Selling
Facilitate the management of your sales cycle
Optimise your sales operations and integrate them with the rest of your value chain
Customize your print formats to display the best image of your company. Send them to your leads via email and receive the answer directly in Dokos to trigger the production operations or the delivery of goods or services.
Allow you customers to pay their bills on your website and give them access to a fully customizable online portal to download their invoices.
Get access to a lot of pre-conceived reports to follow the progression of your sales. Analyze the data month after month.
Main functionalities for the selling module
Create a record for each of your customers and keep a track of all transactions during your commercial relationship.
Create your items data base, your pricing lists and sell your products or services. Apply discounts to some customers or customer groups.
Follow your sales orders and invoices from the sales till the delivery of the goods and services.
Create delivery notes for your customers indicating the items to be delivered.
Track sales realized by your sales partners and easily calculate their commissions.
Invoice your recurring customers thanks to the subscription system, integrated with Stripe and GoCardless.