Wellknot | Basic
Sales
Manage your Sales
1
Manage your customers
Track your commercial actions, movements and transactions relating to your customers. Adapt your prices according to your customers and track payments, delivery addresses and orders
2 Create and personalize your quotes
Create your quotes and send them in just a few clicks. Use the electronic signature to sell faster and to add up your sales thanks to your quotes.
3 Track your orders remotely and in a few clicks
You can easily convert your quotes into purchase orders then track delivery when the order is complete and manage invoicing from your orders or deliveries.
4 Manage your products and prices
Manage your products and services automatically and assign information relating to each product. And to adapt prices you can create price lists based on your customers and your products.
3 Analyze your sales activity in real time
You will have statistics on orders and invoices and also comprehensive reports of all your sales activity, from where you can analyze customer performance using flexible indicators