Sales is indeed the thriving need of any organization. Salesy is a business sales CRM tool, here to make your complex sales activity a lot easier. Never again miss a meeting or miss on a quote or miss a client for poor management. With Salesy, put your best foot forward and ace your sales card.
Think of sales and what all comes to your mind? Sales, leads, Invoice, product, opportunities, and account? Well, get an overview total of each of these on a dashboard of Salesy. Further, get a trend chart of Invoices, quotes, and sales orders of a certain specified period. You can also find the individual overview of each of these elements broken down in percentage.
Manage role permissions
With Salesy you can create new roles and assign permissions to them accordingly. This is a multi-user system. You can add as many users as you wish by adding in their requisite details. Assign the roles to these users and manage their status. Additionally, you can add stream comments and attach files with these comments.
Edit the existing invoices by adding new items/products. Download, print or Resend the invoice through simple click. Send payment reminders and add payments with ease. Customer can pay invoice via Stripe and Paypal.
Quotes, sales order, and Invoice
Send a quote, receive an order and send an invoice. Well, this pretty much is the cycle of every organization out there. Manage each aspect of this cycle individually through Salesy. Know the status, amount, assigned user, created date, and other vital information in a list itself. You can also opt for a grid view, whatever may suit your convenience.
After all, there is no point in sales if we cannot resolve the queries. Manage the queries by raising cases and assigning status, priority, and users to them.
Manage everyday activities
It’s difficult to keep a tab on to-do lists if they aren’t backed with timely reminders. Well, manage your calls, meetings, and tasks by adding them to the calendar which in turn would be displayed on the dashboard.
Get auto-generated reports for a sales order, invoice, quote, and leads analysis. You can customize these reports for any given time period by filtering various parameters.
From brand logo to permissions and default settings, control every aspect of this tool form here. Salesy is available in multiple languages for global usage feasibility.
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