Manage your business affairs professionally from one area.
Lots built in features & hundreds of add-ons to help you grow your business faster & professionally.
Many companies will find they have a software need but are unable to implement one given the high level of overhead and complexity of the task. For growing companies, it is much more optimal to start small in a software solution and add new features little by little as the business expands and evolves. In most practical cases, a flexible and modular approach works best as it provides the business with the necessary freedom to adapt to change quickly.
Business needs will never stop fluctuating, especially in a growing company. Traditional practices are now becoming obsolete as more powerful and dynamic solutions become available. Selecting the best option is no longer just about which best suits your business today, but also which is best for your business in the future.
Planning for long term success. with an easily adaptable software solution can be the key decision in the long-term development and growth of your business.
Design Beautiful Emails And Marketing Campaigns
Quick and easy design beautiful email or edit one of our many templates. Captivate your audience attention and generate more high quality sales. Deliver your message with an impact.
Full Accounting, Drop Shipping, Inventory & Order Picking +
Manage Multiple Warehouses, Shipping Locations, Stocks And Drop Shipping. Your Inventory management system will be fully equipped to handle your sales, e-commerce, manufacturing, wholesale .
ORGANIZED AND GROW YOUR BUSINESS FAST AND EFFICIENT, WHILE SAVING TIME AND MONEY.
View some of the many more useful features and apps you will have access to below.
Leads Nurturing & Scoring
Create captivating campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Score your leads based on explicit and implicit criteria (on pages viewed, localization, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Optimize leads acquisition with call-to-actions and the a/b testing tool.
Easily import prospects files with column matching tool.
Track the source of the leads using U.T.M trackers in all your marketing campaigns.
Define your own rules to assign leads to the right sales team or salesperson based on quotas and segments.
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, SEA, form builders, etc.
Detect countries, states, and cities of leads automatically from your visitor IP address.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Get a clear address book shared with your salespersons
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Integrated VoIP Telephony to keep you connected with your customers ans save you a lot on you business phone bill. with click to call text messaging and more.
Create a template of emails for most common communications with your customers or opportunities.
Follow key opportunities with just a click and get alerts based on relevant activities.
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.
Get statistics about your sources of leads to evaluate the R.O.I of your marketing campaigns.
Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your C.R.M.
Sell on the road with a mobile user interface, working even if you don't have an internet connection.
Reduce data entry
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history
Get product availability information right into the quotation. Trigger delivery orders and check delivery status from the order
Building Blocks & Modules
Integrate all your sales channel: online sales (e-Commerce), inside sales (C.R.M) and in-store (Point of Sale).
Use the Google Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables...
Make the software do pretty much anything with the API: connect other software, automate the lead creation, etc.
Email Marketing & Mass Mailing
Boost leads acquisition and nurturing with marketing apps: Email Marketing, Events, URL trackers, landing pages, etc.
Edit page properties such as URL through the new page manager (/page/ no longer required).
All official themes improved for better usability. The page builder engine has been redeveloped from scratch for an upgraded user experience.
The firsts steps to configure a website have been simplified. Simply set your logo, activate features in one click, and configure with simplified settings.
Edit the name, URL, publish & index status of your pages (no more /page/xyz required).
Choose from a B.2.C (free signup) and B.2.B mode (on invitation) for your customers to see their documents (sales orders, invoices, etc.).
Checkout & Payment
Optimized checkout process embedded payment forms to be responsive on mobile devices.
Search, mail, and launch marketing automation on abandoned carts to convert them into orders.
The next actions to do are available on the dashboard: orders to invoice, payments to receive, shoppers to revive, etc.
Track your eCommerce K.P.Is: conversion rate (cart to order), average cart amount, best sellers, etc.
The new product comparative is based on attributes (variants or not) of products.
Shoppers can add products to a wish-list. Returning customers will use it to buy their favorite items faster.
Setup how you want to manage inventory shortage and publish the available inventory.
Coupons & Promotions
New promotions & coupons program system.
S.E.P.A Direct Debit
S.E.P.A Direct Debit allows you to draft payments from your customers' bank accounts with their approval (European standard).
Select multiple vendor bills and pay them all at once. Work to credit a batch of customers via S.E.P.A Direct Debit or credit card tokens.
Enter a valid VAT number and the software will autocomplete the name and the address of the customer (Europe only).
Compare what you have received with the vendor bill to release an invoice for payment.
Payments on Invoices
Print invoices with the information about the payments already automatically filled at the bottom.
Easier, inline configuration of the sequence of your first invoice.
Pay Multiple Invoices
Ability to reconcile a payment with several invoices using a button on the payment form.
Consolidated Journal Report
The consolidated journal report displays what happened in each journal organized month by month for readability.
Print proforma invoices directly from the sales order.
Audit-able Tax Report
In the tax report, select a line and click on the "audit" button to audit the journal items (base and tax in the same report).
