Sales Module

Sales process organization

Facilitates the creation and monitoring of lead sales, quotation lifecycle and financials management, to increase productivity as well as your revenue.


  • Manage your lead sales
    • Create lead sales
    • Add reminders for recalls, quotation creation and callbacks
    • Convert to quotation and status workflows
    • Dashboard elements
  • Manage your quotations
    • Create quotation or convert lead to quotation
    • Add reminders callbacks
    • Won/lost action with automatic conversion to order
    • Dashboard elements
  • Manage your products and services
    • Create and manage your products and/or services
    • Define prices and taxes on each product
  • Manage your orders
    • Track your orders
    • Invoice full or partial order and monitor remaining balance
    • Can be connected with a project management tool (currently connected with Jira). Each order corresponds to a project or an Epic
  • Manage your financials – Simple invoicing system
    • Generate invoices/credit invoices for customers
    • Create receipts for payments
    • Payment automatic allocation
    • Customer financial account overview
    • Customer statement
    • Invoice, receipt and statement printouts
    • Generate online payment link for a specific invoice or against an account balance
    • Synchronization with accounting systems (currently with eSoft)
    • Dashboard elements
  • Sales progress report screen
  • Dashboard and reports

Simple pricing

Extended License


Quality design and excellent support at an affordable price.

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