Sales and CRM Software
Follow each customer from the first enquiry to the final payment, without typing the same details twice.
Why It Matters
Leads get forgotten when they live in inboxes, and collections slip when sales can't see what accounts can see. Here, your sales and finance teams work from the same customer record, so a follow up or an overdue balance is easy to spot.
What Is Included
We set this up around the way you work, then train your team to use it.
Leads and Opportunities
Capture enquiries, assign an owner and follow every deal through your pipeline.
Quotations and Orders
Turn an accepted quotation into a sales order and delivery in a few clicks.
Price Lists and Discounts
Keep separate price lists for customer groups or territories, with pricing rules on top.
Invoicing
Send tax invoices in your own branded layout, with the right tax applied automatically.
Collections
Share statements and follow up on payments using live balances and aging reports.
Sales Reports
Compare sales by customer, item, territory and salesperson.
Connected to the Rest of Your Business
Financial Accounting
Ledgers, receivables, payables and banking, all in one place.
Inventory & Warehousing
Know what you have and where it is, in every warehouse.
Point of Sale
Quick counter billing, tied to your stock and accounts.
See Sales & CRM with Your Own Examples
Book a free demo and bring the transactions your team handles every day.