The Sales module in Smartify ERP helps your team capture opportunities, track communications, and turn prospects into paying customers. It’s built for Canadian SMBs and integrates with CRM, Accounting, and Documents for a smooth end-to-end experience.
Sales monitor your sales performance like a coach and let you know whether you are on track. Get real-time reports about every sales activity you make, make smarter decisions, and manage your business’s general sales more efficiently.
Manage every aspect of your business sales from one place. Get sales updates on a daily, weekly, or monthly basis. Monitor your sales and accounts from a single comprehensive dashboard.
Get an overview of all your quotes, sales orders, and invoices. Know who ordered what and easily monitor order fulfillment. Get vital information like status, account, assigned user, created date, etc. in one single list or grid.
Manage the individual aspects of your business. Get the status, amount, assigned users, created date, and other important information in a single list. Easily print out sales orders, sales invoices, and add new items to existing orders. Effectively manage your calls and schedule meetings. Plan ahead for your activities and always stay prepared.
Access a wide range of easily customizable features in one place. Get an overview of your sales invoices, quotes, and sales order- all under one roof.
Modify and update your generated sales quotes with ease. Convert your quotes to sales orders, get accurate information, and add new orders and products without stress.
Get paid for work done, fast. Integrate several payment options for diverse clients and make the payment process stress-free. Easily safeguard your clients’ payments by using Stripe, PayPal, Flutterwave, and more.
In the sales invoice, you can view the monthly report and in the sales invoice. You can also view the assigned accountant status-wise.
Get tailored analytics and reports sent to you automatically. Get an in-depth analysis of sales orders, sales invoices, and quotes. Easily filter through these reports by setting various parameters. Get status, amount, assigned users, created date, and other important information in a single list. Easily print sales orders, and invoices and add new items to existing orders.
Beyond just managing sales transactions, our system empowers you to build and nurture strong relationships with your clients. By keeping track of interactions, calls, and meetings, you can personalize your approach and provide tailored solutions to meet their needs. This customer-centric approach not only increases satisfaction but also fosters loyalty, reducing the likelihood of client churn.
Our sales management platform is not static; its designed for continuous improvement and adaptation. We regularly update our features based on user feedback and industry trends, ensuring that you always have access to the latest tools and technologies to stay ahead of the competition. With our commitment to innovation, you can trust that your sales processes will evolve alongside your business needs, driving sustainable growth and success.
With Smartify ERP, you can conveniently manage all your business functions from a single location.
Access over Premium Add-ons for Accounting, HR, Payments, Leads, Communication, Management, and more, all in one place!
Find answers to common questions about our Sales Management module.
While our CRM module focuses on managing leads and client relationships, the Sales module specializes in transaction management—creating quotes, processing orders, managing inventory, tracking sales performance, and handling commissions and reporting.
Yes, the Sales module includes customizable templates for creating professional quotes and invoices with your branding, detailed product information, multiple pricing options, discounts, and tax calculations.
Absolutely. Our Sales module tracks inventory levels in real-time, automates reorder processes, manages multiple warehouses if needed, and integrates with your order fulfillment workflow.
Yes, the system provides comprehensive sales analytics with performance dashboards, goal tracking, commission calculations, and detailed reports on sales by product, region, rep, or any custom parameter.
Yes, our Sales module can integrate with popular e-commerce platforms, allowing you to synchronize inventory, process online orders, and maintain consistent pricing across all sales channels.
Absolutely. The Sales module supports multiple teams with customizable permissions, territory management, team-specific reporting, and collaborative tools for team selling scenarios.
With Smartify ERP, you can conveniently manage all your business functions from a single location.
