Products & Pricelists
Products & Pricelists Use pricelists to record special conditions for a specific customer or to define prices for a segment of customers. Define promotions and have them applied automatically for […]
Products & Pricelists Use pricelists to record special conditions for a specific customer or to define prices for a segment of customers. Define promotions and have them applied automatically for […]
Contracts Don’t waste paper any more. Just record all your contracts in the application. Invoices are generated automatically based on your conditions of contract. Account managers get alerts before contracts […]
Organize Your Opportunities Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and […]
Lead Management Made Easy Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales team. Find duplicates, merge leads and assign them to […]
Calls for Bids A call for bids, call for tenders, or invitation to tender (ITT) (often called tender for short) is a special procedure for generating RFQ to suppliers and […]
Collaborative Agenda Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues’ in one view. As a manager, it’s easy to see […]
Invoicing Invoice based on time and materials, on delivery orders or fixed price. Get recurring invoices produced automatically, create advances in just a few clicks, re-invoices expenses easily, etc.
Email Integration and Automation Route, sort and filter incoming emails automatically. CRM handles incoming emails and route them to the right opportunities or sales team. New leads are created on […]