead to the last payment.

Pipeline & clients

Know where every deal stands, and why

Leads, prospects and clients in one place, with named stages from New to Won and a history of every move, so the funnel report is always true.

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The prospects list with stages, owners and expected values

Requirements & NDAs

Scope it properly before you price it

Send clients a requirement form shaped by the services they want. NDAs run alongside, never in the way.

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The question bank behind requirement forms

Proposals & catalogue

Proposals that are 80% written before you start

Assemble a branded, consistent proposal from your service catalogue, reusable content blocks and the client's own requirement, then price it from the same catalogue.

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A proposal cover and project plan page in the Modern design

Review & approval

Nothing leaves without the right sign-off

Drafts move through review and approval, discounts over your threshold escalate, and the issue gate blocks anything incomplete.

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A proposal in review with comments and the issue checklist

Client portal & e-sign

A proposal your client can read, accept and sign

Send a secure link to a branded web view of the proposal. Clients accept, decline or ask for changes, with signature evidence captured against the exact version.

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A client reading a proposal in the browser

Orders, GST invoicing & collections

From purchase order to cash, GST-correct

Record the PO against the accepted proposal, invoice its milestones with the right GST, and chase what is owed.

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A GST tax invoice with CGST and SGST worked out

Dashboard & insights

See where the money is, and where it stalls

A live dashboard for leadership: bookings, conversion, win rate, revenue by service and the order book from booked to collected.

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The executive dashboard with conversion funnel and revenue by service

AI, API & integrations

Fits the way your firm already works

An AI assistant that drafts and tightens your words, plus a public API, webhooks and SCIM for the rest of your stack.

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API keys and webhooks in the developer settings

See Qryti run your proposal-to-cash cycle

A 30-minute walkthrough with your own services, built around how your team sells today.