Sales & customers

Sales

From quote to payment, without losing track.

What this module does

Manage the whole sales cycle: quotes, orders, invoicing and pipeline follow-up, with special pricing and discounts per customer.

Main features

  • Quotes and sales orders with product and service lines
  • Approval flow: quote → approved → processing → shipped → completed
  • Special discounts and pricing per customer or campaign
  • Invoices generated from each order
  • Full sales history for every customer

Want to see Sales in action?

We’ll show you how it connects with the rest of your operation in a personalized demo.

Book a demo