SALES & CRM

Track leads, close opportunities and get accurate forecasts
  • Use actionable data to make better decisions.
  • Get the insights you need to make smarter decisions.
  • Design custom dashboards to get a picture of your business at a glance.
  • Dig deeper with real-time reports and flow charts that anyone can create and share.
Easily review your performances & next activities

Know exactly how you perform compared to your monthly targets. Organize your work based on your scheduled next actions.

Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.

Real-time messaging to enhance collaboration

Get a quick overview of what’s going on in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real-time and catch-up on things you missed when you were away.

Automate operations and focus on customer relationships and revenue
Order & contract sorting

From quotations to sales orders: Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.

Contract management: Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities and manage your subscriptions with recurring contracts.

Let your customers help themselves: The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use the Sign feature to easily get signatures on NDAs, contracts, or any PDF document.