Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
Manage sales and client data with features like storing and tax information, tracking payment terms, and searching addresses on maps. Log sales by customer and zone, save visit summaries, and calculate customer profitability.
Create sales, customer orders, delivery orders, quotes, or suspend sales. Perform validated refunds and exchanges. Manage promotions and track inventory. Access an administrator dashboard to control device and employee permissions.
