App - Sales

Maximize sales with tools to track and visualize. Get actionable insight to sell faster and smarter.

Manage quotes, invoices, and payments for your business.

sales
Create Quotes

Create Quotes

Create quotations to drive deals closer to closure. Prepare and send quotes without any hassles or complications. Attach relevant documents from the Cabinet.

Manage Invoices

Create and manage invoices. Quickly view paid and future payments for any invoice. Quickly navigate from an invoice to the customer’s profile or related orders.

Manage Invoices

Manage Payments

Easily find outstanding and cleared payments and view full payment details applied to the payment. Quickly navigate from a payment to the customer’s profile or related orders.

Manage Payments

Track and Manage Your Sales Activities

Plan your engagements and appointments with customers to close a sales deal. View the different activities that have been performed for a customer. Identify the activities bringing in more conversions and constantly improve your sales process for optimal performance.

Track and Manage Your Sales Activities

Manage Billing

Add billing for a customer by selecting a Business Unit and Customer. With Batoi CloudSpace, you may bill an item from the inventory and a 'Custom Line Item.' The billing will be recorded along with the status.

Manage Billing

Manage Files for Your Sales

For each Sale, you can upload files that you can view or download. Additionally, all files will be accessible through the Cabinet app in Batoi CloudSpace.

Manage Files for Your Sales

Frequently Asked Questions

A sale involves two or more parties exchanging money for tangible or intangible products or services.

In the Batoi CloudSpace, you must add a customer before a sale.

In the Sales app on Batoi CloudSpace, you can add sales records in various ways. You may manually add a single or multiple sales. You may also add opportunities in bulk by importing them.

The import mechanism in Batoi CloudSpace allows you to upload all our existing data into the platform needing minimum time and effort. You may refer to our help guide for instructions about how to use this.

Need our assistance? We are available with you.

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