Sales Management

Automate Sales Operations and Focus on Customer Relationships and Revenue

Challenges

Unable to increase sales due to manual work; re-enter customer info for every sales order

Call boss to check product detail & pricing

Create similar sales information 3 times for quotation, sales order & invoice

Call procurement manager to check stock availability

Solutions

Centrally manage customer and product information and price list

 

Manage and sync products across all sales channels

 

Sales process flows smoothly from quotation to sales order to invoice with process automation

Real-time check stock availability in the system

 

Increase your ROI

 

Improve Accuracy & Accountability
Streamline Communication

Reduce Administration Processes
Sales

Deliver exceptional sales experiences

By tapping into a 360-degree view of every customer and interaction, your sales organisation can deliver customer-centric sales engagements, leading to increased revenue and lifetime loyalty.


Key Features

  • Multiple Revisions

  • Different Pricelists

  • Item Discounts

  • Global Discounts

  • Quotation Templates

  • Split & Extract Quotation

  • Merge Sales Order

  • Sales Price History

  • Sales Order History

  • Sales Checklist

  • Track Installment Payment

  • Track Profit Margin

  • Sell Pack/Bundle

  • Set Payment Terms

  • Hide/Show Cost Price

  • Hide/Show Tax

  • Quick Create Orders to RFQ

  • Quick Create Orders to Invoice

  • Upsell Products

  • Product Variants

  • Product Barcode / QR Code

  • Mass Select / Import Products

  • Advanced Search Products

  • Show Product Image

  • Send Email & WhatsApp

  • Customer Preview

  • Customer Signature

  • And Many More…

Sales Dashboard

Gain a clear insight into how your sales data is getting sorted in real-time, which helps in close sales monitoring and can augment your operational management and improve your profit margins.  Display company’s sales team’s performance against the set business goals and targets. It offers your company an instant visual representation of your sales.

Quotations

Display count of quotation

Sale Orders

Display count of sale orders

Customers

Display count of customers

To Be Invoiced

Display count to be invoiced

Total Amount Invoiced

Display count of total amount invoiced


Sales Team

Display top sales team with target

Sales Person

Display top salesperson

Country

Display top sales by country


Various Kinds of Charts

Top Customers (Bar Chart)

Last 5 months Sale (Bar Chart)

Top Sales Team (Doughnut Chart)

Top Sales Country (Doughnut Chart)

Top 10 Sale Orders (List View)

Top 10 Sold Products (Pie Chart)

And many more…

Sell More Efficiently

Modern User Interface

Fast and intuitive user interface designed for salespeople to sell anytime anywhere.

Reduce Data Entry

Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with CRM to manage your sales pipeline from qualification to closing.

Sell faster with electronic signatures

Allow customers to easily review and sign your online quotations from anywhere.

Communicate quickly and efficiently

Get custom alerts for relevant activities, communicate directly from quotations via email, and automatically keep complete records of your negotiations.

Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

Maximize profits by upselling

Increase sales volume by automatically proposing extra options and accessories, applying closing triggers, discounts, and more.

Manage Orders & Communication

Sales Orders

Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

Manage Invoicing from Sales Orders

Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

Customer Portal

Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

Products/Services & Prices

Product Types

Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

Product Variants

Create and configure products with multiple attributes or variants such as size, color, finish, etc.

Multiple Unit of Measures

Sell product in multiple units of measure and let Moxogo manages the conversion.

Discounts

Apply discounts on any quotation line item and if the discount is visible or hidden.

Coupons

Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.

Pricelists

Easily add one or more pricelists to individual products depending on each customer’s segment, especially helpful for differentiating vendors. Automatically use the applicable pricelist based on order conditions.

Shipping Cost

Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)

Invoicing

Create customer invoices

Issue clear, complete and professional invoices in seconds.

Print or send by email

Print a hard copy of your invoices to send them by post or send them by email.

Issue refunds

Create credit notes and manage reimbursements.

Manage supplier invoices

Record supplier invoices in the system to manage payments and integrate them into accounting.

3-Way matching payments

Compare what you have received with the vendor bill to release an invoice for payment.

Handle Payments

Invoices overview

Get a broad view on all invoices and filter them by status.

Get paid online

Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.

Automate follow-ups

Create steps and automated actions to be taken by the system in case of a payment issue.


Payments

Record and track customer payments.

Batch Payments

Select multiple vendor bills and pay them all at once.

Multiple currencies

Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.

Reporting & Business Analysis

Next Activities

Get a full overview of all your sales activities, next actions, and performance data.

Order & Invoicing Analysis

Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.


Trackable KPIs

Easily monitor a KPI dashboard for important information such as:

Total amount invoiced, sales per country/salesperson/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.

Business Analysis

Sales Forecast

Sales Analysis

ABC Sales Analysis

XYZ Analysis

ABC-XYZ Combined Analysis

ABC Sales Frequency Analysis


Manage

Fully Integrated

All-in-one unified business application systemise and analyse your business

Solution

Solutions Tailored to Your Industry

See how Moxogo Industry Editions suit your unique needs and processes

Business

Every Businesses - CRM, Sales, Forms, Documents & Whatsapp

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Distribution

CRM, Sales, Purchase, Inventory, Forms, Documents & Whatsapp

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Retail

CRM, Sales, Purchase, Inventory, POS,  Forms, Documents & Whatsapp

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Project

CRM, Sales, Project, Tasks, Forms, Documents & Whatsapp

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Job Costing

CRM, Sales, Job Orders,  Forms, Documents & Whatsapp

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Construction

CRM, Sales, Purchase, Inventory, Construction,  Forms, Documents & Whatsapp

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Healthcare

CRM, Sales, Healthcare,  Forms, Documents & Whatsapp

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Social Service

CRM, Case Management,  Forms, Documents & Whatsapp

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See How Our Customers are Succeeding with MoxogoERP

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