• 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