Complete sales cycle management from quotation to invoice, with integrated customer relationship tracking.
Detailed Overview & Features
– Creating a database for customers, their information, balances, and invoices.
– Executing the sales cycle seamlessly with integration into other systems:
– Purchase orders.
– Price quotations.
– Delivery orders.
– Sales invoices.
– Granting managers the authority to monitor operations and transactions related to customers.
– Monitoring the performance of sales representatives, brokers, and agents.
– Financial and accounting processing of sales transactions with their transfer to general accounts, impacting inventory.
– Immediate inquiry into sales transactions for all different managerial levels (customer, sales representative, broker, agent, etc.).
– A comprehensive set of detailed reports on sales transactions for customers.
