Leads Management
Capture and track potential customers efficiently.
Manage all incoming sales leads from multiple channels, assign them to the right sales representatives, and monitor progress for better conversion rates.
- Lead Capture: Import leads from emails, web forms, or social media.
- Lead Assignment: Automatically assign leads based on territory, product, or workload.
- Follow-up Reminders: Ensure timely communication and higher conversion rates.
Opportunity Tracking
Monitor sales opportunities throughout the pipeline.
Track potential deals with clear visibility on stages, probabilities, and expected revenue.
- Pipeline Management: Visualize opportunities by stages.
- Forecasting: Predict revenue based on opportunity probabilities.
- Collaboration: Allow team members to add notes, documents, and updates.
Quotation Management
Create and manage professional quotations easily.
Generate quotations quickly, track approval status, and convert them seamlessly into sales orders once approved.
- Customizable Templates: Maintain consistent branding.
- Version Control: Track all changes and revisions.
- Automatic Conversion: Turn approved quotes into orders without manual entry.
Order Management
Manage sales orders from creation to fulfillment.
Streamline order processing, track deliveries, and integrate with inventory to ensure accuracy and timely fulfillment.
- Order Tracking: Monitor order status in real-time.
- Inventory Integration: Automatically check stock availability.
- Partial Shipments: Handle backorders and split deliveries.
Customer Management
Maintain comprehensive customer profiles.
Track customer details, purchase history, preferences, and interactions to improve sales relationships and loyalty.
- 360° Customer View: Access all interactions and transactions in one place.
- Segmentation: Group customers by region, behavior, or value.
- Communication History: Log calls, emails, and meetings for reference.
Invoicing & Billing
Generate invoices quickly and accurately.
Manage billing cycles, payment terms, and integrate with accounting for seamless financial operations.
- Automated Invoicing: Generate invoices directly from orders.
- Payment Tracking: Monitor overdue and paid invoices.
- Tax Compliance: Ensure proper tax calculations for every invoice.
Sales Reports & Analytics
Gain insights into sales performance.
Analyze revenue, customer trends, and sales team efficiency with customizable dashboards and reports.
- Performance Metrics: Track KPIs like conversion rate, sales growth, and average deal size.
- Custom Reports: Generate reports by region, product, or salesperson.
- Forecasting & Trends: Use historical data to predict future sales opportunities.