The quarterly target, and where you will land.
The managers' dashboard adds what is signed to the weighted forecast, and ranks salespeople against their targets.
A call becomes an opportunity, then a quote, an invoice and a payment, with nothing typed twice.
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The problem
Steer
The manager sees the quarterly target and what is still likely. The salesperson sees what needs attention.
The managers' dashboard adds what is signed to the weighted forecast, and ranks salespeople against their targets.
A stage that drags on, an expired quote, no exchange for twelve days: the record says so and offers to schedule what comes next.
On the page, Koukou lists your deals closing this month and overdue invoices, summarises a deal and suggests the next action.
The pipeline
Each stage carries its probability and its total. Moving a card updates the forecast, and deals that stop moving rise on their own.
Sell
Quote lines come from the catalogue. The delivery note takes the signed quote, and the customer finds their documents in their own area.
Lines come from the catalogue with their price and VAT. The PDF carries your logo and goes out from the company address. A signed quote wins the opportunity.
Get paid
The invoice list shows what is collected, outstanding or overdue. Each reminder step alerts the deal owner.
On the phone
The pipeline, the record, quotes and invoices go with the salesperson. They change a stage on the way out of the customer's office.
Around Business
The inventory
What is in grey does not exist yet, or not everywhere (web or phone). We would rather write it down than leave it out.
Not yet, or not everywhere
Frequently asked questions
The answers, including when they say what is still missing. Your question is not here? Ask it during the demo.
Create the opportunity during the call, send the quote, follow the invoice to the last payment.