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Sales And Marketing Software

Sales And Marketing Software

Communicate quickly and efficiently

Get custom alerts for relevant activities, communicate directly from quotations via email, automatically keep complete records of your negotiations.

Maximize profits by upselling

Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.
Wave

Order & contract sorting

From quotations to sales orders
Convert quotations into sales orders with a single click.

Contract management
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with  recurring contracts.

Create Professional Quotations

Wave

Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

Pro-forma

Send Pro-forma invoices to your customers.

Quotation Template

Design custom quotation templates in just a few clicks and reuse them to save time.

Upselling

Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

Manage Orders & Contracts

Wave

Sales Orders

Convert quotations into sales orders in one click. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

Contracts

Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with software Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.

Manage Invoicing from Sales Orders

Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

Order-Specific Routes

Apply special routes from order lines: dropshipping, replenish on order, etc.

Maintain Products & Prices

Wave

Product Variants

Create and configure products with multiple attributes or variants such as size, color, finish, etc.

Product Types

Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

Product Configurator

Configure and sell your products by easily selecting your variants attributes with exlusion and optional products.

Discounts

Apply discounts on any quotation line item and choose if the discount should be visible or hidden.

Units of Measure

Sell product in multiple units of measure and let our software manages the conversion.

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