Sales

Everything your team needs for Sales

Streamline your entire sales process from quotes to payments. Manage jobs, estimates, invoices, and expenses all in one unified platform.

Streamlined sales workflow from quote to payment
Automated invoice generation and payment tracking
Professional quote and estimate templates

Trusted by innovative teams worldwide

  • TruTemp HVAC logo
    TruTemp HVAC
    Sunbelt Rentals logo
    Sunbelt Rentals
    Garcia Supply logo
    Garcia Supply
    ACUnitsForLess logo
    ACUnitsForLess
    ACUnitsForLess Atlanta logo
    ACUnitsForLess Atlanta

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Close Deals Faster

Salesforce Automation

Everything your sales team needs to accelerate pipeline velocity. Track deals, generate branded proposals with one click, and automate follow-ups.

  • Automated lead routing & scoring
  • One-click branded proposals
  • Real-time pipeline analytics
Customer Relationship Management
360° Customer View

Customer Relationship Management

A single source of truth for every interaction. Unify marketing, sales, and support data to deliver personalized experiences at scale.

  • Unified activity timeline
  • Custom data objects
  • Advanced segmentation

Powerful Sales Features

Everything you need to manage and grow your sales operations

Quote & Estimate Management

Quote & Estimate Management

Create professional quotes and estimates, track approval status, and convert to invoices seamlessly.

Invoice & Payment Processing

Invoice & Payment Processing

Generate invoices, track payments, manage payment links, and automate payment reminders.

Job Management

Job Management

Track jobs from start to finish, manage job schedules, assign resources, and monitor progress.

Expense Tracking

Expense Tracking

Record and categorize expenses, attach receipts, and integrate with accounting systems.

Contract Management

Contract Management

Create, sign, and manage contracts digitally with e-signature integration and version control.

Sales Analytics

Sales Analytics

Track sales performance, revenue trends, and generate comprehensive sales reports.

Why Choose Sales?

See how sales can transform your business operations

Streamlined sales workflow from quote to payment
Automated invoice generation and payment tracking
Professional quote and estimate templates
Real-time sales performance analytics
Integrated payment processing
Complete sales pipeline visibility

Got Questions?

Frequently Asked Questions

Everything you need to know about the Sales hub.

Yes, the platform includes built-in payment processing that lets you generate invoices, send secure payment links, and automatically track collections all in one place.
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Ready to Get Started with Sales?

Join thousands of businesses using sales to streamline their operations.