Infographics to display monthly sales trends and rankings of top performing salespeople.
Detailed interactive sales reports including sales by year, invoice details, customer interactions, salesperson interactions, payment statuses, and more
Interactive reports that display each rep's sales along with the customers assigned to them and each customer's balance. Customer names are clickable, revealing their locations on a map and detailed transaction history.
Sales Representatives
General Features
Ability to sell, invoice and issue bills and receipt vouchers via mobile and tablet
Ability to issue tax invoices and simplified tax invoices according to the type of customer
Check the customer's credit standing before issuing invoices
Create and manage detailed customer data including contact information, credit limits, and transaction history. Clicking on a customer's name opens a subpage for more insights and selecting an address on the map, simplifying address entry
Track sales representatives and clients right on the map
Sales Representatives Management
General Features
Split sales team into “Sales Manager - Supervisor” and “Sales Reps”
Integrated notifications system between sales manager and reps. Whenever the sales manager assigns a new task, the salesperson receives an instant alert on their Mobile Sales app, facilitating immediate action and continuous workflow
Assign tasks and visits to each rep
Track and view both executed and unexecuted visits by reps, invoices, and invoices returns.