Convert quotations into sales orders in one click. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Invoice on ordered or delivered quantities. Manage payment terms by customer or by invoice. Easily track and follow up on invoices.
Invoice any type of product or service with invoicing based on time and materials.
Provide customers with access to an online portal to view their quotes, sales orders.
Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with Thrive for managing recurring invoices such as memberships or service contracts.
Create and configure products with multiple options or variants such as size, color, finish, etc.
Apply discounts on any line item and choose how the price is reduced as well as if the discount is visible or hidden.
Manage any type of product including services, stockable products, delivery charges, services, or consumables.
Use pricelist rules to compute the correct price based on customer conditions. Easily add one or more pricelists to individual products depending on each customer's segment.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Analyze your sales and sales funnels on monthly, weekly or daily basis. View your customer acquisition and loyalty trends. See how many and quotes and sales order your sales staff are doing.