Sales Management

Drive revenue growth, track pipelines, and manage your entire sales cycle seamlessly.

Accelerate Your Sales Cycle

From the first quote to the final invoice, the Sales Management module empowers your sales team to close deals faster. Create stunning, professional estimates and convert them to ETIMS-compliant invoices in a single click.

Core Capabilities

Quotes & Estimates

Create professional quotes in seconds. Customers can view, accept, or comment on quotes directly through a secure online portal.

Invoicing & Online Payments

Convert quotes to invoices instantly. Embed payment links so customers can pay you securely via Mobile Money (M-PESA) or Credit Cards.

Sales Orders & Approvals

Manage B2B sales efficiently. Implement approval workflows for discounts and ensure inventory is reserved immediately upon order confirmation.

Automated Payment Reminders

Stop chasing payments manually. Set up automated email and SMS reminders for overdue invoices to ensure you get paid on time.

Transform Your Customer Relationships

Comprehensive Customer Portal

Provide your clients with a self-service hub. They can log in anytime to view their account statements, pay outstanding invoices, and accept new proposals without waiting on your team.

Sales Performance Tracking

Monitor sales rep performance, track revenue by region or product category, and forecast future cash flows based on your current pipeline.

Need Support or Have an Issue?

Our technical support team is always ready to assist you. Simply login to your account and raise a support ticket, and we'll get it sorted immediately.

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