Manage customer orders, supplier orders, and invoices. Track payments and discounts. Maintain customer lists with filtering and editing. Create quotations and credit/debit notes. Integrate with calendar for appointments.
Manage clients, track workflows, and streamline operations
Manage client projects with real-time updates and task tracking. Automate internal processes to reduce manual work. Coordinate vendor activities through centralized communication and task assignment.
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
