Sales pipeline
Keep each opportunity visible from qualification and proposal through invoicing, payment and delivery while the value and next action stay clear.
One operating system from qualified lead to completed delivery.
Real system · Built and used by EM Resolve
EM Resolve Flow connects the sales pipeline, invoicing, payment, client work and business reporting so nothing disappears between winning a job and completing delivery.
Built forConnected project delivery
ConnectsCRM, projects and invoices
Customer experiencePortals and invoice links
Management viewSales, cash and loss analytics
The problem
The sale, the work and the invoice were separate stories.
A lead could be organized in the CRM, but after approval the project moved into a different set of notes, documents and reminders. Invoicing created another handoff, while reporting meant manually comparing several places.
Flow was built to close that gap. The same client and project now move through one controlled journey—from the first qualified opportunity to a paid invoice and a completed client relationship.
BeforePipeline, delivery and invoices tracked separately
AfterOne connected record with one visible next step
What Flow handles
Everything needed to move work from interest to income.
The modules are connected, but each remains focused. Teams can see what matters without turning the system into another layer of administration.
Projects and clients
Keep contact details, project history, service, value, notes, progress and responsibilities together from the first conversation onward.
Proposal control
See which proposals are waiting for a decision and keep approved work visible until the deposit and kickoff are handled.
Connected invoicing
Create invoices from project information, calculate tax and totals, share them with customers and keep invoice status synchronized with the project.
Client portals
Give each client a clean, shareable view of project progress, next steps, target dates, deposit information and invoice status.
Business analytics
See sales won, win rate, collected cash, outstanding invoices, lost value and performance by service in one operating view.
Inside the working system
Real screens from the live Flow workspace.
These views use sample companies and projects to show the actual product experience without exposing private customer information.
The connected workflow
Five business moments. One continuous flow.
Each stage changes what the team needs to do next. Flow keeps that action, value, due date and customer context attached to the work.
- 01Qualified lead→
- 02Proposal→
- 03Invoicing→
- 04Payment→
- 05Delivery
Make the next move obvious.
A Kanban pipeline, due dates, project value and today's focus keep every opportunity in the right place.
Make the commercial step clear.
Invoices, customer views, payment status and cash reporting stay connected to the project that created them.
Finish with commitments visible.
Projects, clients, approvals, payments and progress stay connected through the completed delivery.
Invoicing built into the work
Create the invoice without rebuilding the customer and project.
Flow can prefill an invoice from the project, then add the commercial details needed for the customer-facing document. The shared invoice view can be opened in a browser, printed or saved as a PDF.
Explore custom invoicing systemsSeller and buyer information, registration and tax IDs, purchase order and contact details.
Descriptions, quantities, unit prices, subtotal, configurable tax rate and total.
Issue and due dates, payment instructions, late-payment terms, notes and recovery details.
Draft, Sent, Paid, Overdue or Void—with the project moving to Invoiced or Paid when appropriate.
Connected to the CRM
A qualified company can become a live project without copying everything again.
The EM Resolve Lead CRM can securely transfer an approved opportunity into Flow with the company, contact, service, value, next action, notes and source record already attached.
- 01Qualify in the CRM
Research and approve the opportunity before it enters delivery.
- 02Transfer securely
A protected one-click connection creates or updates the matching Flow project.
- 03Continue in Flow
Manage proposal, invoice, payment, delivery and client visibility from one record.
What can be tailored
Your system should reflect how your company sells, delivers and gets paid.
Workflow stages
Match the real journey from inquiry through approval, invoicing, payment and delivery.
Invoice requirements
Configure company details, numbering, taxes, terms, currencies and customer-facing fields for the business.
Connections
Connect the system to an existing CRM, spreadsheet, intake form or other useful source of truth.
Reporting
Choose the pipeline, revenue, cash and loss information that actually supports decisions.
The result
A clearer business from first interest to completed delivery.
Flow is a real working system and a reusable example of what EM Resolve can build around another company's process. The exact workflow, invoice fields and integrations are tailored to each business.
Client, project, proposal, invoice and next-action context stay connected.
Information moves forward with the work instead of being copied into another tool.
Teams and clients can each see the right stage, while owners see pipeline and cash.
Build something similar
Begin with one flow—or connect the full operation.
A focused Flow MVP can solve one project-to-invoice process. CRM, portals, analytics and additional workflows can be introduced in practical phases.
These are typical starting points for a new project—not the price paid for the featured work.Flow MVP
From $4,000Connected CRM + Flow
$12,500–$25,000System Care
From $249/monthA clear first step
Book a free 20-minute workflow review.
No technical brief and no commitment. Show us the problem in your own words and we'll work out the most practical next step.
- 01Tell us what is slowing the business down.
- 02We identify the simplest useful solution.
- 03You receive a clear scope, price and timeline.
Prefer to email directly?hello@emresolve.com
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