Jeanus
B2B CRM
Features:AI SDR agentProspect finderLead-gen machineCustomer portalQuote builderRepeat pricingCandidate pipelineClient projects
Quotes

See the moment a client opens, signs, and pays.

Every quote gets a branded link with your logo. Recipients accept or decline without logging in. You see the open, view, and accept timestamps live. Going below your floor price? The builder flags it before you send and routes a sign-off to a manager you nominated. When the client accepts, Jeanus tracks it through to payment.

Start free · £49/moSee pricing
Quote QU-2026-0184
For Meridian Consulting
ACCEPTED
Brand + identity system
× 1
£3,200
Marketing website, 8 pages
× 1
£4,400
Content retainer, first month
× 1
£800
Total£8,400
✓ Payment received via Stripe · 8 min ago · £8,400 cleared
How it works

What happens when you use it.

01

Build in under a minute

One click from a lead or customer. Recipient prefilled. Line items with unit / qty / tax. Introduction, terms and validity handled from a template you set once. AI can personalise the intro to the specific deal.

02

Send from your address

Email delivered from your Outlook or Google account so recipients see a familiar sender. Attach the PDF automatically. Portal link included for customers with an account.

03

Live tracking on your side

Every open logged. View timeline on the deal shows first-opened, last-opened, view count. Silent for 3 days? A nudge lands on your dashboard.

04

Sign-off routing on margin

Set a floor margin per tenant (default 12%). Quotes drafted below floor route to a nominated manager for approval BEFORE they can send. Above floor, auto-approved.

What you get out of it.

✓Recipient accepts without a login or DocuSign account
✓Live open + view + accept + pay timeline per quote
✓Below-margin quotes gated by sign-off
✓PDF auto-attached to the email
✓Payment via Stripe on accept
✓Every event mirrored to the CRM activity feed

Questions

Do we need DocuSign?

No. Recipients accept the quote by clicking a button on the branded link - no external e-sign product involved. The IP, timestamp and signer name are captured for the audit trail. If you specifically need a qualified electronic signature (QES) for regulated industries, DocuSign integration is available on Growth tier.

How does the "sign-off on low margin" work?

Each Jeanus tenant has a floor margin setting (default 12%). When a rep drafts a quote line that lands below the floor, the send button locks and a sign-off request is routed to the manager you nominated. The manager gets a notification with the specific line + margin, one-click approve or reject. Approval unlocks the send. All decisions logged.

Can we brand the quote?

Your logo, your accent colour, your covering letter, your terms boilerplate. Configured once in Settings → Brand and applied to every quote automatically. Custom domain on the quote view URL is available on Team tier and above.

What happens when the client accepts?

Quote status flips to Accepted, an activity row lands on the deal timeline, a notification fires to the rep. If Stripe is configured, a pay-now link is included so the client can settle immediately. If the deal is linked to a lead, that lead's expected value flows into the pipeline forecast.

More features

Explore the platform.

Customer portal →
Quotes accepted in the portal by logged-in customers.
Repeat pricing →
Confirmed customer prices flow into new quotes automatically.
Prospect finder →
Get to a quote-ready lead in one click.
FAQ

The questions buyers actually ask.

Honest answers to the ones we hear most.

Not yet, and no. Today the AI drafts, summarises and advises in single-turn calls - it doesn't take multi-step actions autonomously. Agentic flows are on the roadmap. We don't train models on your data either; your customer data never leaves your tenant. What learns over time is the per-tenant AI context document where you teach the AI your house style and terminology.

Try it on your own book.

£49/month. Unlimited users. AI included. Cancel any time. Lock in today's price for life.

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