sales management made easy
from quotes to invoices, in just few clicks
Drive your sales operations from quotes to invoices with all the information you need, easily accessible. Keep track of long term contracts, automate invoicing and notify sales when they have things to do.
create professional QUOTATIONS
Create quotations in a matter of seconds. Send quotes by email or get a professional PDF. Track quotations, and convert them to sales order in one click.
Spend the extra time focusing on selling, not recording data.
the information you need, where you need it
Don't lose time looking for customers, products or contracts related information; they are all conveniently accessible when creating quotations.
Get access to stock availabilities in the different warehouses, to customer's specific prices, to the history of preceeding offers for this prospect, etc.
your address book
so many features, so easy to use
Load customer data from LinkedIn, assign tags to your prospects, manage relationships between contacts and store all customer's preferences including pricing, billing conditions, addresses, payment terms, etc.
Navigate through all the documents related to a customer with the powerfull breadcrumb: quotations, invoices, emails, meetings.
fully integrated invoicing
all the invoicing methods you need
Whether you invoice based on time and materials, on delivery orders or fixed price; Our system supports all possible methods.
Get recurring invoices produced automatically, create advances in just a few clicks, re-invoices expenses easily, etc.
keep track of your contracts
Get rid of wasted paper and record all your contracts in the application. Invoices are generated automatically based on your contract conditions. Your account managers get alerts before contracts have to be renewed.
communicate efficiently with customers
The chatter feature enables you to communicate faster and more efficiently with your customer. This takes place directly on a quotation or sale order from within the system or via email.
Get all the negotiations and discussions attached to the right document and relevant managers notified on specific events.