Sales & CRM
Run the whole sell-side — capture leads, raise quotations, take orders, dispatch, invoice and collect — with pipeline, commissions and reports in one place.
What you get
Sales orders & invoices
Take customer orders and raise GST-compliant invoices, with fulfilment status tracked automatically.
Quotations to orders
Build quotations, track accepted or rejected, auto-expire on validity, and convert a won quote to an order in one click.
Order-to-cash
Move each order through pick, pack, delivery note and proof-of-delivery, then invoice — traceable at every step.
CRM leads & pipeline
Capture, import, score and convert leads; track deals on a drag-and-drop pipeline with a weighted forecast.
Salesperson commissions
Percent, flat, slab or tiered plans that accrue on invoices and receipts, then approve, mark paid and report.
Receipts & credit notes
Record customer payments allocated bill-wise, and handle returns with credit notes.
Who it's for
- Distributors and wholesalers managing quotes, orders and collections
- Sales teams that want a pipeline and commissions beside their invoicing
- Businesses that need traceability from order to proof-of-delivery
See it in action
We'll set up a 30-minute walkthrough on your data, with no slides.
Book a walkthroughFrequently asked
Is there a CRM as well as invoicing?
Yes — leads, opportunities, activities and campaigns live alongside orders and invoices, linked together.
Can commission be worked out automatically?
Yes — set a plan and commission accrues on invoices or receipts, ready to approve and mark paid.
Can a quotation become an order?
Yes — a won quotation converts straight into a sales order, keeping the full history.