05Inquiry-to-Payment SystemIn daily use

Pipeline

Every inquiry, from first message to final payment.

Pipeline follows each customer inquiry through supplier pricing, quotation, orders, delivery and payment — in one place the whole team can see. The step a job is at is worked out from what has actually been recorded, so nothing depends on someone remembering to update a status.

Talk to NEXA About Pipeline

The status of every inquiry, at a glance.

Nobody types a status in. Pipeline reads what has been recorded — a supplier price, a quotation, a PO, a payment — and shows the step each job has reached and what it is waiting on.

Open inquiries

Step worked out from the records

InquiryPricingQuoteOrder & deliveryInvoice & paid

RFQ-1048 · Pump spares
From Email · Inquiry
Due today
RFQ-1046 · Gasket set
From WhatsApp · Pricing
2 days
RFQ-1041 · Turbo parts
From Field · Quote
On track
RFQ-1037 · Filters, 40 lines
From Email · Order & delivery
Awaiting payment
RFQ-1032 · Valve repair kit
From Phone · Invoice & paid
Complete

Illustration of the Pipeline board. Reference numbers are invented; no real customer data is shown.

The follow-up problem

In most trading and engineering offices, an inquiry lives in someone's inbox, a supplier price sits in a WhatsApp chat, and the quotation is in a spreadsheet. When a customer asks where their order is, someone has to go and find out — and inquiries nobody chased quietly turn into lost business.

What Pipeline does about it

Pipeline gives every inquiry one record that carries it from the first message to the final payment. Pricing, quotes, orders, deliveries and invoices attach to it as they happen, reminders surface what is overdue, and the whole team works from the same picture.

Five steps

One inquiry, followed all the way through

Inquiry

A request arrives — by email, WhatsApp, phone or from a salesperson in the field — and is logged once, with its deadline.

Pricing

Supplier prices are recorded per item and compared side by side, with an estimated landed cost before anyone quotes.

Quote & answer

The customer quotation is recorded and followed up until the answer comes back: won, partly won, lost or revised.

Order & delivery

The customer PO, the supplier POs it needs and the delivery are linked back to the original inquiry.

Invoice & payment

Invoices and payments are tracked until the job is paid in full.

Built for real offices

The details that stop work slipping

Pipeline is in daily use, and each of these came from how the office actually works.

Email review

Incoming emails are suggested as inquiries for a person to confirm — they never become work on their own.

Field app

Salespeople send inquiries from their phone; the office matches them to the right customer.

Price comparison

Supplier quotes side by side, with freight and charges spread across the lines and lead times shown.

Currency checks

Usual exchange rates catch a wrong rate or currency before it is saved.

Who sees what

Staff can work an inquiry without seeing supplier costs or margins. Access is set per person.

Full history

Every change is recorded and nothing is hard-deleted, so you can always see who did what, and when.

How it runs

Private to your company

Each company gets its own installation — its own database, users and files — in English and Arabic, set up with its own currency and wording. Quotations and invoices stay in your accounting software; Pipeline records them and follows them up.