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Sales & CRM.

Keep relationships, opportunities, customer records and sales activity in context.

Explore capabilities

WHAT'S INCLUDED

Explore the capabilities.

Built to keep related work and information connected across your business.

01

Customer & supplier records

Keep contacts, balances and transaction history together.

Customer and supplier profiles with contacts and addresses
Invoice, bill, payment and purchase histories
Outstanding balances and printable statements
Duplicate detection, archive and restoration
Branch association and historical document snapshots

02

CRM pipelines

Follow leads and deals from first contact through conversion.

Lead sources, tags, ownership and status
Duplicate handling, lead merging and conversion
Companies, contacts, deals and configurable stages
Activities, notes, attachments and timelines
Sales orders and quotation association

03

Appointments

Plan customer interactions alongside the work they relate to.

Customer and staff association
Appointment types, duration, location and status
Calendar-oriented views and branch-aware scheduling
Dashboard reminders

MORE TO EXPLORE

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