Fastest way from Quote to Cash
Why has managing sales become so much difficult ?
All-in-one Quote To Cash platform
The best features of a CRM, Quoting software, Payments tracking, built together from the ground up. A total Sales Management Platform built to evolve as your business evolves.
Dynamic Pricing rules
- Set up powerful pricing rules based on quantity, minimum order value, promotional discounts, and more.
Flexible Products & Billing
- Create configurations, data fields and processes to Quote, Sell and Bill any product accurately.
- Flexible Products configurations + dynamic pricing rules = respond quickly to customer negotiations with attractive quotes.
- Record notes, discuss with team members, and send client updates through one unified platform.
Live Data Sync
- All Product, Billing, Pricing, Customer information are synced live, creating more efficient and powerful sales processes.
- From customer conversations to payment tracking, get 100% visibility of your customers’ touchpoints with your business.
3rd Party Integrations
- Integrates with ecommerce and accounting platforms such as Xero and Shopify.
Smart Approval Processes
- Create and automate necessary approval steps to deliver complex offerings efficiently to your customers