MANAGE YOUR SALES
Find it fast. FlooringSoft allows your salespeople to sign in using any computer in the flooring showroom, and use the Customers & Prospects list to quickly find everything they need to know about their prospects, customers, quotes and orders.
Keep all your ducks in a row. Once they enter the information about a prospect, a salesperson never has to enter it again – all of the information flows forward through the entire process from quote to order, to purchasing, to work orders, final billing, and every step in-between. Click on a Contact and see everything about that customer, such as related orders, measures, samples checked out, scheduled installations, notes, attachments, any balance owed, and more!
Complete info about your orders. FlooringSoft keeps a complete history of all of your business information – years of data at your fingertips. Salespeople can use the Quotes & Contracts list to sort, filter and search by job-type, salesperson, advertising type, and much more. The sales manager can use permissions to limit what any particular salesperson can see and do.
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Customer Copies of Sales Contracts
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Maximum power, maximum flexibility. Salespeople love the fact that they can see gross profits and margins as they build the quote, and that they can convert the quote to a Sales Contract with a single click. FlooringSoft allows you to give the customer the level of detail you want by using one of three types of customer copies: Full Detail, Less Detail or No Detail
All about your vendors. Click on a Vendor and see all material on order for them, related inventory and special orders, as well as purchase orders, and more.
For the Sales Manager. FlooringSoft allows the sales manager to sort and filter by any criteria, such as salesperson, date range, job type, job status, type of advertising, etc. to see all of the quotes in the pipeline, total potential revenue, as well as all orders and total revenue in a date range and more! Sign up for a Free Live Demo to see how. |
Full Detail
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Less Detail
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No Detail
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