Contact Management |
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Add / delete person, manage notes |
Organisation Management |
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Add / delete organisation and manage notes |
Email Integration |
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Send and receive emails from Sales Infinite.Synchronise emails between email server and Sales Infinite. |
Actions |
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Manage actions within Sales Infinite |
Meetings |
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Create meeting notes |
Chirp |
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Enterprise Social Collaboration tool |
VOIP Integration |
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Click-2-call integration with your VOIP phone |
MAP Integration |
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View locations on map and turn-by-turn navigation integration |
Workflow Notifications |
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View workflow notifications and act on them |
Documents |
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Store and View documents |
Product Portfolio |
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Manage List of products and services of your organisation. |
Product Pricing Management |
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Manage pricing details of the products and services of your organisation. |
Offers and Promotions Management |
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Manage time-sensitive offers / promotions |
Marketing Campaign Management |
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Create Marketing Campaigns, Send personalised bulk emails, Telemarketing, Create Opportunities for engaged audience in just a single click. |
Marketing Communications Management |
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Marketing Call Scripts |
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Marketing Engagement Scoring |
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Track audience engagement using Engagement Scoring Engine |
Sales Pipeline / Opportunities Management |
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Sales pipeline lifecycle management |
Digital Quotations |
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Send branded PDF quotations via email |
Customer Accounts |
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Create and manage customer accounts |
Sale Orders |
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Create and manage sale orders |
Recurring / One-off Invoices |
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Create and manage Invoices. Track their payment status. Both recurring and one-off invoices are supported. |
Account Payment Reconciliation |
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Reconcile invoice payment status for a specific Invoice |
Bulk Payment Reconciliation |
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Reconcile invoice payment status in bulk |
Legal Documents |
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Create and manage Legal documents and view them in context of people and organisations |
Support Tickets |
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Create and manage support tickets |
Suppliers and Supplies Management |
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Create and manage Suppliers and their supplies |
Fulfilment Order (Pick, Pack, Ship, Deliver) |
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Complete fulfilment workflow starting from Pick, Pack Ship and Delivery including turn-by-turn navigation integration and delivery signature. |
Procurement Orders |
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Create and manage procurement orders |
Warehouse Management |
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Create and manage warehouses and storage locations |
Stock Management |
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Manage inventory levels for the supplies |
Marketing Dashboard |
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Visualise marketing performance on a chart |
Opportunities Dashboard |
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Visualise pre-sales pipeline on a chart |
Sales Dashboard |
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Visualise sales performance on a chart |
Accounts Dashboard |
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Visualise accounts performance on a chart |
Procurement Dashboard |
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Visualise procurement activities on a chart |
Support Dashboard |
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Visualise support activities on a chart |
Multi Timezones, Currencies and Tax Rates |
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Support for multiple time zones, multiple currencies and multiple tax rates |
Website Contact Form |
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Contact form that can be put on your website to collect information directly into Sales Infinite |