Add a 'Share on WhatsApp' button to quotations and customer invoices - send the portal link to your customer in one click.
Generate compelling product sales descriptions with AI, in one click - choose tone, length, language and key features. Bring your own key via the free AI Gateway.
Automatically cancel quotations once their validity date has passed - keep your pipeline clean.
Add a QR code to quotations that opens the online quotation - so customers can view and accept it from their phone.
Total Amount in Word for Sales, and Purchase both in view and report.
Flag risky customers at a glance - a colour-coded credit badge on the contact and on every sales order, driven by the credit limit.
Print each salesperson's signature and caption at the bottom of their quotations and sales orders - personalise every quote.
Warn or block sales-order confirmation when a customer is over their credit limit - with a manager override.
Complete Customize report
Handle customer returns properly: a return authorisation (RMA) with its own workflow and a one-click return receipt.
Dashboard in sale view
Pay your sales team accurately: commission plans with rates by product category, per-salesperson statements computed from orders, and a clear approval flow.
Set monthly or quarterly sales targets per salesperson and track achievement live against confirmed orders.