What it does / Sales
Customer records
Customers, suppliers, leads and competitors in one list, each with their category and their contacts. Addresses, telephone numbers and e-mail addresses hang off the person or off the company — exactly as they do in real life, so somebody's direct line does not become their employer's switchboard.
Per customer you see the tasks against them, the opportunities with their phase, the quotes and the invoices. A phase that means "won" or "lost" closes the opportunity by itself, so the pipeline and the status can never contradict each other.
What it costs
You get an environment of your own with an example company in it: colleagues, customers, projects, hours written and invoices at every stage. Nothing to set up, just look around.
Oifis®
