Sales2Paid connects your sales pipeline, project delivery, time and expense capture, and Xero invoicing in one platform — purpose-built for consultants, agencies, studios, and any professional services practice that sells expertise and bills for time.
Any business that prospects, proposes, delivers, and invoices custom work can run its entire operation in Sales2Paid.
CRM for client relationships, project boards for campaign delivery, T&E for billing.
Track project phases, log shoot hours and expenses, invoice by milestone.
Manage client retainers, track deliverables month by month, and bill predictably.
From lead to live: CRM, kanban board, time tracking, and direct Xero invoicing.
Manage discovery, design, and handover phases with card-level time billing.
Brief intake, content delivery tracking, and per-project invoicing in one place.
Pipeline management, engagement delivery, retainer billing, and timesheet reports.
Schedule training engagements, track prep and delivery time, invoice clients cleanly.
Project phases, site visit logging, and multi-stage invoicing without the spreadsheets.
Shoot scheduling, post-production tracking, and expense capture per engagement.
Support tracking, retainer management, and recurring billing all in one platform.
Engagement scoping, findings tracking, and time-based invoicing for every client.
Track suspects, contacts, and companies from first touch to won deal. Run outreach campaigns via email and SMS, log activities, and manage leads through a configurable pipeline. One-click convert a won lead into a client company and project.
Capture and publish internal knowledge as versioned documents. Draft → Published → Archived lifecycle with full version history. Role-gated authoring keeps the right people in control.
A configurable Kanban board with swim lanes that match your delivery workflow. Cards move left to right as work progresses — from triage through to deployed and invoiced.
Log hours and out-of-pocket costs directly against a card. Mobile-optimised entry with quick-select values. Dual currency — local for labour, billing currency for invoicing.
Project and card-level email threads stored in-app. Inbound mail matched by reply thread or [ProjectRef] subject prefix. Card notes with @mention notifications.
Batch approved T&E entries into a Xero ACCREC invoice with one action. Card documents stored encrypted in the database. Full invoice history maintained.
Four-tier role hierarchy: Owner, Manager, Practitioner, and Admin. Confidential cards for sensitive work. Manager approval before entries can be invoiced.
My Dashboard for daily time tracking. Project dashboards with budget vs actuals. Timesheet and cost reports. CSV export from any T&E view.
Sales2Paid is designed around the natural flow of any professional services engagement — find the client, win the work, deliver it, and get paid.
Add suspects and enrich their company data via Apollo.io or web research. Run targeted outreach campaigns — email and SMS to prospect lists with merge-field templates. Inbound responses thread back automatically. Promote warm prospects to leads and track them through your pipeline: New → Qualified → Proposal Sent → Negotiation.
When a lead reaches Won stage, convert it in one action. Sales2Paid creates the client company and generates a new project pre-seeded with eight Kanban lanes — ready for delivery to begin immediately.
Create cards — Features, Issues, Bugs, Tasks, Ideas, Events — and organise them across swim lanes. Group related work under parent cards. Assign cards to team members and set estimated hours.
Practitioners work through cards left to right: Backlog → Doing → Awaiting Deployment → Done. Card notes with @mentions keep the whole team in the loop without leaving the platform.
Record hours and expenses directly from a card or the mobile T&E entry page. Each entry captures local currency for cost and billing currency for invoicing. Retainer work uses a master card with monthly child cards.
Managers review submitted T&E entries and approve them for billing. Approved entries are locked from further editing. A timesheet report can be generated for payroll or purchase order purposes.
Owners select approved, billable entries and batch them to a Xero ACCREC invoice in one action. Entries are marked invoiced with a timestamp. Xero remains the source of truth for accounting.
Get in touch — we review every enquiry personally and respond within 2 business days.