From the first lead to the paid invoice, in one flow

Sales & CRM

Customers, proposals, estimates, sales orders, invoices and payments.

• Customers with their contacts, groups, tiers and territories
• A customer’s statement, a health score, and duplicates merged into one record
• Price lists per customer or group
• Proposals the customer accepts online, with optional lines — and you see when they opened it and when they read the prices
• Estimates on a pipeline board that expire on their own, and estimate requests from public forms
• Sales orders with a credit limit and its approval, deposits, stock held for the order, drop-ship, and invoicing line by line
• Invoices: recurring, a discount that needs approval, paid online, chased by a reminder ladder — and refused inside a closed period
• Credit notes, returns, payments and batch payments
• Sales agents: commission programmes with tiers, reversed when a sale is cancelled or credited, lead protection and payouts
• Sales, proposals and credit notes reports