Chart of Accounts
As long as you have not recorded any journal entry in an account, you are able to modify it.
Simplified initial setup with a configuration progress bar (Example: Set your initial balances from one screen).
Numerous usability improvements on legal statements such as hover effects, hierarchies of accounts, duplicate a report function, faster load times, etc.
Updated chart of accounts and taxes, CFDI 3.3, DIOT, Trial Balance and new CoA report.
The accounting localization has been adapted for GST.
New check register report.
Updated chart of accounts and taxes, general ledger XAF report, new legal statements: P&L and ICP.
Updated chart of accounts (skr03 and skr04), updated taxes, new legal statements (P&L, Balance Sheet, Intracom Tax Report), updated tax report, DATEV Export.
Updated chart of accounts and taxes, Certificados de Retention, tax base field on journal items.
Extensive refactoring in order to boost performance and improve flexibility and robustness.
Updated Posted Transactions
You are now able to update any transaction (picking, manufacturing order) after being posted through the new lock/unlock button.
Cleaned menus, improved reports (inventory analysis, tractability report, costing report, and others).
Better warnings to prevent mistakes, visual indicators to notify you of potential errors, and logged notes in the chatter for better history tracking.
Work Center Control Panel
Improved tablet interface to manage work centers and record operations.
Work Order Steps
Define multiple steps in a work order and link them to worksheet pages: scan a product, take a picture, quality control, etc.
Improved reports and menu structure.
Complete refactoring of the code to make it faster and easier to maintain.
You are now able to consume other products despite what was initially planned and edit MOs once they are done.
Track versions of products and ECO's as well as their respective documents. Merge different ECO's corresponding to the same BoM.
Point Of Sale
Manage different prices for different customer types.
Ability to use time sheets on tickets to track time consumed per customer/ticket.
Ability to invoice support contracts as well as analyze costs and revenues with links to projects and tasks.
Weekends and team schedules are used in the computation of the different K.P.Is used in the S.L.A.
Ability to merge duplicate tickets.
Live Chat Integration
Convert visitors questions into tickets with a keyboard shortcut to create tickets directly from Live Chat.
Better integration of the expenses in the sale order and project dashboard.
The configuration of expenses and invoicing methods on the product form have been simplified.
C.R.M Standalone App
The C.R.M application now has its own dashboard icon, no longer combined with the Sales app dashboard.
Schedule multiple activities on leads/opportunities; meeting, call, task, etc.
A customization rainbow appears to deliver a message about the performance of the salesperson (e.g. Deal of the month).
Auto-completion of the company contact information: logo, website, name.
Live Chat Integration
Convert visitors into leads quickly using a keyboard shortcut directly in Live Chat (/lead).
Resource utilization, forecasts, billing rates, time-sheet analysis, profitability, etc.
Sales & Invoicing
Create projects and or tasks on the validation of sales orders.
Ability to assign a task to a sale order line at any time to bill according to the invoice policy.
One task can be split into several sub-tasks. Get a consolidated reporting on the main task.
Have a detailed analysis the cost and revenues of fixed and billable products. See at a glance what are the non-billable tasks.
Ability to merge duplicate tasks.
Email speakers and attendees in just a few clicks.
New feature to send, manage and organize both for an exhibition or trade show.
Improved menus, settings, and overall usability.
Improved form to submit talks, with flexible stages and automated emails at every stage.
Leaves can be automatically recorded within time sheet for better control of the time spent.
Adapted grid view to manage hours or days in time sheets and project forecasts.
Report on billable and non-billable time sheets.
Compare your forecast and time sheets on a single screen, for one project or across the whole company.
Automated emails to remind users to fill their time sheet, with controls automatically synchronized with the schedule of every employee/team on the project.
Easier recording on time sheets, a review menu for managers, plus employees can record time sheets for people that are not users of the system.
Global company working schedule and holidays are taken into account for time sheets, leaves, Help desk SLAs, and other resource schedules.
Improved contacts management and mailing lists.
Prevention mechanism for sending two emails from the same campaign to the same person.
Improvements on segments for records to email.
New and improved mass mailing themes for different purposes.
Sales and C.R.M have been split into two different applications for better menus and dashboards.
New menu to manage your product catalog, price lists, and variants.
Print Proforma invoices directly from a sale order.
Create or use existing credit card tokens on online quotations or in the portal.
PDF and Images Preview
Attachments are now previewed inline, with the ability to zoom and navigate across all attachments within a message.
Fun animation when you empty your inbox.
improved navigation from a full chat screen to the previous screen.
Removed auto-read, not possible to unsubscribe from an automatic group subscription channel.
The configuration of a product. Subscription as a product type with the template selected from the product.
Managed in one click from the application. The KPI dashboard added as an option.
Sell product of type subscription from anywhere: eCommerce, online quote, sales. Automatic generation of one or several contracts.
Simplified module, m