Invoicing and client management software for professional services
Quotes, invoices and receivables tracking, a deal pipeline for your prospects, appointment bookings, and an AI agent that answers inquiries.
Connected to the tools firms and service companies use every day
Problems every firm owner knows
| The problem today | With Connvai |
|---|---|
| Quotes scattered across files | From opportunity to quote to invoice |
| Receivables that slip with no follow-up | Overdue payment alerts |
| Client appointments through messages | A booking page and automatic reminders |
| Repeated inquiries keep the team busy | An AI agent that answers from your documents |
A working day with Connvai
From the first transaction to the day close
9 AM
Today’s appointments
Client meetings in one schedule.
11 AM
Quote
For a prospect from the deal pipeline.
3 PM
Inquiry
The AI agent answers about your services.
5 PM
Invoice and reminder
The service invoice and receivables follow-up.
CRM
From prospect to contract
A deal pipeline with follow-ups, and a quote that becomes an invoice.
Learn more about CRMAccounting
Your invoices and receivables, clearly
Approved invoices, overdue follow-up and ready reports.
Learn more about Accounting
Questions from firms and service companies
Can I issue an invoice from a quote?
Yes. The client is the same in CRM and Accounting.
Can clients book their own appointments?
Yes, from a booking page you share via a link.
Does it suit a small firm?
Yes, starting from a single user.
Are the invoices compliant?
Yes. Approved by ZATCA for Phase 1 and Phase 2.
Set up your firm on Connvai this week
Leave your number, and we will set up the right products for you and help you move your data.