This feature helps you capture and track leads, from initial contact to qualification. It allows you to collect lead information, prioritize leads based on criteria, assign them to sales representatives, and track their progress through the sales pipeline.

Once a lead is qualified, it becomes an opportunity. This feature enables you to manage opportunities, track their stages in the sales pipeline, and monitor the probability of closing deals. It provides visibility into the status of each opportunity and helps prioritize efforts.

This feature serves as a centralized customer database, storing detailed profiles and interaction histories. It allows you to maintain a comprehensive view of each customer, including their contact information, preferences, purchase history, and communication records.

This feature helps you schedule, track, and manage activities related to customer interactions, such as calls, meetings, and follow-ups. It provides a calendar view and reminders to ensure timely actions and effective follow-through.

With this feature, you can analyze individual and team sales performance. It provides insights into key metrics, such as conversion rates, revenue generated, and sales cycle duration. By identifying areas for improvement, you can optimize sales processes and enhance performance.

This feature automates repetitive sales tasks, saving time and effort for sales representatives. It includes features like automated email follow-ups, task reminders, and workflow automation, enabling sales teams to focus on high-value activities.

This feature allows you to segment customers based on various criteria, such as demographics, behavior, or buying patterns. By categorizing customers into distinct groups, you can personalize marketing efforts, tailor sales strategies, and enhance customer engagement.

This feature promotes collaboration among sales teams by providing shared access to customer information. It facilitates seamless handoffs, promotes knowledge sharing, and ensures that everyone involved in the sales process has up-to-date and relevant customer data.

This feature allows you to create professional and detailed sales quotations for potential customers. You can select products, set prices, define terms and conditions, and provide a comprehensive overview of the proposed sale.

Once a sales quotation is approved, it can be converted into a sales order. This feature helps you manage the entire order fulfillment process, including order tracking, delivery management, and stock availability checks.

With this feature, you can generate customer invoices based on completed sales orders. It streamlines the invoicing process, including the calculation of taxes, discounts, and payment terms, ensuring accurate and timely billing.

This feature allows you to maintain a centralized product catalog where you can add, update, and manage product details, including descriptions, pricing, images, and stock availability. It ensures that your sales team has access to up-to-date product information.

This feature provides comprehensive sales reports and analytics. You can track key sales metrics, such as revenue, profitability, and conversion rates. These insights help you evaluate performance, identify trends, and make informed business decisions.

This feature enables efficient communication with customers, including email integration, call logging, and meeting scheduling. It helps you maintain a record of interactions, ensuring effective customer relationship management.

This feature allows you to organize your sales representatives into teams. You can assign specific sales team members to different leads, opportunities, or customers, facilitating collaboration and optimizing team productivity.

By leveraging historical data and market trends, this feature helps you forecast future sales. Accurate sales forecasting enables better demand planning, resource allocation, and strategic decision-making.

This feature enables you to process sales transactions instantly at the point of sale. It includes functionalities such as barcode scanning, cash register integration, and card payment processing. It ensures quick and accurate sales processing, enhancing customer satisfaction.

With this feature, you can easily manage products, variants, and pricing within the POS system. You can add new products, update existing ones, set pricing rules, and manage stock levels. It ensures that your POS system reflects the latest product information.

This feature allows you to track and manage inventory in real-time. It provides visibility into stock levels, enables stock transfers, and automatically updates stock quantities based on sales transactions. It helps prevent stockouts and improves inventory control.

This feature enables you to manage customer information directly from the POS system. You can create customer profiles, track their purchase history, and offer personalized discounts or promotions. It enhances customer experience and loyalty.

This feature allows you to create and manage loyalty programs within the POS system. You can define point systems, reward levels, and redemption rules. It encourages repeat purchases and fosters customer loyalty.

This feature enables the POS system to operate offline, ensuring sales can continue even if there is a temporary loss of internet connectivity. The system automatically synchronizes data once the connection is restored.

This feature provides comprehensive sales reports and analytics specific to the POS module. You can track sales performance, best-selling products, and analyze customer buying patterns. It helps you make data-driven decisions and optimize your sales strategies.

This feature allows seamless integration between the POS module and the accounting module. It ensures that sales transactions, including invoices and payments, are automatically synchronized with the accounting system. This streamlines financial management, reduces manual data entry, and provides accurate and up-to-date financial records.

This feature enables you to create and manage subscription-based products or services. You can define subscription plans, set billing cycles, manage renewals, and handle upgrades or downgrades. It ensures efficient subscription management and recurring revenue generation.

: With this feature, you can automate the billing and invoicing process for subscription-based services. It generates invoices based on subscription cycles, calculates prorated amounts, and handles payment collection. This simplifies the billing process and ensures timely and accurate invoicing.

This feature provides insights into subscription performance, including metrics such as churn rate, customer lifetime value, and subscription renewal rates. It helps you analyze the success of your subscription business model and identify areas for improvement.

This feature allows subscribers to manage their subscriptions through a self-service portal. They can view and update their subscription details, change payment methods, and access relevant information. It enhances the customer experience and reduces administrative workload.

This feature automates subscription renewals by sending reminders to customers and processing renewals based on predefined rules. It ensures that subscriptions are renewed promptly, minimizing revenue loss due to lapsed subscriptions.

This feature allows you to offer free trials or promotional offers for your subscription-based products or services. You can set trial periods, define discounted pricing, and track the conversion rate from trials to paid subscriptions. It helps attract new customers and drive subscription growth.

This feature enables integration with popular payment gateways, allowing seamless and secure payment processing for subscription payments. It supports various payment methods and ensures a smooth customer checkout experience.

This feature provides comprehensive reports and analytics specific to the subscription module. You can track key metrics, such as revenue by subscription type, customer churn, and subscription growth. It helps you monitor the performance of your subscription business and make data-driven decisions.

This feature enables you to manage your rental inventory, including equipment or assets. It allows you to track availability, schedule rentals, and manage maintenance or servicing of rented items.

With this feature, you can create and manage rental orders, specifying rental periods, pricing, and terms. It provides a streamlined process for handling rental requests, from reservation to return.

This feature provides a visual calendar view of equipment availability. It helps you easily check the availability of rental items, schedule rentals, and avoid conflicts or double bookings.

This feature allows you to set rental pricing rules, including hourly, daily, or weekly rates. It automates the billing process based on rental periods and calculates any additional charges or late fees.

This feature helps you manage the maintenance and repairs of rental equipment. It tracks maintenance schedules, generates maintenance tasks, and ensures rented items are in optimal condition.

This feature facilitates the check-in and check-out process of rented items. It allows you to record the condition of rented equipment, track returns, and handle security deposits.

This feature provides reports and analytics related to rental operations. You can track rental revenue, utilization rates, and analyze rental trends. It helps you assess the profitability and efficiency of your rental business.

This feature enables seamless integration between the rental module and the accounting module. It ensures that rental transactions, including invoices, payments, and depreciation of rental assets, are automatically synchronized with the accounting system. This simplifies financial management and provides accurate and up-to-date financial records for rental operations.