Jool

One workspace · From lead to paid

Everything you need to run your business.

From lead to invoice — clients, quotes, payments, and projects in one workspace.

Sales operations

CRM, leads, clients, and quote control

  • Capture leads

    Pull in inquiries from forms or add them manually. Every lead is stored with full context so nothing falls through the cracks.

  • Manage client records

    Each client gets a stable ID and a dedicated profile. Track history, notes, and every interaction in one place.

  • Build quotes

    Create professional quotes from your catalog or add custom line items. Adjust pricing, apply discounts, and preview before sending.

  • Track everything

    Every quote shows its status, who owns it, what changed, and when. No more hunting through spreadsheets.

Finance operations

Invoices, payments, wallets, and tax-ready PDFs

  • Convert quotes to invoices

    One click turns an accepted quote into an invoice. All client and line-item details carry over automatically.

  • Send branded PDFs

    Generate polished, tax-ready PDFs with your branding. Attach them to emails and send directly from the platform.

  • Track payments

    Monitor paid and outstanding invoices across TND and USD wallets. Know exactly where every invoice stands.

  • Handle local requirements

    Supports fiscal stamp, tax rates, discounts, and validity dates. Built for Tunisia, flexible enough for anywhere.

Delivery operations

Delivery notes, stock, and fleet

  • Create a delivery note in one click

    The note starts from the order: lines, client, and quantities are already filled in.

  • Deliver in several rounds

    Partial deliveries are allowed, and the remainder stays visible on every order line.

  • Stock decrements itself

    Every delivery writes a stock movement and refuses to ship more than is on hand.

  • Assign vehicle and transporter

    Each note carries its vehicle, its transporter, a printable PDF, and its full history.

Inventory

Real stock, not theoretical stock.

  • Product and service catalog

    Items, pricing, and composed services in one place.

  • Reserved and available

    What is committed and what is still sellable never blur together.

  • Every movement, with its balance

    Initial, adjustment, sale, delivery, return, scrap — and the balance that follows.

  • Multiple warehouses

    A default warehouse, its locations, and stock tracked per location.

Purchases

Purchasing and supplier management

  • Purchase orders

    Order from your suppliers and keep the whole purchase cycle in one place.

  • Goods received

    Record receptions against orders so stock and documents stay in sync.

  • Supplier invoices and credit notes

    Supplier invoices, credit notes, and returns tracked just like on the sales side.

  • Supplier records

    Contacts and history for your suppliers, right next to your clients.

Payments & automation

Every payment in and out, and the rules behind them

  • Payments in and out

    Cash, bank transfer, or cheque — each payment is linked to an invoice, client, or supplier.

  • Treasury accounts

    Bank and cash accounts in TND and USD, with net cash movement on your dashboard.

  • Automation rules

    Quote-expiry and invoice-overdue alerts, bilingual email templates, and run history with replay.

  • Team and roles

    Invite teammates with preset Owner and Admin roles — or custom granular permissions on Team.

Platform baseline

Built for Tunisia first, without blocking global use.

The product supports Tunisian billing needs such as fiscal stamp and TND pricing, while keeping language, currency, and template configuration flexible enough for global service businesses.

  • Documents and emails in English and French

    Each document goes out in your organisation's language, without retyping it.

  • TND and USD pricing

    Quotes, invoices and payments carry the currency of the file, not of the plan.

  • Catalog services and product inventory

    Stocked items and packages built from items sit in the same list.

  • PDF preview before download

    The document shows exactly as it will print, before the first send.

  • Email delivery history

    Sent, opened, clicked — every send stays attached to its document.

  • Admin users and activity trail

    Who did what, on every record, with the author and the time.

  • Client IDs, quote IDs, and invoice IDs

    One number per record, which does not change from one season to the next.

  • CSV export for tables

    Any table downloads as-is, for your accountant or your archive.

Ready to streamline your operations?

Start free. No credit card needed. Set up your workspace in minutes and send your first quote today.

  • No credit card needed
  • Workspace ready in minutes
  • First quote sent today