Sales Pipeline

Sales

Send clear and complete professional quotations to your prospects in a couple of minutes using a wide range of templates.

Get polished quotations to customers in just a few clicks, and send via email.
Define discounts on order lines of quotations.
Define a negative price on the quotations.
Set the price list for the same product based on customer, quantity ordered, and time of sale.
Add product descriptions and additional information simply by dragging and dropping building blocks.
Design custom quotations in a few clicks and reuse them to save time.
Get the complete customer and product information integrated into the quotations.
Scopex allows you to take a printout of your quotation.

Manage and close your sales effortlessly and enhance traceability and follow-up.

Convert the quotations into sales in one click. Send the order of acknowledgment to customers.
Save time with the ability to customize the sales orders.
Manage reviews and approval from different teams
Track delivery and invoice status accurately.
Track each phase of the contract- invoice, renewal, and Upselling.
Set the credit limits for customers and sales reps. Get exceptional approval at the time of order approval.
Get visibility and notifications of pending orders.

Record unified customer information and communication in one place. Increase sales by connecting with your customer.

Seamless integration of modules allows retrieving complete information of customer in lightning speed.
Automate the quotation customer information filling up.
schedule follow-up activities and set an alert notification.
Set credit limits for customers.
Empower sales team with updated data of the customer in real-time.

Gain better team visibility, team insight, and better sales decisions by collaborative sales effort.

Add and manage different operations of the sales team
Assign, manage, and track the task to the sales team and gain a bird view of sales team operations.
Get real-time visibility to Sales team analysis.
Generate analytic reports of sales team performance. Sort and group the reports based on multiple parameters.
Manage review and approval from different teams easily in a single platform.
Connect the sales team irrespective of geographical barrier. View the complete sales team information with an interactive sales team dashboard.
Optimize the sales process to get future-ready with real-time reports.

Increase sales by managing the master products effectively.

Add new product and configure under order line.
Define price list for the products and product variants.
Define discounts based on customer, quantity ordered, and time of sale.
Set automatic backordering of the product to guarantee the product availability for sales. Define minimum order for each product.
Get a comprehensive overview of the products and product variants through an interactive dashboard.
Define localized taxes.

seamlessly run the operations to close the sales effortlessly.

Seamless integration that provides inventory reports to the sales team.
Sales team can directly check the product availability and plan the sales accordingly.