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Manage Your Pipeline with Ease

Leads Management 

Rich leads information set, lead funnel tracking, lead follow up tracking, leads filtering, leads call back scheduling, lead quoting, lead archiving. Import csv lead lists.


Customers & Contacts

Contacts are the staff of your customers,  follow up tracking, automatically track activity, setup customer visiting regions. Contact call back scheduling.


Quotes

Manage quotes to leads or existing customers. Post quotes to our ecommerce platform for online speed of approval.  Email quotes automatically. Quotes can be automatically converted to sales.

Manage Your Pipeline with Ease

Leads Management 

Rich leads information set, lead funnel tracking, lead follow up tracking, leads filtering, leads call back scheduling, lead quoting, lead archiving. Import csv lead lists.


Customers & Contacts

Contacts are the staff of your customers,  follow up tracking, automatically track activity, setup customer visiting regions. Contact call back scheduling.


Quotes

Manage quotes to leads or existing customers. Post quotes to our ecommerce platform for online speed of approval.  Email quotes automatically. Quotes can be automatically converted to sales.

Colaborate & Communicate

Support Desk

The ability to offer after sales service is managed by support desk. Create support tickets, manage a ticket inbox, manage status and priority, attach notify parties, send standard updates to notify parties, manage and attach FAQ answers, record time spent on a ticket.


Channels

Communicate and collaborate with internal messaging channels. Open multiple channels to coordinate the team’s efforts. Keep colleagues informed.


Inventory

Inventory reports on product inventory,recent purchases, branch inventory, category inventory, warehouse inventory, customer shipments, warehouse movements.  

A Powerful Set of Sales Tools

Web Trade

Our ecommerce platform empowers your customers to place orders directly with you. It is essential that you become their preferred supplier because you are the easiest to do business with.


Catalogs

Catalog manages your product range. Input product information and images. View product details and price lists. Set product prices by customer type and currency. Link GL codes to products.


Analytics

Dashboards and reports for overall sales, branch sales, staff sales, sales margin, quotes, top customer sales, top product sales, top product category sales.

A Powerful Set of Sales Tools

Web Trade

Our ecommerce platform empowers your customers to place orders directly with you. It is essential that you become their preferred supplier because you are the easiest to do business with.


Catalogs

Catalog manages your product range. Input product information and images. View product details and price lists. Set product prices by customer type and currency. Link GL codes to products.


Analytics

Dashboards and reports for overall sales, branch sales, staff sales, sales margin, quotes, top customer sales, top product sales, top product category sales.

Manage Orders with Ease

Sales

Create sales orders directly in the CRM. Branch based transactions of sales and stock. Intelligent tracking keeps your best customers and products to the fore.  Multi price list based on customer type. Full multi currency and gst management on foreign sales. Post completed sales to the Inventogo Financial module. Products have GL codes attached.


Returns

Manage the return of sold goods, separate credit note generation gives you the flexibility to manage damaged returns.

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