Manage your sales cycle from start to finish.
- Create quote with one of our quote templates
- Track all quote activities
- Manage versions for re-quotes
- Convert to order
- Ship items, issue work order or purchase order
- Auto-track item status by quote
- Ship items, issue invoice
If it all begins with a sale then managing your sales activities is crucial to your company’s success. The FBS Sales Manager module provides all the tools you need to stay on top of customer demand.
Our business process management lets you set key parameters that are tracked by the system and reported to you in real-time: I.e.: Overdue quotes, excessive discounts, won / lost, no reply and any others you may require. You can also assign a series of managerial approvals to any key parameter on any Sales Manager screen.