Lead to Ledger
One unbroken chain from first contact to final entry.
Most businesses lose 40% of their margin to "administrative gaps"—data that falls between CRM, calendar, timer, and ledger. Ogeemo eliminates the gaps by treating every item as a node on a single, interconnected Business Spider Web.
The Unbroken Chain
Six stages. Zero gaps. Every action carries its context forward—so nothing gets lost, duplicated, or forgotten.
Capture the Lead
A new contact enters your orbit—via referral, web form, or cold outreach. Ogeemo's CRM instantly creates a relationship record with full communication tracking.
- Unified Contact Hub
- Communication History
- Lead Source Tracking
Generate the Quote
Turn that conversation into a professional quote. Use reusable line-item templates and send branded proposals directly from the platform—no separate invoicing tool required.
- Reusable Templates
- Branded Proposals
- One-Click Conversion
Execute the Work
Accepted quotes auto-generate Work Orders in the Project Forge. Kanban boards keep every task visible, assignable, and accountable from kickoff to delivery.
- Auto-Generated Work Orders
- Kanban Task Boards
- Milestone Tracking
Track Every Minute
The Calendar captures time in 5-minute increments. Start a live session tied to a specific work order—no invisible work, no assumptive liability, no lost billable hours.
- 5-Minute Granularity
- Live Session Timer
- Auto-Sync to Billing
Invoice with Evidence
Approved time entries flow directly into invoices. Every line item links back to the source work order and time log, creating a defensible, audit-ready billing record.
- Time-Slip-to-Invoice Flow
- Linked Source Documents
- One-Click Send
Post to the Ledger
Paid invoices post natively to the BKS Ledger—categorized by CRA line numbers with digital receipts attached. The full journey from first hello to final entry is complete, traceable, and bulletproof.
- CRA-Native Categories
- Receipt-Linked Entries
- Audit-Ready Black Box
The Quote System
The critical bridge between a conversation and a commitment. Create professional proposals, track them through a nine-stage lifecycle, and convert accepted quotes into invoices or work orders — all natively, with zero double-entry.
What It Is
The Quote System is a fully native, pipeline-driven quoting engine built into Ogeemo's accounting module (BKS — Bookkeeping Kept Simple). Unlike standalone quoting tools, it is deeply integrated into the "Spider Web" architecture — a quote knows about the contact who requested it, the invoice it became, and the work order it generated.
This unbroken chain of context eliminates the "administrative gaps" where data typically dies between CRM, calendar, timer, and ledger.
The Quote Lifecycle
How It Works
Client-Linked Quotes
Searchable combobox pulls from your contact directory. Create new contacts on-the-fly without leaving the form.
Service Item Library
Line items autocomplete from a central library. Edits sync both ways — draft quotes update from library changes and vice versa.
Time Log Import
Billable calendar entries import directly as line items — hours, rates, and descriptions carried over automatically.
Built-In Tax Calculation
Per-line tax type selection with automatic rate lookup. Subtotal, tax total, and grand total update in real time.
Reusable Templates
Save common line item configurations as templates. Load them with one click to jump-start new quotes.
Print-Ready Proposals
Professional document with logo, itemized table, terms, and client authorization section (signature, PO, date).
One-Click Conversions
Once a quote is approved, three conversion paths are available — all atomic batch operations that either complete fully or fail cleanly.
Convert to Invoice
Creates a new invoice in Accounts Receivable with all line items, totals, and client info carried over. Quote status becomes 'Invoiced'.
Convert to Work Order
Creates a work order in the Project Forge. The work order number is saved back to the quote. Status becomes 'Work in Progress'.
Approve & Invoice
A one-step shortcut that marks the quote approved and immediately converts it to an invoice, then redirects to AR.
Benefits of Using the Quote System
Zero Double-Entry
All data flows forward automatically — line items, tax rates, client info, totals, and notes.
Full Pipeline Visibility
Pipeline value, status cards, and searchable table give instant visibility into potential revenue.
Professional Proposals
Branded, print-ready documents with logo, terms, and client authorization section.
Reusable Templates
Save and load common line item configurations to jump-start new quotes.
Library Integration
Pricing consistency across all quotes and invoices via the Service Item Library.
Time-to-Quote Flow
Tracked time entries become quote line items with zero manual transcription.
Built-In Tax
Per-line tax selection with real-time subtotal, tax, and total calculations.
Audit-Ready Trail
Every quote records who created and updated it. Conversions preserve source-document links.
Native Integration
Connected to Contacts, Invoices, Work Orders, Service Library, Time Tracking, and Tax Types.
Multi-Tenant & Secure
Org-scoped data with Firestore security rules and atomic batch writes.
No Gaps. No Ghosts. No Guesswork.
In traditional software, your CRM doesn't know about your timer. Your timer doesn't know about your invoice. Your invoice doesn't know about your ledger. Every "handoff" is a place where data dies and billable hours evaporate.
Ogeemo closes every gap. A lead becomes a quote. A quote becomes a work order. A work order becomes tracked time. Tracked time becomes an invoice. An invoice becomes a ledger entry—with a receipt attached. All native. All automatic. All audit-ready.
Close the loop on your business.
Stop losing margin to administrative gaps. Run the full Lead-to-Ledger pipeline in one platform.