CRM & Sales Pipeline
Capture leads, move deals across a kanban pipeline and nurture customers with campaigns and surveys.
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私たちは革新的なアイデアを思いつくときに成功しますが、スマートなコンセプトは測定可能な結果でサポートされるべきであることも理解しています.
Quotations
Win the deal on the first send
Create, revise and duplicate quotations, send them as PDF and convert the accepted version into a sales order.
- Revisions
- Duplicate quotation
- PDF quotations
- Convert to order
Orders & delivery
Approve, pack, ship, deliver
Sales orders go through an approval step, then deliveries track packed, shipped and delivered with printable delivery notes.
- Order approval
- Activity timeline
- Delivery status
- Delivery note PDF
Teams & commissions
Reward the people who sell
Organise sales teams, set commission rules and approve payouts, with price lists, channels and forecasts to plan ahead.
- Commission rules
- Sales teams
- Price lists
- Sales forecasts
特徴
Connected Features
Each area of ERPSync shares the same customers, products, people and ledger, so work done in one place is instantly available everywhere else.
Client Portal & Helpdesk
Give clients a self-service portal for invoices, estimates and contracts, and answer their tickets in a built-in helpdesk.
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