Web-based sales management software to accelerate sales workflow
A web-based sales management software is offered by Catalystk that helps salespersons and businesses keep track of the sales deals and optimizes the sales workflow. The online sales management software serves as a complete sales CRM software to automate the sales and distribution process. The software for sales management systemizes the lead to sales conversion with business growth tools for lead tracking, analyzing business prospects, quoting, order management, and billing. The benefits of using a web-based software system include - less manual work, data accuracy, which improves the sales team's efficiency eventually increasing the sales revenue. Using the simple and user-friendly interface salespersons can quickly generate and issue professional 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 India eases creating and sharing GST compliant sales documents such as quotations, proforma invoices, and tax invoices.
Catalystk sales management system software is an integration of multiple unique tools to simplify sales activities. The system provides templates to generate personalized, GST-compliant quotations, proforma invoices, and invoices with all the required business details such as logo, letterhead, price, descriptions, client contact details, and sales terms. Using the single interface you can generate, print, download, mail, and share the PDF document with clients. Also, the software provides a complete view of the leads, prospects, sales progress, and retrieve reports of the same. The online sales software provides a one-stop solution for sales tracking.
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 sales management software online also simplifies inventory management and produces accurate sales transaction reports.
The small business sales management software platform is an all-in-one automation tool for customer management, sales, and inventory management. It also integrates features for tracking material stock, dispatch, sales returns, and order management. Using the online tool you can record the entire sales process, improve sales tracking, log sales transactions, payments, maintain customer ledgers, accounts and monitor sales projections. The software provides an excel download option to retrieve sales reports such as - invoice reports, high-selling reports, daily product sales reports, client reports, lead reports, and many more.
