Sales

Lead Management Quotation Order Management Invoice Report Partner Management User Management Customer Management Elvis Chatbot

Seize every lead, wherever you are

Enjoy the same great experience on mobile with our optimized interface and performance.

Convert faster, manage smarter, and elevate your sales game, from a single app.

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Order Management

Real-Time Order Visibility:

  • Say goodbye to information silos:
    Gain a centralized view of all your orders with a user-friendly, real-time dashboard.
  • Track order progress at every stage:
    Monitor the status of each order, from creation and confirmation to fulfillment and delivery.

Effortless Sales Pipeline Management:

  • Capture sales intent effectively:
    Identify promising leads and opportunities with our intuitive sales pipeline tools.
  • Nurture leads and convert quotes:
    Convert quotes into confirmed orders seamlessly within the CRM platform.
  • Shorten sales cycles:
    Streamline your sales pipeline with automated workflows and efficient communication tools to quicken deal closure.

Automated Invoice Generation & Streamlined Financials:

  • Eliminate manual work:
    Ditch spreadsheets and automate invoice generation for improved efficiency.
  • Generate proforma invoices instantly:
    Upon order confirmation, proforma invoices are automatically created, providing customers with a clear breakdown of costs.
  • Effortless final invoice and delivery order creation:
    Once orders are fulfilled, final invoices and delivery orders are automatically generated, ensuring accurate financial tracking and streamlined record-keeping.
  • Improved customer communication:
    Keep your customers informed with timely and accurate invoices.

Enhanced Collaboration & Team Management:

  • Shared visibility:
    Grant your teams access to real-time order information, fostering collaboration and ensuring everyone is on the same page.
  • Improved accountability:
    Assign tasks and track team progress within the platform, promoting accountability and a result-oriented sales environment.
  • Data-driven decision-making:
    Gain valuable insights into sales performance with comprehensive reporting tools to optimize your order management processes.