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orange-arrowPipeline, Quotes and Orders – all from one page

  • Quick process between prospective sales, generating quotes and closing orders
  • Set chance of close and target close dates which can be reported on
  • Insert products from your product catelog, with custom fields and different pricing tariffs
  • Generate bespoke quotes into Word or PDF formats and send with an email template




  • A fully optimised telesales suite, with a central view of contact information, enabling fast call rates
  • View previous communications, schedule call backs, edit contact details, create orders and add events
  • Assign specific lists to other members of your team
  • Use custom fields to store key business information

orange-arrowPipeline management

  • Take advantage of estimated chance of close and expected close dates to track your pipeline
  • Automatically assign sales to account managers/sales people
  • Pick products/services from the database, automatically calculate the order value with pre-defined or custom pricing and tariffs
  • Full reporting gives sales people a complete view of their pipelines and lets managers monitor sales teams targets
  • Place pipeline graphs and tables on a dashboard and export to CSV for further analysis



orange-arrowDocuments for all purposes, designed by you, from one place

  • Generate Word and PDF documents, branded and structured by you
  • Create documents for any purpose such as quotes, delivery notes, pick sheets, order forms and job sheets
  • Insert contact, sales and product information directly into documents
  • Email or print from the sales page