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.

Features

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