Features

Unlock the Full Potential of Your Business

Discover features designed to simplify and optimise your operations.
Sales Pipeline

Sales Pipeline Management

Streamline your sales process with our intuitive Sales Pipeline Management feature. From lead generation to closing deals, manage it all in one place.

Visualise Your Sales Journey

Get a bird's-eye view of your sales pipeline with our visual tracking system.

Make Data-Driven Decisions

Leverage real-time analytics to optimise your sales strategies.
Feature - Sales pipeline
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Sales Proposal

Online Proposal System

Create, send, and manage proposals effortlessly with our Online Proposal System. Say goodbye to manual paperwork.

Quick and Easy Proposal Creation

Utilise customisable templates to create professional proposals in minutes.

Close Deals Faster

Enable response for quicker approvals to close deals faster.
PDF Quotes and Invoices

PDF Quotes and Invoices

Transform your quote and invoice process with our PDF feature. Experience the ease of digital documentation without the hassle of manual paperwork.

Instant PDF Creation

Generate detailed quotes and invoices in PDF format with just a few clicks, ensuring you can provide clients with prompt and professional documentation.

Accelerate Client Approvals

Provide your clients with straightforward, easy-to-navigate PDF documents. This straightforward format facilitates quicker decision-making, independent of our advanced Online Proposal System.
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Feature - Strategy & Goals
Strategy & Goals

Strategy & Goals

Set clear objectives for your business with our strategy tools. Define goals for sales, lead gathering, retention rate, and conversion rate. Watch as our platform tracks your progress automatically, keeping you aligned with your business vision.

Define Your Business Objectives

Easily set measurable goals for key business metrics like sales, leads, and retention.

Track Progress Effortlessly

Our platform automatically tracks your goals, providing real-time updates to keep you on course.
Business Intelligence

Business Intelligence

Turn your data into actionable insights. Our Built-in Business Intelligence feature helps you make informed business decisions.

Your Data, Your Way

Business intelligence dashboards to monitor key performance indicators.

Deep Dive into Data

Generate advanced reports for a thorough analysis of your business metrics.
Feature - Business Intelligence Dashboard
Other features

Enhance Your Business Operations

Discover a suite of additional features designed to further streamline your business processes. From managing orders to controlling user access, each feature is crafted to enhance efficiency and control.

Order Management

Efficiently handle all your orders in one place. Track order status, manage inventory, and ensure timely deliveries.

Product Management

Organise and manage your products with ease. Keep track of product details, pricing, and stock levels.

Customer Management

Maintain detailed customer records. Track interactions, preferences, and purchase history for better customer service.

Supplier & Purchase Management

Manage your suppliers and purchases effectively. Keep track of orders, negotiate better deals, and maintain healthy supplier relationships.

User Access Control

Ensure security and efficiency by controlling user access. Assign roles and permissions to team members based on their responsibilities.

Audit Log

Keep a record of all activities. The audit log provides transparency and helps in tracking changes made within the system.

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