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Services and sales

A system for service and trading companies. You see the customer, the order, the tasks and the invoice in one place. The sale does not get lost between the sales rep, the work and accounting.
  • Customer card with contacts, communication history and contracts
  • Payment plan in the order, with the contract and invoice created from it
  • Tasks, meetings and calls assigned to colleagues
  • Recurring invoices issued on schedule

Track all company processes

From the first contact to the paid invoice, you see the stage of every customer and order. The manager sees the status of all orders. The sales rep sees their own tasks.
Warehouse management

Warehouse management

You do the warehouse stocktaking in the system.

  • Stock levels for each material
  • Reserve materials for production or a service so they are not used elsewhere
  • You see how much material has been written off
  • You enter new products and see them in the warehouse list
Working time and schedules

Working time and schedules

You plan employees' working time and see it in real time.

  • Employee work schedules
  • Working time tracking against the schedule
  • Vacations and substitutes - you see who is working today
Reports and analytics

Reports and analytics

You see sales, orders and tasks in reports.

  • You see which areas are doing best
  • You spot areas that need change
Recurring services

Recurring services

You sign a contract for a recurring service once.

  • Invoices are issued on the contract schedule
  • You see income and expenses for the coming period in advance
Invoicing

Invoicing

You issue pro forma, credit and recurring invoices.

  • Invoice from a template - you do not re-enter data
  • Invoice status and customer details next to the invoice
Task planning

Task planning

You plan employees' tasks, meetings and calls in one place.

  • You create a task and assign it to a colleague
  • You see the status of each task
  • Filter by project or employee
Customer data management

Customer data management

You see new and returning customers in one list.

  • Merging duplicate customer records into one
  • Employees find a customer by search and correct their details
  • One record per customer with the latest details
Customer card

Customer card

In the customer card, you see all the information about the customer.

  • Contact list and communication history
  • Documents and contracts in the customer card
  • When an issue comes up, you find the information right away without asking a colleague
Order management

Order management

In the order card, you see all of its information.

  • Payment plan - you see what has already been paid
  • Completed work stages and how much is left to do
  • Contract or invoice from the order with one click

How the system benefits your business

You do not need to retype customer data into the invoice. You issue it from the order, which already contains the customer and the payment plan.

Customers and sales

  • Customer card

    Before a call, you see contacts, communication history and contracts.

  • Sales funnel

    You see the stage of every deal.

  • Tasks and meetings

    You assign a date and a responsible person to every call and meeting.

Orders and work

  • Order

    You see completed work stages and the paid parts of the payment plan.

  • Warehouse

    You reserve materials for an order and see how much is left in the warehouse.

  • Working time

    In the schedule, you see who is on vacation and who is substituting for them.

Invoices and reports

  • Invoices

    You issue pro forma and credit invoices from a template.

  • Recurring services

    Recurring invoices are issued on the contract schedule.

  • Reports

    You see which areas are doing well and where change is needed.

System implementation

Procesas aiškus, paprastas ir greitas.
  1. 1

    System setup

    We set up the system to match your company's workflow and needs.

  2. 2

    Data import

    We securely transfer your existing customers and other data to the new system.

  3. 3

    Staff training

    We train your team to work with the system. Support is free.

  4. 4

    Support and optimization

    We provide support and updates. We help you improve your workflow in the system.

Companies that trust us:

Dažnai užduodami klausimai

Atsakymai į dažniausius klausimus apie CRM sistemą Jūsų sektoriui.

Yes. You record services in an order with work stages, and goods from the warehouse with stock levels. In both cases, the contract and invoice are issued from the same order.

You keep the customer in a card with contacts and communication history. You record the next call or meeting as a task with a date and a responsible person. You merge duplicate customer records into one.

On the recurring contract schedule. You sign the contract for a recurring service once. You also issue pro forma and credit invoices.

In the order's payment plan. You create it in the order and see what has already been paid. You mark work stages in the same order.

In reports, you see sales and orders. You see employee tasks and working time separately. This way you spot where attention is needed.
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