Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

Get leads automatically created from emails and online forms. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.

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.

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.

Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.

The customer portal gives your customers access to their quotations, sales orders, and delivery orders.

Improve your supply chain & inventory performance

Easily manage employee expenses, Managing your employees’ daily expenses has never been easier.

Track every stock move with our unique double-entry inventory system.

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.

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.

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.

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.

Plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real timesheets for increased profitability.