Wholesale & Online sales Management
One software to manage your online store and wholesale business
Wholesale Orders Management Through Pipeline
Custom Order Stages
Customize your deals stages to best suit your sales process and drive your orders forward.
Sort & Filter
Sort and filter orders by their owner, region, source, product or expected closure date so you can make the best decisions to move your sales forward through the sales funnel.
Action-oriented Sales Pipeline
Send emails, add notes, add/edit tasks, have a quick view of contact profile and deal history, all without leaving your deal pipeline.
Notifications & Rotten Deals
Stay alerted to deals that need your attention the most. We will notify you when a deal is sitting in the pipeline for long with no progress or when a deal passes its closure date.
Clarity where it is needed most
Deals are displayed by their stage, so you get to know where you stand and how close you are to winning.
Develop a clear understanding of your sales momentum and priorities, also it’s where you can export your deals into spreadsheets.
Deals are displayed by their likely close date, so you you’ll never experience any surprises at the end of the month.
Tailor data to match your business needs, track extra contact details and map additional fields from Web Forms or CSV files.
Sales & Productivity Reports
Sales By Source . Region . Product
Sales team insights report gives you a visual overview of your sales divided into different categories, split by products, sales person, source and region. These filters help you to measure your agents & sales representatives productivity.
Use your sales funnel report to track the progress of your wholesale orders as they move through your funnel and identify the stages where you are winning and losing deals and discover weakness and anticipate challenges. See number of new orders added, number of open orders and stage-to-stage conversion for all orders and any time period.
Sales By User (Team Member)
Our powerful filtering tool allows you to take the wide view or focus in on details. It provides you comparative data on how members of your team compare against one another.