Salesy – Business Sales CRM
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Table of Contents
Sales are indeed the thriving need of any organization. Salesly is a business sales CRM tool, here to make your complex sales activity a lot easier. Never again miss a meeting or miss on a quote or miss a client for poor management.
What to expect from Salesy – Business Sales CRM
- The ease and feasibility bought in by an efficient dashboard layout cannot be undermined
- You can manage multiple users by assigning roles and permissions to them
- List and grid views to suit users of different needs
- Easy management of different accounts of a firm
- Manage numerous leads and opportunities through the Kanban board, allowing for easy changes
- Easy management of quotes, sales orders, and invoices of different orders
- Management of documents and campaigns relating to different aspects of sales
- The owner can create duplicate quotes, invoices & sales order
- Available in multiple languages. It thereby facilitates global usability
- Make Optional Assign User In All Module
- Invoice Module with QR Code
- Twilio Integration
- Added Landing Page On/Off Settings
- A user-friendly RTL experience for the customers using Arabic, Hebrew, and Urdu-like languages
- Auto-generated and custom make reports for different sales activities
- Any of the plans’ payments can be done using 10 diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate
- Built with Laravel 8
Salient Features of Salesy – Business Sales CRM
Think of sales and what all comes to your mind? Sales, Leads, Invoices, Products, Opportunities, and AccountS? Well, get an overview total of each of these on a dashboard of Salesy. Further, get a trend chart of Invoices, Quotes, and Sales Orders of a certain specified period. You can also find the individual overview of each of these elements broken down in percentage with their respective status. Get important information through monthly, weekly, and daily calendar charts. Additionally, know the top due tasks, meeting schedule, and month calls on this dashboard. All in all, find all the important sales details under one head.
Manage Role Permissions
With Salesy, you can create new roles and assign permissions to them accordingly.
Direct Communication is an important aspect of any of the businesses. The easy-to-access and use Chat Module provided in Rota Solution, helps you to be in direct and constant touch with the parties.
Added task Gantt chart
A chart is always one of the strong representations of data we have. Here, Gantt Chart shows the status of the tasks as quarter-day, half-day, daily, weekly, and monthly basis.
Manage contacts easily by storing all the essential details under one tab. Assign a user to an account at this point.
Lead management is inarguably the crucial part of sales activity. Well, you can either opt for a Kanban or list view, whatever seems apt to you. Further, through easy drag and drop, change the status of leads. Edit existing leads, add stream comments to them and assign tasks to leads.
Again, available in kanban view, you can focus on important prospects through this feature. Assign user, probability, stages, lead source, and amount to these opportunities and make informed decisions.
As a sales-centric software, Salesy indeed has advanced features for accounts management. View overall details of clients and also the user assigned to them. Add new accounts to the database by feeding in all the requisite information. Edit existing account information if required and add stream comments. View, Edit, and Delete Contacts, Opportunities, Cases, Documents, and Tasks assigned to these accounts in easy go. In short, manage all the aspects of any single account from here.
Manage Product List
Indeed the important component that facilitates sales, it’s important that your product list has all the essential details required. Manage the availability status and pricing of products from here.
The Twilio Integration for receiving the text messages of the jobs performed is a very handy and convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.
Quotes, Sales Order, and Invoices
Send a quote, receive an order and send an invoice with the help of a QR Code. Well, this pretty much is the cycle of every organization out there. Manage each aspect of this cycle individually through Salesy. Know the Status, Amount, Assigned User, Created Date, and other vital information in a list itself. You can also opt for a grid view, whatever may suit your convenience.
Few special features under this include-
Added Convert Quotes to Sales Order
Initially generated sales quotes can be altered, updated as per the modification of sales order on the particular sales quote.
Manage Queries/ Cases
After all, there is no point in sales if we cannot resolve the queries. Manage the queries by raising cases and assigning status, priority, and users to them.
Added Form Builder Module
To collect details of any of the information from a huge platform is essential. The manual form builder helps you to create and share the form with multiple fields with text, number, date, email, description.
Manage Everyday Activities
It’s difficult to keep a tab on to-do lists if they aren’t backed with timely reminders. Well, manage your calls, meetings, and tasks by adding them to the calendar which in turn would be displayed on the dashboard.
This feature of invoice payment is very convenient in cases, where the monetary transactions are in part payments and in time gaps. It helps the whole flow of transactions to be presented smoothly.
Assign tasks to either of the case, opportunities, contact, leads, or account. Further, assign task stage, user, timeline, and attachments to it for detailed information. Tasks make for easy achievement of the desired goal.
Schedule your calls and manage them effectively by planning them well in advance.
Get auto-generated reports for a sales order, invoice, quote, and leads analysis. You can customize these reports for any given period by filtering various parameters.
From brand logo to permissions and default settings, control every aspect of this tool from here. Salesly is available in multiple languages for global usage feasibility.
Here you can see what updates came out and did we bring new to the version. Check Changelog
Please send support request here for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.