See it work, with sample data
Finance and business
Sales & Service (CRM)
- 1A new enquiry captured
- 2Quote sent and accepted
- 3Invoice raised in Finance
Key features
What Sales & Service (CRM) does today. A part still being built says Coming.
- Leads from your website, calls and walk-ins in one list.
- Customers with their contacts and history.
- Deals in a pipeline, stage by stage.
- GST quotes, with discount approvals.
- Orders sent to Finance for the invoice.
- Service tickets with response and fix times.
- Follow-ups and reminders for each salesperson.
- Reports: pipeline, won and lost, and service times.
How it works
- A new enquiry captured
- Quote sent and accepted
- Invoice raised in Finance
- Finance & AccountsA won order becomes a sales invoice, and its payment comes back.
Devices it reads
- Any phone or computer
Who uses it
Sales teams, service desks and managers.
How it connects
Orders go to Finance for the invoice; customers' visits to Visitor.
Its Finance & Accounts side
A won order becomes a sales invoice, and its payment comes back.
Delivered by
Lingsaa CRM
Questions and answers
Are quotes GST-ready?
Yes. Quotes carry GST by the customer's state, and an accepted quote becomes an order.
How do service times work?
Each ticket gets its response and fix times; one running late is raised before it is missed.
Do we need special devices?
No. It works on any phone or computer, in the browser or the Lingsaa app.
How does it reach our books?
A won order becomes a sales invoice, and its payment comes back.
When can we start?
Today. Start the free trial, or talk to us to see it with your own data.
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