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.
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 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.
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.
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 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.
