Lead-to-cash workflow
From the first enquiry to money in the bank.
Lead capture, customer record, quote, appointment, invoice, payment, reconciliation — one workflow, fully wired.
Lead capture Auto-quote Online payment Bank-matched
The whole revenue cycle in one workflow.
Most software covers a slice — leads in one app, payments in another. OnPoint runs the entire chain on one record.
Public booking forms feed leads in
Auto-convert lead → customer + appointment
Quote builds, customer accepts in portal
Invoice paid online, bank-matched, books update
Built for the lead-to-cash workflow
The whole money story, end-to-end.
No exports. No double entry. No manual matching. Lead lands, money lands — automatically.
Lead capture
Branded booking forms with anti-spam.
Auto-convert
Lead becomes customer + appointment in one tap.
Quote build
Itemised quote, customer-portal accepted.
Invoice ready
Quote → invoice in one click on completion.
Pay online
Customer pays by card, Apple Pay, Google Pay.
Bank match
Credits auto-clear & invoice flips to paid.
Per-stage conversion tracking
Quote → appointment → invoice flow
Customer-facing portal at every stage
Bank reconciliation closing the loop
1 record
Whole revenue cycle
Lead → cash on one record.
0
Tool switching
End-to-end in OnPoint.
Auto
Status updates
Lead → booked → paid.
Live
Pipeline value
See the cash coming.
Connect the chain from lead to cash.
14 days free. Run your first lead-to-cash flow today.
14 days freeNo contract — cancel anytimeNo card to startFree migration help