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.
Win more deals
Qualify leads, move opportunities through your pipeline and nurture prospects with campaigns.
- Kanban pipeline
- Lead import
- Email campaigns
- Surveys
Fulfil without friction
Convert quotations to approved orders, ship deliveries and invoice from the order.
- Order approval
- Deliveries
- Returns
- Commissions
Keep customers coming back
Clients use the portal to pay invoices, approve estimates, sign contracts and raise tickets.
- Client portal
- E-signed contracts
- Helpdesk
- Contact history
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.
Quotations & Sales Orders
Turn quotations into approved sales orders, deliveries and invoices — with returns and commissions built in.
もっと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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