Module

CRM & Sales

From first enquiry to paid invoice in one pipeline, with nothing re-typed between steps.

Everything in the sales cycle

Leads and enquiries

Capture enquiries from your website and other channels and assign them to your team.

Deals pipeline

Follow each deal through its stages and see what is likely to close this month.

Quotations and proposals

Send professional quotations and business proposals, then convert them to orders in one click.

Sales orders

Reserve stock and drive dispatch from confirmed orders.

Invoices and payments

Invoice from the order, collect online through payment gateways and post payments to the ledger.

Stores and counter sales

Retail counters with their own sales reports, using the same products and stock.

Customers you actually know

Every quotation, order, invoice, payment, message and support ticket sits on the customer record. Collections tools such as customer profiles, dunning letters and payment plans help you follow up on overdue balances before they become bad debts.

Common questions

Can I customise my quotation and invoice layouts?

Yes. Company details, logos, terms and numbering are set per company.

Which online payment gateways are supported?

Payment gateways are configured in Settings; ask us for the current list for your country.

Does it handle price lists and discounts?

Line-level discounts and product pricing are supported on quotations, orders and invoices.

See your sales pipeline in action

Bring a real quotation and we will walk it through to an invoice in the demo.

Book a demo
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