• Sales
    Automate your sales processes and people to maximize efficiency and increase customer conversion rates

Sales

Manage every aspect of your business pipeline painlessly for the most fluid sales process.

Contacts & Accounts
Tasks & Activities
Product Groups & Products
Opportunities
Quotes
Invoices

Contacts & Accounts

Accounts screenshot

Moffice CRM helps you import your contacts and accounts to one place digitally. You can easily create groups to sort them and assign sales representatives as needed. Check their details and status if they've yet to make a purchase or see previous sales history for Customers. Track and stay on top of every person that impacts your business. For Customers, you can even add ratings to mark who are VIPs and need special attention.

Tasks & Activities

Activity screenshot

Making a sale requires a lot of work. Stay informed about the calls, meetings, emails, etc. sales teams engage in and view statistics related to their efficiency to tailor the best practices for your business. Record Activity history for every Lead, Potential, or Customer. Managers can even assign tasks to Reps that can be checked on each individual's To-Do Activities or setup sales automation alerts for important events in the sales pipeline.

Product Groups & Products

Products screenshot

Group your products and add them to Moffice CRM to keep track of purchases made by existing or new Customers. View net sales in terms of product share, revenue, and more to better understand your market offerings. Add product sales to Customers and keep track of when to expect money after adding billing information. You can even add Competitor data to compare how your business is doing against other firms.

Opportunities

Opportunity screenshot

Organize sales deals for existing or new Customers with opportunity tracking. Create deal stages and see where every client is along the sales pipeline. Aim for higher revenues by investigating previous interaction history to find new cross-selling and upselling product possibilities as well as best practices for signing a contract. Close win transactions more smoothly than ever before by smartly managing teams and individuals during a deal.

Quotes

quotes screenshot

Create customized company templates and automatically generate price quotes for customers that contain your business' products, prices, discounts, and more fields with validity periods of your choice. It's simple to create a quote form, adjust fields as needed, and then print it to fax or mail right away. For added quality assurance, users can also send Quotes for Approval to superiors. Keep on top of all your company's in progress, deferred, and expired quotes in a single menu.

Invoices

invoices screenshot

After deploying an approved Quotes, send automated Invoices based on the successful Sales. Invoices can be conveniently customized to your company and entail payment information corresponding to the billing method selected for the purchase. For streamlined confirmation, Invoices are automatically marked as unpaid after the set deadline passes and can be arranged to automatically send a secondary reminder. Utilize Invoices to simplify payment billing processes for sales representatives.

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