Sellstics CRM & Marketing Automation

Sellstics CRM – Customer Management is designed to manage customer relationships and centralize all related activities, including leads, accounts, contacts, meetings, tasks, calls, orders, invoices, and payments, all in one platform. It also includes a Project and Tasks module for comprehensive management.

Leads

Leads represent potential business opportunities that can be nurtured to explore business possibilities. They can be easily created within the CRM by navigating to CRM -> Add/Manage Leads.

These leads can be created with basic contact and personal information…

Opportunities

Opportunities allow you to record new business prospects associated with specific customers, tracking their progress and probability of success. You can create new opportunities by accessing CRM.

Projects

The Project Management feature enables the planning, organization, and management of projects within the CRM, making it possible to oversee all project-related activities in one place. A project typically involves a one-time activity aimed at producing a specific outcome…

Tasks

Tasks represent activities that must be completed within a set timeframe to achieve work-related goals. Tasks can be further broken down into assignments…

Estimates/Proposals/Invoices

In the CRM, the sales process typically starts with a sales quotation and proceeds through various stages until payment is completed. However, our functionality allows the creation of estimates, which can be converted into sales orders in SellsticsERP .

SellsticsCRM Marketing Automation also integrates key business operations to streamline your sales and inventory management processes:

Sales Quotation

Generate and manage sales quotations directly within the platform. You can create detailed quotes for your customers, customize pricing, and track their status through the sales pipeline.

Sales Order

Once a quotation is approved, easily convert it into a sales order. Manage and track your sales orders, ensuring a smooth transition from quote to order fulfillment.

Sales Invoice

Automatically generate sales invoices from confirmed orders. The platform allows you to customize invoice templates, send invoices to customers, and track payments efficiently.

Inventory Management

Keep real-time track of your inventory levels, manage stock across multiple locations, and receive alerts for low stock. The integration ensures that your inventory data is always up to date with your sales activities.

Accounts Payable (AP)

Manage your business’s outgoing payments efficiently. Track and process vendor invoices, manage payment schedules, and maintain a clear record of all payables. The AP integration ensures that you stay on top of your financial obligations, with timely payments and accurate tracking of expenses.

Accounts Receivable (AR)

Streamline your incoming payments by tracking customer invoices and receipts. The AR feature allows you to manage customer accounts, monitor outstanding balances, and automate reminders for overdue payments, helping to improve cash flow and reduce late payments.

General Ledger (GL)

The General Ledger serves as the central repository for all your financial transactions. It provides a comprehensive view of your business’s financial health, including income, expenses, assets, and liabilities. The GL integration ensures that all transactions from sales, inventory, AP, and AR are accurately recorded, enabling precise financial reporting and compliance with accounting standards.