Features
Streamlining success from prospecting to profit: an easy-to-use experience for modern business.
Leads
The "Prospect" module is a smart solution for lead management. It enables users to track and follow up with potential clients, predict email contacts from company URLs and LinkedIn profiles, and streamline the lead conversion process. With automated follow-ups and intelligent categorization, this feature simplifies the task of converting prospects into loyal customers, providing sales and marketing teams with the essential tools they need to succeed..
Orders
The "Orders" module is designed to manage product or service order requests effortlessly. Users can draft orders, generate PDF files, and convert them into invoices with ease. This integrated approach simplifies the entire order handling process, offering a seamless solution for businesses looking to optimize their sales and invoicing workflows..
The "Email" module enables direct communication with prospects or customers, right from the platform. Whether crafting a personalized message or sending an important document, this module has you covered with file attachment support, signature integration, and HTML support for visually engaging emails. Plus, with tracking functionality, you can monitor email engagement and response, ensuring that every communication is aligned with your goals. Simple and versatile, the "Email" module brings efficiency and effectiveness to your outreach efforts..
Products
The "Products" module offers comprehensive management of stock inventory, seamlessly connected with orders. Import products from CSV files, manage prices, apply discounts, and handle VAT with ease. Whether tracking inventory levels or adjusting pricing strategies, this module integrates all essential functionalities, providing a robust solution for businesses to maintain control over their products and financial aspects. It's a vital tool for managing your product line efficiently and aligning it with your sales and order processing.
