Manage your simple or complex business through a cross-functional vision and processes tailored to your business.
Easily add endorsements to ongoing business and track your customers’ orders.
Define the rules for calculating year-end discounts (YER) for the customers concerned, and generate them.
Initialize your in-house business automatically in 2 clicks and keep track of it.
Benefit from assisted sales follow-up with reminders and alerts (signature, overrun, renewal, etc.).
Control your business: sales, planning, production, workloads, progress, work-in-progress, remaining work, milestones, deliverables, etc.
Keep files (prospects, customers, business,…) up to date by following the expected documents and their validity.
Send a secure link for your customer to view and electronically sign an acceptance report or delivery note.
Define and associate analytical axes to your business. Use these breakdowns in reports, for example.
Work visually and more fluidly thanks to KANBAN views: sales tasks, opportunities,…
Automatically manage Syntec revaluation at set periods.
Set and monitor sales targets.
Consult business indicators, cross-tabulations and graphs: business and stakeholder profitability, sales, etc.
Manage your business with the ability to mix different types of sales: fee-based, flat-rate, (re)sale, subscription, etc.
Detail all the authorizations and implications of a case (legal, QHSE, HR, etc.).
Follow and participate in internal discussions related to each case.
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