From first quote to final payment, keep the momentum going.
The commercial cycle moves forward at every stage without lingering.
Every stage of your sales cycle connected in one place. Quote, fulfil, invoice and collect — without the back and forth, without the waiting, without things falling through the cracks.
A sale should not slow down the moment the customer says yes.
Most small business sales cycles move quickly until the paperwork starts. The customer agrees, the handshake happens, and then everything stalls. The quote needs to become an invoice but that is finance’s job. The delivery needs to be confirmed but the record is in a spreadsheet somewhere. A customer calls about a return and the person who handled the original sale cannot find the right document to process it.
By the time the invoice is raised, days have passed. By the time the payment is tracked, the sales person has moved on to the next deal and nobody is sure what the outstanding balance actually is.
The problem is not that your team works slowly. It is that the commercial cycle is split across tools and people who were never set up to hand off cleanly to each other.
Every stage of a sale, connected and moving forward.
From the first quotation to the final receipt — one continuous flow where each stage hands off cleanly to the next.
Customer enquiry received
Quotation prepared and sent
Professional, branded, item-based. Revised as many times as needed before confirmation.
Customer approves
One action converts the quotation forward. Nothing re-keyed.
Delivery arranged and fulfilled
Delivery order raised from the confirmed quotation. Physical fulfilment tracked stage by stage.
Invoice raised and sent
Generated directly from the delivery record. Every item, quantity and price already correct.
Payment received and matched
Payment recorded against the invoice. Outstanding balance updates immediately.
Account settled
Customer record reflects the complete commercial history. Ready for the next engagement.
Advance Deposit
Return or Credit
Built for the people who own the revenue number.
Quotation to Invoice in One Flow
Start with a quotation, revise it as many times as the customer needs, and convert it forward without re-entering a single line item. Every document in the cycle inherits from the one before it. The sales person stays focused on the customer, not the paperwork.
Delivery Order Management
Track the physical fulfilment of every sale through a structured delivery lifecycle. From pick and pack through to confirmed delivery, the record stays linked to the original sale. What leaves the business matches what was sold, and the invoice reflects what was actually delivered.
Sales Order and Stock Reservation
For businesses managing inventory alongside sales, confirmed orders automatically reserve the right stock. Back-orders hold the commitment when stock is not immediately available. Change orders handle quantity adjustments and additions without breaking the original record.
Customer Price Books
Set tiered pricing by customer category. Apply consistent rates automatically the moment a customer is selected on a quotation. Present pricing as a clean adjusted price or as an original price with a visible discount — the choice depends on what works best for each customer relationship.
Credit Notes and Returns
The person who knows what happened commercially is the person who should handle the correction. Credit notes are raised directly from the original sales record with full context intact. The accounting impact flows through automatically without requiring a separate finance workflow for straightforward commercial corrections.
Payment Tracking and AR Visibility
Every invoice has a clear status — paid, partially paid, outstanding, overdue. Payments are matched against invoices directly. The outstanding balance per customer is always visible without running a separate report. Advance deposits are tracked in a dedicated sub-ledger and applied against future invoices cleanly.
Advance Deposit Handling
Issue a pro-forma invoice before work begins to secure commitment and collect a deposit. The deposit is tracked separately from the trade balance and applied automatically when the final invoice is raised. Cash flow moves forward at the right stage of the relationship rather than waiting until the job is complete.
For everyone who moves the commercial cycle forward.
You handle customer relationships personally
You handle customer relationships personally and need a sales cycle that keeps up with the pace of your conversations. Cloudby puts every commercial document in your hands — quotation, invoice, receipt — without requiring another department to move the process forward for you.
You own the revenue number
You own the revenue number and need visibility across every active deal, outstanding invoice and customer balance. Cloudby gives you a live commercial picture without chasing your team for updates or waiting for a finance report to tell you where things stand.
You coordinate what was sold with what gets delivered
You coordinate between what was sold and what gets delivered. Cloudby connects the confirmed sale directly to the delivery workflow so you always know what needs to go out, what has been picked, and what has been confirmed — without cross-referencing a spreadsheet against a sales record.
Start lean. Add capability as your sales operation grows.
All prices in MYR. Billed monthly. Pro-rated from your start date.
For small teams and business owners running a direct, straightforward sales cycle.
Up to 30 invoices / month- Quotation preparation and revision
- Direct quotation to invoice conversion
- Delivery order management
- Sales credit and debit notes
- Customer management and contact records
- Payment tracking and receipt matching
- Core finance for AR management
For growing sales operations managing order commitments, stock availability and tiered customer pricing.
Up to 300 invoices / month- Everything in Starter
- Sales orders with confirmed stock reservation
- Back-order management for unavailable items
- Change order handling for mid-cycle amendments
- Customer price books by category
- Pricing presentation control per customer
- Delivery order linked to sales order fulfilment
For sales operations running as part of a fully connected business — inventory, procurement, finance and sales as one system.
Up to 900 invoices / month- Everything in Growth
- Real-time inventory availability at quotation
- Cost and margin visibility during quote preparation
- Procurement triggered from confirmed back-orders
- Multi-currency sales
- Milestone and progressive billing
- AR aging, credit limits and credit hold enforcement
Enterprise
For high-volume sales operations, multi-entity businesses, or organisations requiring custom pricing structures and deployment configurations. Unlimited volume. Multi-entity customer management. Private cloud or on-premise deployment available.
See a complete sales cycle running in a real environment.
The Cloudby demo includes a pre-configured sales environment with active quotations, confirmed orders, deliveries in progress and outstanding invoices. Explore the full cycle at your own pace — no signup required.