All the information you need, where you need it with a fast and intuitive user interface designed for salespeople. Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.
Know exactly how you perform compared to your monthly targets. Organize your work based on your scheduled next actions. Dig deeper with real-time reports and flow charts that anyone can create and share.
Create sales orders
Send polished quotations with eSignature and online payment. Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.
Convert sales orders to invoices
Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging. Track each phase of a contract such as invoicing, renewal, and upselling.
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