CRM and Sales
Inquiries, quotations, follow-ups and the weekly pipeline in one place, per salesperson.
- Inquiry inbox and quotation chase list
- Pipeline with probabilities and lost reasons
- Daily plan and collection commitments
Six modules that follow the order from first inquiry to the last payment. Use all of them or start with one.
Inquiries, quotations, follow-ups and the weekly pipeline in one place, per salesperson.
Turn drawings and BOQs into fabrication lists, costing and approved quotations.
Invoices, receivables and client statements, with cheques and credit approvals.
Work orders to delivery, with stock deducted only after approval.
Targets and reviews for the roles you choose, visible only to the owner.
A learning library inside the system: product knowledge for sales, coordinators and new staff.
For every role
Sales sees their pipeline and follow-ups. The estimator sees requests by age. Accounts sees what is due. Production sees the day's work orders. Management sees what is waiting for approval.