MOONBREAK FOR SMALL BUSINESSES
One place for the customer work that keeps you growing.
Client management software for small businesses with more to do and room to grow. Bring customer details, quotes, and invoices into a shared workspace, so your team can keep the work moving.
Keep the context when work changes hands
When one person takes an enquiry and another prepares the quote, shared contacts and company details give both a place to begin. Keep the customer and the document connected.
Organize customer informationMake repeat work easier to prepare
Build a product or service list your team can reuse in quotes. For a recurring service request, start with consistent descriptions and check the scope, pricing, and terms for this customer.
Give decisions a clear owner
Use workspace roles to manage access and, on supported plans, bring approvals into the process. Review the terms of a proposal before it reaches the customer.
Connect the sale to the next task
Move from a quote to an invoice without starting a separate customer record. Keep the invoice status current so the team knows what still needs attention.
A customer enquiry that survives the handoff
For an office supplier, one person may handle the enquiry, another may price the order, and the owner may approve the terms. A shared customer record and quotation give the team a common reference.
| Moment | What to keep clear |
|---|---|
| Enquiry | Who is buying, which company they represent, and what they need. |
| Quote | Items, quantities, delivery scope, pricing, and validity. |
| Internal review | Who can authorize the offer before it reaches the customer. |
| Client acceptance | The version and terms the customer has agreed to. |
| Invoice | The agreed amount, payment instructions, and current status. |
Add control where it earns its place
Growth covers the everyday customer workflow. Pro adds Member access, the sales leaderboard, and performance and revenue analytics. Scale adds the Approver role, quote and invoice approval workflows, and white-label public links. Choose the controls your business needs rather than giving every person the same responsibility.
Explore the owner’s viewCommon questions
Can I use different workspaces for separate businesses?
Scale supports managing multiple workspaces. Each workspace has its own subscription. Keep customer information and the right team together in the appropriate workspace.
Can a manager review quotes before they are sent?
Scale includes quote and invoice approval workflows and the Approver role. Set up the required reviewer or reviewers to match your business’s approval process.
Can we keep our own branding?
Paid plans include branded quotes and invoices without a Moonbreak watermark. Scale also includes white-label public links using a workspace prefix on corporate.systems.
BUILT FOR YOUR BREAKTHROUGH
Bring your business into focus
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.