Transport, logistics and delivery

What is prepared for you

• ✓Type of flows and areas served
• ✓Estimated monthly volume per shipper
• ✓Offers and contracts tracked

Modules included for this business

• Sales and invoicing

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

• Stock

  Warehouses, stock levels, movements, inventory and automatic issue on delivery.

• 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.

• Target sectors

  For businesses that serve every sector: each prospect's sector (health, retail, industry…) with its own fields, filters and dashboard breakdown.

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

The sectors you sell to

Your business serves every sector: each prospect is filed by sector, with fields specific to that sector, filters and a breakdown on the dashboard.

• Retail and distribution
• Industry and manufacturing
• Health
• Construction and development
• Hospitality and food service
• Government and public sector
• Other sector

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 flows
• Estimated monthly volume
• Areas served

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