Features · CRM Sales Automation

Lead-to-Invoice

Complete lead-to-invoice lifecycle — from first contact and opportunity tracking to smart quoting, tax-compliant invoicing, and revenue management — all in one connected CRM.

Round Infinity's CRM Sales Automation connects every stage of your revenue cycle without gaps or manual re-entry. Capture leads from any channel, qualify them into opportunities, track quota attainment, generate professional quotes with product and service line items, apply smart pricing rules and discount logic, and convert accepted quotes into tax-compliant invoices in a single click — all while staying fully connected to your customer record.

Every application in the sales cycle talks to the others: Price Lists and Discount Rules feed into Quote line items, Tax Jurisdictions and Customer Exemptions calculate the right tax on every invoice automatically, and Sales Quotas give managers real-time visibility into team performance against targets. One platform, one customer record, zero friction from lead to collected payment.

Get Started
📥 ① Lead Capture Leads & Contacts Companies linked Voice Bot campaigns 🎯 ② Opportunity Lead qualified Pipeline stage tracked Stakeholders mapped 📊 ③ Quota Tracking Sales Quotas set Quota Periods defined Attainment monitored 💰 ④ Smart Quote Price List applied Discounts calculated Sent to customer 📄 ⑤ Invoice Quote accepted Invoice auto-generated Tax auto-calculated 🧾 ⑥ Tax Engine ZIP → Jurisdiction Exemptions checked Nexus compliance 🏷️ ⑦ Pricing Engine Price Lists & tiers Discount Rules applied Products & Services 📋 ⑧ Line Items Product line items Service line items Per-line tax & discount 📈 ⑨ Revenue Mgmt Invoice status tracked Payments recorded Quota vs. actual Renewal / Upsell
Leads, Contacts & Companies
Capture leads from web forms, chat, and Voice Bot campaigns. Automatically link contacts to companies, track lead source, assign owners, and qualify leads into opportunities — all with a complete relationship history in one record.
Opportunities & Pipeline Management
Track every deal through its pipeline stages with stakeholder mapping, expected close dates, deal value, and win probability. Voice Bot campaigns feed qualified prospects directly into the opportunity pipeline without manual entry.
Sales Quotas & Quota Periods
Set revenue targets by rep, team, or region across configurable Quota Periods — monthly, quarterly, or annual. Track attainment in real time as opportunities close and invoices are generated, giving managers instant visibility into performance vs. target.
Smart Quotes with Product & Service Lines
Generate professional quotes with separate product and service line items, each with its own quantity, unit price, discount, and tax category. Price Lists auto-populate list prices, and Discount Rules apply automatically based on customer type, volume, or coupon — no manual calculation needed.
One-Click Quote-to-Invoice Conversion
Convert an accepted quote to a fully populated invoice in one click. All header data, product line items, and service line items carry over exactly, with source quote line traceability preserved on every invoice line for audit purposes.
Tax-Compliant Invoicing Engine
Tax is calculated automatically on every invoice using ZIP-to-Jurisdiction mapping, Product Tax Categories, and Customer Tax Exemption certificates. Company Tax Nexus rules ensure you only collect tax where you are legally required to — and never where you are not.
Price Lists & Tiered Pricing
Define multiple price lists — Retail, Wholesale, Partner, Promotional — each with their own per-product and per-service unit prices, minimum quantities, and validity dates. The right price list is applied automatically based on the customer or deal context.
Flexible Discount Rules
Configure discounts by percentage, fixed amount, or volume tier — scoped to specific products, service categories, customer types, or order totals. Set stackability, coupon codes, usage limits, and expiry dates so every deal gets the right discount without manual overrides.
Revenue Tracking & Quota Reporting
Track invoice status from Draft through Paid, record partial payments, and monitor balance due in real time. Closed invoice revenue is automatically rolled up against Sales Quota attainment so managers see quota vs. actual without building separate reports.