Wholesale trade
The success of wholesale trade depends on the strategic efficiency of the supply chain and processes.
With our CRM system, you can handle everything from warehouse management to invoicing and easy order management.
Features
- Customer relationship management
- Sales management
- Order management
- Warehouse management
- Document management
Effective customer data management
Repetitive data management is important to avoid mistakes when communicating with customers, so customer aggregation can be useful for team members to effectively manage customer data
Effortless account management
With just a few clicks of the buttons, you will issue credit or pro forma invoices and see their status. You'll also see paid, unpaid, and overdue bills in the expenses module to help you plan your expenses.
Manage orders flexibly
With our order module, you will easily create an order, draw up a payment plan, see the customer's information and the stages of the work performed, and quickly generate a contract or invoice using the Pantera CRM system.
Customer information in one place
The opportunity module contains everything about customers: events, documents, communication history. This helps to prioritize customers and identify real opportunities for making deals.
Warehouse management
It is convenient to see the detailed remnants of materials, raw materials. The employee can reserve the materials necessary for the product or service. You will be able to monitor the write-off of materials. Neatly enter new products into the warehouse system. You will do the inventory much easier.
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