he Sales module optimizes the management of commercial activities and customer relationships. It allows for the detailed management of customer information, as well as the monitoring of orders and contracts. Quotes can be easily converted into orders or contracts, and invoices can be issued directly from them, simplifying the billing process.
Automation is a key feature, with the module allowing for the automatic issuance of recurring invoices and automatic notifications for overdue payments, thereby reducing manual tasks. The level of automation can be adjusted between 50% and 90%, depending on your business needs.
The module also includes detailed reports and analyses for monitoring sales performance. Seamless integration with other modules, such as Inventory Management and Accounting, ensures a coherent and efficient workflow.
A centralized database with information about customers and associated companies, including financial details.
Track potential sales opportunities (leads) and the conversion process.
Record and track interactions with customers.
Issue invoices in eInvoice format and upload them to SPV.
Each customer can have a personalized price list.
Issue invoices from quotes.
Issue invoices from orders.
Issue invoices from contracts.
Automatically generate recurring invoices.
Issue invoices at customer-specific prices.
Issue invoices at contract-specific prices.
Issue invoices in RON with automatic conversion from EUR or any other currency.
Depending on your business, you can choose to manage products, services, or both.
Input and organize your products and services by category.
Prices are automatically calculated in the invoice currency.
Customized reports for performance evaluation.
Track orders and their processing status.
Generate invoices and track payments.
Automatically send notifications.
The application can be connected with other systems, such as email or other business applications.
Users have access only to the information they need.
The application protects your data and confidential information.
The application can also be accessed from mobile devices.