Manage sales and distribution tasks including order creation, delivery tracking, invoicing, returns, and cash collection. Schedule salesperson routes and manage inventory with stock-taking, adjustments, transfers, and damage records.
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
Manage customer relationships with AI-driven insights and automation. Monitor accounts in real time, generate personalized outreach, and automate daily workflows. Plan, engage, and close deals with data from internal and external sources.
Manage sales with configurable categories and tax settings. Accept payments via Heartland Payment Systems or BridgePay. Customize receipt layouts and reconcile cash drawers through an online portal. Generate reports and track business performance.
