Health and wellness

What is prepared for you

• ✓Type of facility and specialties
• ✓Visits and meetings tracked
• ✓Business relationship only: no medical records

Modules included for this business

• Sales and invoicing

  Quotes, purchase and delivery orders, invoices, credit notes, payments, online payment and sales dashboard.

• Tax and accounting

  Tax returns prepared for your tax regime, accounting journal, entries and financial statements.

• Customer area

  Online area where your customers view their documents, answer quotes and pay.

Add as you need : Stock · Production and advanced stock · Projects and tasks · Target sectors

Suggested sales stages

1. Qualification
2. →
3. Discovery
4. →
5. Proposal
6. →
7. Negotiation
8. →
9. Won
10. →
11. Lost

Fields on your records

• Type of facility
• Specialties

Stages, fields and lists can be changed at any time by your workspace administrator.