Sales
Efficiently manage your entire sales pipeline, including quotes, orders, invoices, calls, and meetings—enhancing team productivity and customer satisfaction.
Key Features
Centralized dashboard for quotes, orders, invoices, and calls
Generate real-time reports on sales activities and performance
Easily convert quotes into orders and manage invoice payments
Schedule and manage meetings with customers efficiently
Track client interactions and improve relationship management
All-In-One Sales Management
Access every component of your sales process—quotes, orders, invoices, calls, and meetings—from one intuitive dashboard. Save time, reduce errors, and increase your team’s efficiency by managing everything in a centralized workspace.
Smarter Decisions with Real-Time Insights
Monitor your sales performance through dynamic reports and analytics. Filter data by status, users, date, and more to get a clearer picture of your operations and make informed decisions that drive growth.
Strengthen Customer Relationships
Keep track of every client interaction including calls, meetings, and transactions. This allows you to deliver personalized service, increase customer satisfaction, and boost loyalty over time.
Full Description
Optimize Your Sales Process from Start to Finish
The Sales Add-On empowers teams to manage every step of the sales process in one place—making it easier to stay organized, close deals faster, and maintain strong customer relationships. From quote generation to order fulfillment and invoice tracking, everything is streamlined for efficiency.
Real-time reporting provides the clarity you need to make data-driven decisions. Combined with robust tools for communication and follow-up, this add-on turns your platform into a complete sales management solution. Stay in control, stay connected, and scale your sales operations with confidence.