Product

Sales & CRM live demo

Sales & CRM: 1 company, 5,000 active customers; basic shipment/receivables view included. Try it live, no installation needed.

  • 10Full users
  • 1Facility
  • 8Module

Modules in the panel

Sales & CRM

  • CustomersCustomer, dealer and export buyer cards; payment terms and credit limit
  • Customer 360Orders, invoices, balance, shipments and interaction history on one screen
  • QuotesPrepare and send a price quote, convert it to an order when accepted
  • OrdersOrder approval, preparation, shipment and invoicing
  • ProductsProducts sold: species, size grade, form and base price
  • Price listsPrice lists by customer and period, tiered pricing
  • ContractsCustomer contracts: term, committed volume, price list and payment terms

Sector solutions

  • Export & logisticsOrder, document and shipment tracking: domestic and export

Packages that include this product

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