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Beyond CRM Sales & Purchasing
 

CRM Sales

Product Larger View

 

Does this sound familiar to you?

 

How do I streamline all parts of the sales cycle?

 

How are my inventory levels managed?

 

To-do items?

 

Staff allocation?

 

Where am I going to find the time to run the business today and still build for tomorrow?

 

Beyond CRM effectively integrates with all leading accounting software to provide an integrated platform to manage all stages of the sales and purchasing cycle.

 

Beyond CRM offers maximum efficiency through very detailed case management and tracking. Beyond CRM displays the status of each customer need and matches it with the appropriate staff and resources to complete the job – on time, on budget.

 

 

Key features:

 

Generate price quotations

 

Manage customer orders

 

Manage price lists

 

Pro-forma invoices

 

Tax invoices

 

Receipts

 

Delivery notes

 

Manages inventory by type, code, location, etc.

 

Automatically generates purchase orders when inventory drops to pre-determined levels

 

Multi-currency system

 

Links to other documents in this module and other modules

 

Provides tool for calculating profitability for each product