Powerful and easy to use
Boost sales and increase the productivity of your team
Sales Pipelines
- View your leads and deals in our intuitive pipeline view
- Drag & drop your leads between status
- See total leads & value by status
- Setup your own sales workflow
- Manage expiry times for each status, and get notified when they expire
Quotes
- Multiple customisable quote templates/stationary
- Multiple pricelists & discount management
- Calculate costs & profitability when quoting
- Multi currency
- Customers can view & accept quotes online including T&C’s
- Revise and update quotes with a history of all versions
- Sales and KPI reporting
Customer Service
- Full history of customer interaction
- Last contacted date
- Log recurring calls & set reminders
- Send emails with templates
- Meetings & Shared Calendars
- Task Management
- Store customer documents
- Build custom forms
Mobile App
- Geo, travel & time tracking
- Customers, leads & prospects
- Voice to text functionality
- Create & view quotes
- Find clients near your location
- Daily calendar for tasks & calls
- Integrated company chat