THE MOONBREAK WORKSPACE
Good work. Better connected.
From the person behind an inquiry to the invoice for agreed work, keep your customer relationships and sales documents in one place.
Know your customers. Keep the context.
A small business CRM that brings contacts, companies, quotes and invoices together. Spend less time reconstructing the relationship and more time moving it forward.
Explore crm & customers 02 / QUOTINGA clear offer. A confident next step.
Quoting software for small businesses that take their work seriously. Bring your branding, scope, pricing and terms into one professional quotation clients can review and respond to.
Explore quoting 03 / INVOICINGFinish the sale with a clear invoice.
Small business invoicing software connected to the work you agreed. Create an invoice from a quote, add payment instructions and keep the record current as payment arrives.
Explore invoicing 04 / BRANDED EMAILSLook like your business. Sound like yourself.
Send quotations and invoices with branded emails, a personal message and one clear action. Make the experience feel consistent from the inbox to the document.
Explore branded emails 05 / E-SIGNATURESKeep the signature with the agreement.
Let clients review and sign your quotation in one place. Keep acceptance connected to the scope, prices and terms, so everyone has a clearer starting point for the work.
Explore e-signatures 06 / CLIENT SIGNALSFollow up with something useful.
See activity around your emails and sales documents. Use the context to ask a better question, address an open concern and keep the conversation moving.
Explore client signals 07 / WALKTHROUGHSGive your proposal a human explanation.
Record a short video walkthrough of your quotation. Explain the scope, the options and the thinking behind your offer, so clients can watch when it suits them.
Explore walkthroughs 08 / CUSTOM BRANDINGYour business, all the way through.
Create a consistent impression across quotations, invoices, emails and public links. Put the business your client knows at the center of the experience.
Explore custom branding 09 / TEAM MANAGEMENTLead the team. Stay close to the work.
Give your team a shared workspace and the access they need. Follow activity, review performance and bring the right people into important decisions.
Explore team managementOne relationship. A connected workflow.
Start with a contact and company. Build a quotation with the products or services you offer, share it with a personal explanation and keep the next conversation close to the document.
When the customer agrees, create the invoice and maintain its status as payment arrives through your own collection process. Team visibility, roles and approval workflows give a growing business more ways to coordinate the work.
See the complete getting-started guideChoose the tools that fit this stage of your business
Start Free with customer records, products and watermarked quotes and invoices. Paid plans add document branding, e-signatures, email capacity and team capabilities. Compare the feature breakdown before choosing a plan for each workspace.
Compare every planBUILT FOR YOUR BREAKTHROUGH
Your next step, in one workspace.
Built for your desktop. Our mobile app is coming next.For the full web experience, open Moonbreak on your desktop. Our mobile app is coming next.