Sales & CRM suite
From first contact to paid invoice
Manage your pipeline, send quotes, take orders in the field and bill recurring customers automatically.
CRM pipeline
- Opportunities through your own stages, from first contact to won or lost
- Next steps (calls, meetings, tasks) with dates and owners
- Linked quotes and the customer's full history
- Incoming sales@ e-mail can create opportunities automatically
Quotes & sales orders
- Quotes that turn into confirmed orders, deliveries and invoices
- Price lists per customer or group
- Discounts with permissions and reasons
Commissions
- Commission plans per salesperson
- Monthly statements and settlement
Field sales & routes
- Sales reps with routes: the shops they visit, in order, on given weekdays
- The day's visits planned from routes
- Orders taken at each shop, delivered and invoiced like any other; payments collected on the visit
Subscriptions
- Plans billed monthly, quarterly or yearly
- Each customer's subscription with its own lines, price and dates
- Invoices created automatically when a period is due
Rental
- Items rented by the hour, day or week with deposits
- Availability per unit; hand-over and return recorded
- Payment at pick-up and return
Customers
- One customer record used by every module
- Visits, spending, favourite items, notes and marketing consent
- Duplicate detection and merging
Run your whole organisation on one platform
Tell us how you work. We will set up a trial with the modules you need and help you bring your data in.