Create accounts and contacts for your customers, with ability to fully customize data fields. Customer data can be easily imported from (and exported to) Excel sheets.
Hierarchical system allows building your products and services catalog based on your company’s price lists. Inventory management capabilities will automatically check items for availability upon forming quote, and will decrease any purchased amount accordingly from the available stock
Create unlimited number of sales channels, where these channels can read and capture data from received emails or submitted forms.
Ability to create department-specific workflows, clearly indicating the critical stages; Proposal and Contract. Any number of tasks can be created under each customer record, where these tasks can be customized by adding, removing or modifying data fields. Tasks can also be assigned to a sales person, and all related activities will be logged.
Use the calendar tool to schedule tasks and meetings, and get automatically notified when they are due.
Ability to create department-specific pipelines with different stages based on needs. Within pipeline view, easily create leads and tasks then use drag-and-drop to move them across from one stage to the next.
In addition to the customizable predefined forms available, the solution supports creating additional forms to fit any functional requirement across different teams.
Run any of the available rich report templates which provide insights into marketing effectiveness, sales performance, service staff activities, and booking and revenue. Reports can simply be exported to Excel and PDF formats.
The solution supports adding multiple currencies and specifying the default one.
The system can include any content language.
English as well as Arabic languages are supported.