Add people without adding tools.
Roles, approvals and margin rules keep a growing team consistent, so the tenth rep quotes like the first.
Your nine stages, one record
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
Sound familiar?
What changes for growing teams.
Four things that eat the week today, and what they look like on one record.
Today: new reps quote at different margins
Margin rules every rep works within
Today: approvals happen in Slack
Approval gates on the record
Today: ops can't see what sales promised
Sales, ops and finance on one record
Today: every hire means another licence elsewhere
One platform, priced per seat
Where to start
The four modules growing teams turn on first.
The rest of the platform is already connected when you need it.
“We stopped juggling six portals and a spreadsheet. Quoting, ordering and billing all happen in one place now, and our team sells more because of it.”
$10M+
sold in under a year
Questions
What growing teams ask us first.
- Can I control who approves what?
- Yes. Approval rules gate quotes and orders on margin, value or customer.
- Can I limit what each role sees?
- Yes. Roles and permissions are granular, with a full audit log.
- Will it scale with us?
- A5 IT sold $10M+ in under a year on it.
See it on your own deals
See Provizo the way growing teams run it.
30 minutes, on your own catalog and customers.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.