🔄 Lead to Cash

Lead to cash, without the handoffs

Most businesses lose money in the gaps — between the CRM, the stock system, the invoice and the bank. PeppyBooks runs the entire lead-to-cash cycle on one database, so a lead becomes an order becomes cash with nothing re-typed and nothing lost.

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The workflow

From first enquiry to money in the bank

Every step below happens in PeppyBooks, on one database. Data entered once carries all the way through.

1 Lead Captured & assigned
2 Quote Priced from live stock
3 Order Stock reserved
4 Fulfil Picked & delivered
5 Invoice Raised & compliant
6 Collect Paid & matched
7 Books Posted automatically

Who it's for

Built for teams like yours

SMEs

One system from enquiry to payment — no tool-hopping.

Distributors

High-volume quoting and fulfilment that matches itself.

Service companies

Turn opportunities into invoices without re-keying.

The problems this solves

Before PeppyBooks → after PeppyBooks

Leads, quotes and invoices live in different tools

One connected thread from lead to cash

Sales promises stock the warehouse doesn't have

Quotes priced and reserved from live inventory

Finance re-enters what sales already typed

Each step generates the next — zero re-entry

Where lead-to-cash breaks — and how PeppyBooks fixes it

The cost of a disconnected cycle is invisible until you add it up: stale quotes, oversold stock, delayed invoices, chased payments. PeppyBooks removes the seams.

Leads captured from web, WhatsApp and email, auto-assigned

Quotes built from live prices and stock availability

One-click conversion: quote → order → invoice

Payment links and reminders that match receipts automatically

The whole cycle posts to real books

Because the CRM shares a database with accounting, every stage updates your books as it happens — so your pipeline value and your revenue always agree.

Revenue recognised from actual invoices, not forecasts

Receivables and ageing update in real time

Commission computed from collected revenue

Full audit trail from lead to receipt

What you get

The outcomes that matter

Nothing falls through the cracks

Every lead is traceable to the invoice it became.

Faster cash

Quote-to-collect happens in one flow, not five inboxes.

One version of the truth

Sales, warehouse and finance see the same record.

Included in plans from $17/user/month — every plan starts with a full-featured trial. See pricing Start for free

Works with what you already have

Native to the PeppyBooks platform, open where it counts.

Reports that come standard

Pipeline to revenue conversion
Quote-to-cash cycle time
Receivables ageing
Sales by rep & product
Win rate & lost-deal analysis

1database, end to end

0re-typing between steps

14 daysfree on every plan

FAQ

Common questions

What does lead-to-cash mean?

It's the full commercial cycle: capturing a lead, quoting, taking the order, fulfilling it, invoicing and collecting payment. PeppyBooks runs all of it on one platform.

Does this replace my CRM and accounting separately?

It unifies them. Your CRM, inventory and accounting share one database, so lead-to-cash needs no integration between tools.

Can quotes check stock automatically?

Yes — quotes pull live availability and pricing, and confirmed orders reserve the stock.