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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

From lead to paid

A sale in Zyntra follows one road. Each step has a button that starts the next one, so nothing is typed twice.

  1. Add a lead
  2. Convert a lead into a customer and a deal
  3. Win or lose a deal
  4. Make and send an estimate
  5. Turn it into an invoice
  6. Issue the invoice
  7. Record the payment

Along the way you can also add a customer directly, give a contact the portal, and keep your items ready to pick.

On every one of these screens, press Guide me beside the screen's name: Flowrica walks you through the screen itself, step by step. She only points; you press.

Sales Overview: the pipeline, the open deals and the money, in one place