Skip to main content
Sales is where a deal starts its life in Taskezy. Tia captures a lead, keeps its history in one timeline, records the quote you send, and — when you win — turns it into a delivery project that flows straight into Operations and Finance. Nothing falls through the cracks between “interested” and “invoiced”.

​
Capture a lead and move it to a quote

The everyday flow: a new enquiry comes in, you tell Tia, and the deal is on the board.
1

Capture the lead

Tell Tia in plain language — “new lead — Khalid from Carpenco, wants a villa fit-out quote”. Tia creates the lead, links the contact, and drops it on the first stage of your sales pipeline.
2

Keep the history

As the conversation moves, add to the timeline — “add a note to the Carpenco lead: wants to start after Eid”. Ask “what’s the latest on Carpenco?” and Tia reads back the notes and events on that lead.
3

Record the quote

When you send a quote, log it — “quoted Carpenco 85k for the JBR villa fit-out”. Tia records the quote against the lead so you can track it. If the quote lives in Zoho Books, ask Tia to “look up the Carpenco estimate” and it pulls the matching Zoho estimate.
4

Win it

“mark the JBR job as won” and Tia converts the lead into a delivery project, carrying the contact and history across. The deal stops being a “maybe” and becomes work you can schedule and invoice.

​
Pipelines

Your workspace can run one or more sales pipelines, each with its own stages. Ask “what pipelines do we have?” and Tia lists them with their stages, so you and your team share the same view of where a deal sits.

​
Leads and quotes

A lead is the deal record — the customer, the opportunity, and everything that’s happened on it.
  • Create a lead — “new lead — Khalid from Carpenco, wants a villa fit-out quote”.
  • Find a lead — “do we have a lead for Carpenco?” fuzzy-matches by name.
  • Update a lead — “change the Carpenco lead value to 90k”.
  • Add a note to the timeline — “note on Carpenco: site visit booked for Thursday”.
  • Read the activity — “show me the history on the JBR villa lead” reads back notes and events in order.
  • Record a quote sent — “quoted Carpenco 85k for the fit-out”.
  • Look up a Zoho estimate — “find the Carpenco estimate in Zoho” matches the estimate in your books of record.
  • Chase stale quotes — “which quotes are going stale?” lists quotes that have expired or gone quiet, so you can follow up before they go cold.
  • Convert a won lead — “mark the JBR job as won” turns the lead into a delivery project.
Archive is a reversible delete. When a lead dies, “archive the Carpenco lead” hides it from your active list but keeps the full history. Changed your mind? “restore the Carpenco lead” brings it back. Nothing is ever really lost.

​
Projects

When you win a lead, it becomes a project — the unit of delivery your team works against. Projects connect outward: schedule the work in Operations and bill it in Finance.
  • List projects — “what projects are active?”.
  • Find a project — “find the JBR villa project”.
  • Create a project — usually this happens when you win a lead, but you can also start one directly: “create a project for the Marina office refit”.
  • Advance a stage — “move the JBR villa to fit-out stage” updates where the project sits.
  • Add a note to the timeline — “note on JBR villa: client approved the joinery finish”.
  • Read the activity — “show me the history on the JBR villa project”.
  • Archive and restore — “archive the Marina refit” hides a finished or cancelled project; “restore the Marina refit” brings it back.
A project’s timeline is shared with your team, so anyone in the workspace can see the latest without asking. Pair it with follow-ups to make sure the next step always has an owner and a date.

​
Contacts

Contacts are the people behind your leads and projects — customers, prospects, and the person who handed you a card at an expo.
  • Find a contact — “do we have Khalid’s number?”.
  • Save a contact — “save Khalid from Carpenco, +971 50 123 4567”.
  • List contacts — “who are our contacts at Carpenco?”.
  • Archive and restore — “archive that contact” hides it; “restore it” brings it back.
Zoho-synced contacts stay in your books of record. Archiving one hides it in Taskezy only — it’s kept in Zoho, so your accounting records are untouched.

​
Scan a business card

The fastest way to add a contact: forward a photo of their card.
1

Send the card

Forward a photo of the business card to Tia on WhatsApp — see sending photos, PDFs, and voice notes.
2

Confirm the details

Tia reads the name, company, phone, and email off the card and saves the contact, tagged as a card scan so you know where it came from.
3

Log a lead

Tia then offers to open a lead from it — “want me to log a lead for Khalid?” — so a card from a site visit becomes a tracked deal in one step.

​
Where this lives in the app

Most sales work happens in WhatsApp, but everything is visible in the admin app too: your pipelines and their stages, the leads board with quotes and timelines, the projects list, and your contacts. Archived leads, projects, and contacts are tucked away but a search away.

​
What’s next

  • Which document to use — quote, proforma, sales order, or invoice: what each is and when to send it.
  • Operations — schedule the crew and the work once a deal is won.
  • Finance — quote, invoice, and track what each project brings in.
  • Connect Zoho Books — match quotes to estimates and keep contacts in sync with your books of record.