Sales & CRM
Client and order management in one system
Built-in CRM for managing your client database, processing orders, and tracking shipments. Public links for quick client ordering.
Features
Client Database
Full CRM system: contact details, notes, order and shipment history per client. Segment clients by status (current, potential) and engagement (hot, warm, cold).
Order Management
Create and track client orders. Statuses from 'new' to 'completed', line items with products and prices, automatic total calculation.
Shipment Tracking
Manage shipments: create from orders, specify items and quantities. The system automatically deducts products from stock on shipment.
Quick Order Link
Generate a public link for your client. They open your product catalog and place orders themselves — no registration or login required.
Email Notifications
Automatic email notifications to clients about order and shipment status. Customize email templates with your brand.
Key Benefits
- Faster Order Processing: Create and manage client orders in clicks, with automatic stock reservation and shipment tracking.
- Self-Service Ordering: Share quick-order links so clients can place orders directly, reducing back-and-forth communication.
Sales & CRM FAQ
Can I send emails to clients directly from the system?
Yes, with the Professional plan you can configure your own SMTP server and send notifications to clients about orders and shipments. Email templates can be customized with your logo and brand colors.
How does the quick order link work?
You generate a unique link for a client. When they open it, they see your product catalog with prices and can place an order without registration. The order automatically appears in your system.
Can I segment clients?
Yes, clients are classified by status (current, potential) and engagement level (hot, warm, cold, uninterested). You can add priority notes to each client.
Is the CRM suitable for B2B manufacturing sales?
Yes, it's built specifically for manufacturers selling to other businesses. You get client management, order processing, and shipment tracking in one system.
Is there a free trial?
Yes, all CRM features are available during the 90-day free trial. No credit card required.
Can clients place orders themselves?
Yes. The quick-order link feature lets you share a public URL where clients can browse your catalog and submit orders directly.