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Sales Features

Sell More Efficiently.

A comprehensive toolkit to streamline your sales process, from quote to invoice.

Sell Faster

Tools built for speed and ease of use.

Modern UI

All the information you need, where you need it. Fast and intuitive user interface designed for salespeople.

Reduce Data Entry

Send quotes in just a few clicks. Convert quotes to orders and invoices from one screen.

Create Professional Quotes

Impress your customers instantly.

Builder

Create polished quotes in seconds with predefined products.

Templates

Design custom templates and reuse them to save time.

Upselling

Propose extra options, products, and discounts automatically.

eSignature

Allow customers to review and sign quotations online.

Manage Orders

From sales order to invoicing and contracts.

  • Sales Orders: Convert quotes in one click. Modify orders easily.
  • Invoicing: Invoice on ordered or delivered qty. Track aging.
  • Time & Material: Invoice services based on timesheets.
  • Portal: Customer access to quotes and order tracking.
  • Contracts: Track phases, renewal, and upselling.
  • Recurring: Manage billing, renewals, and MRR.
  • Incoterms: Auto-display incoterms on invoices.
  • eSign: Get signatures on any PDF document.

Streamline
Communication

Keep everyone on the same page.

Custom Alerts

Follow key orders and get alerts on activities.

Email Gateways

Trace back discussions attached to orders automatically.

On-Boarding Emails

Email templates for product instructions and service reminders.

Multi-Company Rules

Automatically mirror sales/purchase orders between your companies.

Products & Prices

Flexible pricing strategies for any business model.

Variants

Configure products with multiple options (size, color, finish).

Pricelists

Compute prices based on customer segment, quantity, or time.

Discounts & Coupons

Apply line discounts or create custom coupon codes.

Intuitive Reporting

Get a full overview of sales activities, next actions, and performance.

Trackable KPIs: Monitor churn, MRR, LTV, CAC Ratio.
Deep Analysis: Group by product, salesperson, country, or team.
Sales Reporting

Fully Integrated.

CRM

Automated lead creation & pipeline management.

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Accounting

Generate invoices automatically from orders.

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Inventory

Check availability & trigger delivery orders.

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Omni-Channel

Integrate Online, Inside Sales, and POS.

eCommerce

Fully integrated online store.

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Start selling smarter today.

Upgrade your sales process with the tools developers and salespeople love.

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