Sales management system — from inquiry to invoice

Software for trade companies — from inquiry to invoice in one system

Manage customers, quotes, inventory and invoices without Excel sheets, without lost inquiries and without sales chaos.

Stop losing sales because of disorganized data and delayed quotes.

Your sales overview today
Stevens Ltd. — Quote €8,400
Wholesale building materials  ·  Sent 3 days ago
⏰ Awaiting reply
Nikolic Trade — Rebar 2.4t
Stock: 1.8t  ·  Order: 2.4t
⚠ Low stock
Markovic Co. — Invoice €3,500
Delivery confirmed  ·  Due: 5 days
Collection
See how to run sales in 15 minutes

No commitment  ·  No card  ·  Demo takes 15 minutes

  • All customers, contacts and history in one place
  • Quotes and invoices directly from the system
  • Real-time inventory overview
  • Automatic reminders for following up on quotes
  • Everything connected — sales, inventory and invoicing

Used by trade companies across the region

See a demo for your company

We will show you how to run sales from A to Z in 15 minutes.

No spam. We reply within 2 hours.

Problems every trade company knows

If you run sales in Excel, track inventory in spreadsheets and write invoices in Word — this is your everyday reality:

The average trade company loses €15,000–€25,000 per year because of unanswered inquiries, poor quote tracking and disorganized inventory — and doesn't even know exactly how much it loses.

An unanswered inquiry = lost sale

An inquiry arrives by email, gets copied to Excel, gets forgotten. The customer waits 3 days, gets no response — and orders from a competitor. Every time.

Wrong price = smaller margin or lost client

The price list is in 4 different Excel sheets — someone has the old version. The quote goes out with the wrong price. You either lose margin, or the customer feels deceived.

All information lives in one person's head — and leaves with them

Your sales rep knows the prices, contacts, terms and history of every customer — in their head. When they're sick, on vacation, or move to a competitor — the company stops, clients leave with them. That's not a company, that's a risk.

You promised goods you don't have = lost trust

Salesperson promised delivery in 3 days. Warehouse says the goods aren't there. Customer angry, deal lost. Without a real-time inventory view — this happens monthly.

Quote sits for 3 days — customer buys elsewhere

You build the quote manually, look up prices, copy into Word, send a PDF. By then the customer already got an answer from a competitor and ordered. Speed = sales.

You don't know which customer brings in the most revenue

Who are your top 10 customers? Which product has the highest margin? Who hasn't ordered in 3 months? Without a system — the answer is: you don't know. And that's expensive ignorance.

Everything a trade company needs — in one place

A system built for the way trade companies actually work. From inquiry to collection — all in one place.

Never another forgotten quote — the system reminds you until the customer responds

Every quote has a status, deadline and automatic reminder. The system notifies you when a customer hasn't responded for 2, 5 or 7 days. No more missed opportunities.

Example: Quote for Stevens Ltd. — automatic reminder after 3 days. One click — follow-up email sent.

You always know what's in stock — without phoning the warehouse

Real-time inventory levels. Minimum stock thresholds, automatic alerts, history of stock movement. Check from your phone in 10 seconds — without a trip to the warehouse.

Result: Zero chance of promising goods you don't have — the system stops you before the problem occurs.

A complete profile of every customer — who ordered what, when and at what price

History of every order, quote, communication and term. A new salesperson can take over a customer in 5 minutes — without asking a colleague what was agreed.

Bonus: See which customers haven't ordered in 30, 60 or 90 days — and contact them before they leave.

From quote to invoice in 2 clicks — without retyping into Word

An accepted quote is converted into an invoice with a single click. The system fills in everything from the quote. The invoice is sent directly to the customer. Done in 30 seconds.

Saves: On average 40 minutes per day less on administrative work per salesperson.

One price list everyone sees — nobody sends the wrong price anymore

A centralized price list with versions, customer-specific discounts and automatic updates. Every salesperson always sees the same, correct price — without Excel sheets.

Protection: No more lost margin from one salesperson using an outdated price list.

See exactly who's selling, what's selling and where the company is leaking

Who are the top customers? Which product has the highest margin? Which salesperson closes the most quotes? The answers are in a real-time dashboard — without typing into Excel.

Dashboard: The manager sees the whole company in 30 seconds in the morning — and knows where to push today.

This is what your new workday looks like

From inquiry to collection — everything in one place, accessible from any device.

crm.yourcompany.com / sales
Active quotes — April 2026 12 open
Stevens Ltd.
Quote €8,400 · Sent 3 days ago
Awaiting reply
Markovic Co.
Invoice €3,500 · Due: 5 days
Collection
BG Construction
Quote €12,000 · Agreed
Active
12
Active
3
Need follow-up
€47.2k
This month
  • Morning sales overview in 30 seconds

    Who's waiting on a quote response? Who needs to pay? Which goods are running low? Everything on one screen — without opening 5 Excel files.

  • Automatic reminder — quote pending 3 days

    The system notifies you when a customer hasn't replied. One click — follow-up sent. Quote-closing time drops by 40%.

  • Quote accepted → invoice in 30 seconds

    The customer confirms the order — you click "Convert to invoice". The system fills in everything automatically. The invoice goes to the customer instantly. No retyping.

  • On the road, at the customer — all the information in your pocket

    The salesperson is at the customer, checks stock from their phone, builds a quote on the spot and sends it immediately. The customer gets the quote while they're still in the meeting.

-40%
Less time
on administrative work
0
Missed inquiries
thanks to automatic reminders
+23%
More closed
sales in the first year
3 days
Enough for
full system rollout

From demo to first closed deal in 3 days

No months of implementation, no IT team, no complications. Three steps and you're up.

1

Demo (30 min)

We walk you through the system using your own examples — your customers, your products, your processes.

2

Setup (Day 1)

We import your customers, price list and products. We configure the pipeline to match your sales process.

3

Data entry (Day 2)

We help you transfer active quotes and contacts from Excel. We train your sales team in 2 hours.

4

You go live (Day 3)

The sales team works in the system. The first quote from the system goes to a customer. No inquiry can ever get lost again.

Answers to your questions

Does the system also work for import-export companies?

Yes. The system supports multi-currency transactions, import and export orders, supplier tracking and customs document management. It is adaptable to your specific processes.

How quickly can I start using the system?

Most companies are operational within 3 business days. That includes importing customers, price lists and configuring the sales pipeline to match your process.

Can multiple salespeople use the system simultaneously?

Yes, the system is cloud-based and supports an unlimited number of concurrent users. Each salesperson has their own access and visibility into their own and shared customers.

What happens to my data from Excel?

We help you import all your data — customers, contacts, price lists and history. The process takes 1–2 hours for an average database. Your data remains yours.

Can you adapt the system to our products and categories?

Yes. The system can be tailored to your product nomenclature, categories, units of measure and pricing structure — including customer-specific and quantity-based discounts.

How much does it cost and is there a yearly contract?

Pricing is tailored to company size — from solo salespeople up to teams of 20+. There is no mandatory yearly contract. You get an exact quote for your case during the demo session.

Stop losing sales
because of disorganized data

In 15 minutes we'll show you how your company can run every inquiry, quote and invoice in a single system — and never lose another deal because of Excel chaos.

Schedule a demo for your company

No spam. No commitment. We reply within 2 hours.