Create and track invoices, quotes, and sales orders. Generate documents for printing, emailing, or faxing. Send client statements, recurring invoices, and late payment reminders. Produce reports on unpaid invoices, payments, and item sales.
Manage sales appointments with by setting reminders, viewing schedules, and tracking customer interactions. Access product information and prepare sales materials. Update appointment statuses and communicate with team members in real time.
Manage team performance and communication remotely
Manage team performance with real-time feedback and goal tracking. Assign tasks, monitor progress, and send messages. Generate reports and conduct virtual meetings. Integrate with existing sales systems for data synchronization.
