Sales CRM Features
Estimate
- Generate accurate cost estimates for products or services.
- Foster transparent communication with clients.
- Customize estimates based on client requirements.
- Seamlessly convert estimates into proposals.
Proposal
- Create professional proposals with detailed project information.
- Integrate electronic signatures for quick approvals.
- Facilitate collaborative editing for multiple team members
- Track different versions of proposals for history and reference.
Invoice
- Automate invoice generation for completed sales.
- Customize invoices for branding and professionalism
- Support multi-currency transactions for international business
- Implement automated reminders for overdue payments.
Recurring Invoice
- Schedule and automate recurring invoices for subscriptions.
- Provide flexibility in billing cycles based on business needs.
- Allow modifications to recurring invoices for plan changes.
- Implement a notification system for upcoming invoices.
Retainer Invoice
- Efficiently manage and track retainer contracts
- Generate invoices for retainer-based services.
- Track retainer balances and usage based on Customers.
- Send automated reminders for retainer contract renewals.
Sales Order
- Efficiently create and manage sales orders.
- Link sales orders to inventory for accurate tracking.
- Provide real-time updates on sales order status.
- Integrate sales orders with the invoicing process.
Delivery Challan
- Generate documentation for shipped goods.
- Serve as proof of delivery for shipped products.
- Streamline logistics processes with accurate documentation.
- Record and track details of each shipment
Credit Notes
- Issue credit notes for returns or adjustments
- Record credit transactions on ERP in a timely manner.
- Clear outstanding balances through credit notes.
- Maintain a Record history of issued credit notes.
Payments
- Record payments received from clients.
- Reconcile payments with outstanding invoices.
- Automate payment recording for efficiency Tracking.
- Implement late payment reminders to enhance cash flow.
Experience a Free Demo with Us Today!
Around-the-Clock Support, Always Here for You!