Effortlessly manage your sales
Follow-ups, prospecting and statistics
The sales management module provides sales statistics, makes it easier to follow up on quotes and enables you to manage sales opportunities. It also offers simple tools for email marketing and performance indicators to track your representatives and various advertising initiatives. In short, the sales management module will help you to increase your earnings without complicating management.
Quick billing and receiving
Options for every situation
Make deposit requests and bill for portions of projects, step-by-step or by batch. There are many progressive billing options that allow you to present your invoices in different ways. You can also program recurrent billing to automate the creation and sending of certain invoices at set intervals.
Endless possibilities
Never forget a detail
Option for simplified price updates
Update your prices simply and quickly. Connect with certain suppliers to update your discounts, rates and other information automatically.
Inventory tracking
Stay on top of your inventory when creating an invoice. Set a low stock alert to receive notification when you have limited quantities available. You can also schedule orders for larger quantities based on upcoming projects.
Several simplified accounting reports:
- Billing history by period
- Credit notes
- Payments received
- Overdue accounts
- Client account statements
- Sales report by activity
- Product and service management and much more
All simplified reports can be directly consulted by your company’s bookkeeper. Account statements can be sent to clients directly from the platform according to different criteria, such as overdue payments.
Why use our ERP software?
The benefits:
Increase your earnings:
Project management is simplified thanks to our estimate and quote system that uses online or mobile signatures. It is easier to manage several projects at a time.
Optimize your time:
Managing billing and accounting takes time. Automate your sales processes and focus on what really counts. Say goodbye to manual management, say hello to automation.
Track your profitability:
Our comprehensive solution starts off with an initial evaluation and calculates hours worked and project expenses to ensure profitability. It allows for adjustments to be made for future projects.
Customer assistance tailored to your needs:
Nobody knows our software better than we do. That’s why we offer customized training and coaching—so that you can get the most out of our software.
