Features
- Record and keep track of sales inquiries
- Send reminders to sales persons to make sure all inquiries are replied to in time
- Import customer emails and link to sales documents
- Keep track of competitor's strenghts and weaknesses for each inquiry
- Prepare sales quotations
- Generate quotation print forms from templates
- Record sales orders
- Keep track of sales activities such as phone calls, meetings, etc.
- Reports:
- Sales leads analysis
- Sales opportunity analysis
- Quotation analysis
- Sales order analysis
- Sales profit report
- Unpaid sales report
- Sales payment report
- Demand forecast analysis
Screenshots