Basic needs for effective sales management
and extensive customization, automation and analytics capabilities
Access the system conveniently both in and out of the office
No restrictions.
Access transactions in and out of the office, from desktop and mobile devices. Connect to the system through an internet browser from any device or use the application on mobile phones and tablets.
All about transactions in one place
All transaction-related information and work with them in one place.
Keep deals, customers and contacts in one place and customize the data you enter to suit your needs. Add documents to transactions by setting up standardized document folders and standard document forms for each new transaction. Create offers and manage documents right there in the system, within a given transaction.
Automate processes
Save time, speed up work execution and adapt the system to your sales processes.
Develop and create automation in the system, such as reminders, notifications, automatic sending of e-mails, automatic satisfaction surveys, automatic creation of offers, reconciliation of offers, electronic signature of offers, etc.
Analyze sales figures extensively
Make data-driven decisions and evolve your sales process.
First, 100% customize the data you collect and the data you care about. Second, use the usual EXCEL to create reports and graphs for data analysis, or connect the powerful Power BI and its available artificial intelligence capabilities.
Opportunities are already being used
Start the digital transformation
today
Contact us in a way convenient for you.
Learn about next steps to install the solution and get answers to any outstanding questions.
Request a free consultation
Free, remote, 1-hour long consultation at a time convenient for you.
