What the SalesFlow package includes 
 

One single All-in-One platform to manage leads, opportunities, quotations, orders, invoices, and payments.

CRM
From lead to opportunity

  • Contact, pipeline, and activity tracking
  • Reminders and operational automations
  • Team dashboards and KPIs
  • Mobile-ready

Sales
From quotation to order

  • Quotations with electronic signature
  • Pricelists, discounts, catalogs with variants
  • Upsell / cross-sell, customer portal, margin analysis


Electronic Invoicing
Compliant and automated

  • XML generation and automatic submission to SDI
  • Vendor invoice receipt, checks, and notifications
  • Digital archiving
  • Accounting integration

How the project works 

 A guided, turnkey journey to go live in just a few weeks.



 
 
Cloud SaaS environment configuration

 
CRM setup and basic automations

 
Quotation, catalog, online ordering, and payments

 
Electronic invoicing with XML submission to SDI

 
Testing, validation, and go-live

Do you have questions or would you like a personalized demo?

Contact our experts

 

           RAPSODOO IS A PART OF THE GROUP