Sales & CRM
Imacyu BMA ยท Sales & CRM
The whole sales process in one flow, from opportunity to invoice; point of sale for your shop.
Every step of the sale, from the customer record to the invoice, moves along the same flow. A quote becomes an order, an order becomes a delivery note, a delivery note becomes an invoice; you never enter the same information twice.
What's included
Sales & CRM screens.
Customers and contacts
Customer records, contacts, price groups and payment terms.
Opportunities
Track sales opportunities that have not yet become quotes.
Quotes
Prepare quotes while seeing cost and margin for each line; send them for approval.
Orders and delivery notes
See orders open for shipment and those past their delivery date in one list.
Invoices and returns
Invoice from a delivery note or directly; returns are handled on the same screens.
Point of sale
A fast sales screen for the shop, with end-of-day reports.
Other modules