Spaza IO Features
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Reduce data entry
Get leads automatically created from emails and online forms. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity’s chatter with predefined actions. Track, log and analyse the activities of your team.
Customize your pipeline by adding description on stages.
Easily import prospects files with Spaza IO column matching tool.
Large screen view
Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team.
Set customer preferences easily: language, delivery methods, financial data, etc.
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities.
Order & contract sorting
Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.
Let your customers help themselves
The customer portal gives your customers access to their quotations, sales orders, and delivery orders.
Purchase & Expense Features
Manage suppliers & purchase orders
Improve your supply chain & inventory performance
Online expense management
Easily manage employee expenses, Managing your employees’ daily expenses has never been easier.
Experience total traceability
Track every stock move with our unique double-entry inventory system.
Create and assign projects
Organize your employees workload by assigning them tasks and projects.
Enable the sub-task feature project by project. Create multi-level subtasks to manage the relationship between tasks.
Agile Project Management
Neat and efficient overview of your projects. Keep track of deadlines with a clear calendar view. Allocate the necessary time to specific tasks under a planned shift.
Use issues to track support contracts, tickets, bug reports.
From Sales to Tasks
Do not lose track of the work that needs to get done, streamline processes between teams creating projects or tasks from sales orders.
Customers can create tickets via email, Website form, Leads and on the fly.
Get the most important information of your project at a glance: time spent, time forecasted, rates, billable hours, etc.
Prioritize your tickets
You can choose different levels of priority for your tickets.
Activate a periodical email reminder for timesheet users to create a timesheet or to approve it for managers.
The activity log attached to every task gives you a detailed history of all activities on the document.
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Forecast needs & resources
Plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real timesheets for increased profitability.