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• Register products, services, and combos with unlimited capability.
• Create custom fields to achieve the necessary level of information for your business and sales team.
• View your catalog clearly and comprehensively using filters to easily identify products and services.
• Configure production and shipping dates for each product and service, ensuring more accurate quotes.
• Easily expand products to their respective inventories for an integrated organization.
• Create customized display conditions for better organization for your sales team and more personalization for your clients when creating quotes or sales orders.
• Use product data such as weight and dimensions in the creation of pricing rules, ensuring more accurate quotes and sales orders.
• Manage inventory across multiple locations, including plants and storage facilities, with precision and efficiency.
• Track stock levels and optimize your supply chain for maximum productivity.
• Maintain control over incoming and outgoing inventory with entry and exit controls.
• Extract detailed data from your inventory and generate reports on stock levels, movement history, and other key metrics to gain valuable insights and inform strategic decisions.
• Create conditional pricing formulas for complex pricing, including variables, taxes, margins, discount rules, ranges, commissions, and more.
• Create payment methods and conditions that meet your business needs and customer preferences.
• Take your sales reps out of spreadsheets and into an automated tool that delivers error-free quotes and sales orders.
• Use the available attributes on the platform to create price rules and discount conditions, such as customer category, specific products and services, payment methods, and more.
• Giftback feature is a great tool to increase the customer loyalty, enhance their buying experience and help the sales team to sell more.
• Keep track of every sales order and monitor their status in real-time, ensuring up-to-date information and better management.
• Make adjustments to orders at any time, ensuring flexibility and enhancing customer satisfaction by accommodating changes quickly.
• Easily integrate with your business ERP systems for streamlined operations and data consistency, reducing manual efforts and errors.
• Access a detailed history of all sales transactions, providing better insights and supporting informed decision-making.
• Utilize advanced filtering options to quickly find and analyze specific orders and trends, enabling you to identify patterns and optimize your sales strategy.
Efficiently manage your organizational structure with our robust commercial hierarchy features, empowering you to maintain control, enhance security, and streamline operations within your organization.
Reports and dashboards to focus on your KPIs and sales metrics, keeping all essential information in one centralized location.
Filters designed to enhance usability, ensuring that you can access the most relevant data for your specific needs. Filter by date range, best-selling products and services, sales volume, and more, allowing you to drill down into specific metrics and gain deeper insights.
Compare results across different periods to identify trends, measure performance, and make informed adjustments. This helps in recognizing seasonal patterns, assessing the effectiveness of sales strategies, and optimizing future campaigns.
Identify winning patterns and pinpoint bottlenecks in your sales process to optimize performance and drive growth.
Evaluate both team performance and individual contributions, facilitating recognition of top performers and areas for improvement. Set clear sales targets and monitor progress towards achieving them, ensuring alignment and motivation across your team.
Export data and reports for further analysis or sharing with stakeholders, facilitating collaboration and strategic planning.
