Quotations & Sales Orders
Turn quotations into approved sales orders, deliveries and invoices — with returns and commissions built in.
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Pipeline
Drag deals to the finish line
Visualise every opportunity on a kanban pipeline with your own deal stages, and move deals forward with a drag.
- Kanban pipeline
- Custom deal stages
- Drag-to-move
- Win/loss tracking
Lead capture
Import, qualify and convert
Bring leads in from Excel, track their source and status, and convert qualified leads into opportunities and clients.
- Excel import & export
- Lead statuses
- Lead sources
- Convert to client
Campaigns & surveys
Stay in touch at scale
Send email campaigns to targeted lists and collect feedback with surveys shared by public link.
- Email campaigns
- Mailing lists
- Public surveys
- Survey results
特点
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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