Create customizable dashboards to track your sales process through various stages, Leads, Opportunities and Orders.
Sales Process Flow
Define data elements and milestones that are important within your sales process. Create overdue notifications based upon expected completion dates and flows to automate quote approval processes.
Quote / Proposal generation
Quote repairs, service agreements, installations and new equipment sales. Generate quotes for non-compliant inspection items.
The Revenue Forecasting feature takes the guess work out of pricing out multi-year service contracts.