From lead to invoice
Sales
Manage the complete sales flow from opportunity and quote to order, delivery, invoice and analysis.
Capabilities
What you can do with Sales.
A practical overview of the main capabilities.
Customers and contacts
Keep customer data, contacts, segments and history together.
- Customer database
- Contacts per customer
- Segmentation
- Customer history
Opportunities
Track potential deals, follow-up actions and expected revenue.
- Sales pipeline
- Expected revenue
- Reminders
- Win/loss analysis
Quotes
Create professional quotes from products and services and send them directly.
- Quote templates
- Email delivery
- Price calculation
- Terms
Sales orders
Convert accepted quotes into orders and monitor delivery and status.
- Quote-to-order conversion
- Status tracking
- Backorders
- Reservations
Deliveries
Plan and register full or partial deliveries.
- Delivery planning
- Partial deliveries
- Confirmations
- Tracking
Invoicing
Generate invoices from orders or deliveries.
- Automatic invoicing
- Invoice templates
- Credit notes
- Payment terms
Sales reporting
Analyse revenue, pipeline, customers and products.
- Revenue reports
- Sales dashboards
- Customer analysis
- Forecasts
The process
From start to result.
Register and qualify leads
Create and send a professional quote
Convert the quote to an order
Plan and register delivery
Generate and send the invoice
Ready for the next step?
See this process in a personal demo.
We demonstrate the workflow using your own organisation, roles and process.