Online sales management software for traders to enhance sales workflow
An online sales management software serves as an ideal sales tool for small sector business traders to keep track of the sales deals and optimize the sales workflow. Catalystk offers one such web-based sales management software to systemize and streamline the sales and distribution process. The software for sales management automates the lead to sales conversion with business growth tools for lead tracking, analyzing sales prospects, creating quotations, proposals, monitoring sales pipeline, order management, order fulfillment, and billing. The advantages of using a web-based software system include - less manual work, data accuracy, tracking sales team progress, and improving the sales team's efficiency eventually increasing the sales revenue. Using the simple, user-friendly templates salespersons can quickly generate and issue professional GST compliant sales documents such as quotations, proforma invoices, sales orders, and tax invoices. Catalystk sales management software is integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC, or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk sales management software online provides templates to create, print, and mail GST sales documents such as quotations, proforma invoices, and tax invoices.
Catalystk sales management system software is integrated with multiple tools and templates to generate personalized, GST-compliant quotations, proforma invoices, and invoices in various formats. A PDF of all the sales documents can be retrieved with the required business details such as logo, business letterhead, product price, descriptions, tax amount, total, client contact, payment, and sales terms. The mail template of the software helps you share PDFs with clients straight away from the same interface. The software helps you monitor sales orders, pending orders, sales deals and improve sales productivity.
Steps to create and send sales quotations using sales management software:
- Click the side menu option of "Home" and then click the "Quotation" tab.
- Click "New Quotation" -> Enter the customer, product details -> Click "Save" to generate a quotation.
- Open any existing quotation -> use the "Download", "Print", "Mail" options to send the quotation to the customer.
Steps to create and send GST invoices using sales management software:
- Click the side menu option of "Home" and then click the "Invoice" tab.
- Click "New Invoice" -> Enter the customer, product details -> Click "Save" to generate a tax invoice. (You can even use the quotation number to convert a quotation into a tax invoice.)
- Open any existing invoice -> use the "Download", "Print", "Mail" options to share the tax invoice.
Online sales management software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- Quotation Follow-ups
- Missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice with tax
- Return Received
- Automated Sales Order, Invoice mailing system
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Reports
Catalystk online sales management system provides tools for inventory management, sales tracking, and retrieving accurate sales reports.
The small business sales management software is an all-in-one platform with CRM, sales, and inventory management tools. Using the business growth software you can track material stock, dispatch, sales returns, schedule, and monitor the sales process efficiently. The online software improves sales tracking, record sales transactions, log payments, manage ledgers, accounts and monitor sales projections. The software provides a clear picture of the progress of the sale with an excel download option to retrieve quotation reports, invoice reports, high-selling reports, daily product sales reports, client reports, lead reports, and other business financial reports.
