Sales and Customer Management
Manage the entire sales process and customer relationships, from quotation to collection.
Manage the end-to-end process from sales opportunities to quotations, orders, deliveries and invoices. With integrated CRM features, access customer history, open orders and balances from a single screen.
Sales Process
Turn a quotation into an order, and an order into a delivery note and invoice with one click. Price lists, discounts and campaigns are applied automatically.
- Quotation → Order → Delivery → Invoice flow
- Flexible price lists and discounts
- Credit limit and risk control
Customer Relationship Management (CRM)
Record opportunity management, activity tracking, campaigns and after-sales service processes.
- Sales opportunities and pipeline analysis
- Activity and appointment tracking
- Service contracts and call management