Your quotes take 3 days.
Your margins are a mystery.
Your cash is 60 days late.
And you're running three disconnected tools to manage it all.
QUOTING
Excel. Email chains.
No margin visibility.
ANALYTICS
Monthly PDF reports.
CEO flies blind.
COLLECTIONS
Manual follow-ups.
58% of invoices late.
One platform fixes the entire cycle
Quote.Analyze.Collect.Repeat.
Sound Familiar?
"We quote in Excel — it takes days and we have no idea on margins"
Same-day proposals with real-time margin on every line item
"I only see my numbers when the accountant sends the monthly report"
Live dashboard — revenue, margins, cash flow, health score — right now
"58% of our invoices are paid late and nobody follows up"
AI-prioritized collection queue with automated reminders
"Our quoting, analytics, and collections are three separate worlds"
One connected cycle — data flows between all three automatically
Three Products. One Complete Cycle.
Plug in your accounting system — no duplicate data entry. All three products share one source of truth.
Business
Cycle
Data flows
continuously
QuoteEdge
- Inquiry capture & RFQ
- AI quote comparison
- Margin-aware proposals
Pulse
- AI health scoring
- Revenue & margin trends
- Growth recommendations
PayTrack
- Automated reminders
- Aging & risk scoring
- Smart workflows
Each product makes the other two smarter. The cycle never stops.
What Each Engine Does — and How They Connect
QuoteEdge
QUOTE- ✓ Inquiry capture (email, web, manual)
- ✓ Multi-vendor RFQ broadcast
- ✓ AI quote comparison & ranking
- ✓ Margin-aware proposal builder
- ✓ Branded PDF proposals
- ✓ Zoho Books integration
Pipeline data + financials flow into Pulse for AI insights
Pulse
ANALYZE- ✓ AI business health scoring
- ✓ Revenue trends & forecasting
- ✓ Margin analysis by customer/product
- ✓ Cash flow forecasting
- ✓ CEO executive dashboard
- ✓ Customer concentration alerts
Health scores + risk analysis prioritize collections by intelligence
PayTrack
COLLECT- ✓ Automated payment reminders
- ✓ Aging analysis dashboard
- ✓ Customer risk scoring (AI)
- ✓ Smart collection workflows
- ✓ Escalation automation
- ✓ Payment tracking & reconciliation
Payment history flows back so sales knows who pays on time
See the Suite In Action.
15-minute demo. Your products, your workflow. See how the cycle works for your business.