The Sales group is where interest becomes income. You get a deal board to track every conversation, plus proposals, contracts and invoices your customers can open, accept, sign and pay online without logging in. You don't need a sales background. The AI drafts the first version and you edit it.
Pipeline & deals
Sales → Pipeline is your deal board: each column is a stage, each card is a deal, and you drag cards along as conversations progress. Rename the stages to match how you actually sell, and run more than one pipeline if you sell more than one way.
Every deal links to at least one contact — your Audience feeds the pipeline directly. Give a deal an amount and an expected close date and the board adds an AI forecast of likely revenue, a risk read on each deal and suggested next actions, all computed from your real deal data. Win a deal and you can turn it into a contract or an invoice. When your customer signs the contract, their contact is marked as a customer automatically.
Open any card to see the contact, the activity so far, and every proposal, contract and invoice attached to the deal. Moving a deal to a new stage can also trigger an automation, like creating a follow-up task. See Automations.
Proposals
Sales → Proposals means you never start from a blank page. Give the AI a short brief (what you're offering, for whom, roughly what it costs) and it drafts a structured proposal for you to edit. Templates let you reuse a shape you like, with the customer's details filled in.
When you send one, your customer receives a branded public link. They read it and accept or decline on the page, and the proposal's status updates as they view and respond, so you don't have to chase. An accepted proposal can become a contract or an invoice. A declined one gets AI help with a revision.
As everywhere in Jara Marketing, an AI teammate can draft outreach and log activity for you, and sending it waits for your yes in your Approvals inbox — unless your workspace has switched on a first email to someone who has not contacted you. An owner has to accept in writing what that one means, and it applies only to contacts recorded as being in the United States — Canada, the United Kingdom, Australia, anywhere else, and anyone whose country you have not recorded still wait for a person. Anyone who has opted out is never emailed, whatever the setting.
Contracts
Sales → Contracts puts the agreement in writing without printers or scanners. Create a contract from an accepted proposal or from a template and send it. Your customer signs on its public page by typing their name. You see when it has been signed, and the signed contract stays attached to the deal and the contact.
Invoices & getting paid
Sales → Invoices is where you bill. Invoices number themselves, take line items, tax and discounts, and go out as a branded public link.
| Your customer receives | They can |
|---|---|
| A proposal link | Read it and accept or decline on the page |
| A contract link | Sign by typing their name |
| An invoice link | Pay by card, no account needed |
When card payments are set up, a paid invoice marks itself paid. Took payment offline instead, by bank transfer or cash? Record it against the invoice and the status updates. Overdue invoices get their own tab, and an overdue invoice emails the customer a reminder at 1, 7, 14 and 30 days past due, then stops.
Once payments are connected through Stripe Connect (the payment service that routes card payments to your bank account), the Payments & Revenue page shows your earnings. If it is not in your sidebar, jump to it with search — Ctrl/Cmd + K.
Bookings
Bookings are your own public scheduling links. A customer picks a time that suits you both, with no back-and-forth emails. You will find them under Calendar → Bookings, because that is where the resulting meetings land.
- Create a schedule — say, a thirty-minute intro call — and it gets a public booking page in your branding.
- Share the link anywhere: your email signature, a campaign, your website.
- When someone books, the slot becomes a confirmed appointment in your Calendar, they get a calendar invite, and they are added to your contacts automatically.
Connect your Google Calendar and a video-call link is added to each booking for you. Each schedule can also apply tags to new bookers and create a follow-up task, so a booking doesn't slip through.