Sales management system
The chain is simple – you draft a quotation, then you turn it into an agreement. Maybe you prepare an advance payment slip or go straight to invoice. Whichever your method, our simple and efficient sales management system for project based agencies will make it a smooth and easily controlled process.
We’ve been around long enough to realise that chasing down invoices at the end of each month is such an unnecessary hassle – so being the clever digital agency that we are, we’ve developed a sales management system that helps project based agencies have a hassle free sales chain from quotation to invoice. We’ve made it easy to use and customise, so that we could package it up and share it with those in need – we also tailor tweak it according to your preferences, if needed.
The package comes with the basics – quotation, agreement, advance payment and invoice templates. Each can be changed and you can add services manually, so don’t worry that it will make your service delivery static – there is so much customisation, that you’ll have a blast discovering it.
There are also, ready-made sets, that you adjust according to your preferences and needs, for example taxes, pre-set services, client database and many more – don’t worry about adding the VAT code ever again, the system will fill in these fields for you.
All you have to worry about is making the project brief impeccable and the services list simple and engaging to your customers, just the way they like it. Tell us what you expect from such a system and we’ll tailor tweak it for your preferences. Even if you want a little bit of extra in the system, for example, connecting it with your logistics system or accounting – we do data integration too, so you’ll get it all under the same roof. Get in touch with us and let us know how we can help.