Automotive and related services
Sizy : from first contact to purchase order.
What is prepared for you
- Test drives in activities
- Desired model and trade-in on the deal
- Fleet size for companies
Modules included for this business
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Sales and invoicing
Quotes, purchase and delivery orders, invoices, credit notes, payments, online payment and sales dashboard.
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Stock
Warehouses, stock levels, movements, inventory and automatic issue on delivery.
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Tax and accounting
Tax returns prepared for your tax regime, accounting journal, entries and financial statements.
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Customer area
Online area where your customers view their documents, answer quotes and pay.
Add as you need : Production and advanced stock · Projects and tasks · Target sectors
Suggested sales stages
- Qualification
- Trial
- Offer
- Purchase order
- Won
- Lost
Fields on your records
- Fleet size
- Vehicle model
- Trade-in
Stages, fields and lists can be changed at any time by your workspace administrator.