CRM

• Address management, contact tracking

• Dynamic calendar

• Processing and archiving of mail and sending by e-mail

• Direct access to offers and invoices from the Address file

• All the features of Business Contacts

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Products

• Catalog of items and services

• Several suppliers per product

• Hierarchical categories

• Association of accessory articles with a main article  

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Quotes

• Editable labels of unlimited size and comment lines

• Variant offers, subtotals of various types, insertion of rules, page breaks ...

• Discounts per item and cascading global discounts

• Calculation of the margin, taking into account the various discounts and special prices

• Preview of the final document during data entry

 

Billing

• Input comfort identical to the offer

• Automatic conversion of offers

• QR-invoices

• Group billing

• Total or partial credit notes

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Debtor follow-up

• Reminders on three levels, customizable texts, with reminder fees

• List of debtors on a given date

• Account statements, debit balances, deadlines ...

• Import of payment files, including in QR format

• Entering partial payments, in another currency, with a discount, an advance ... ​

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Statistics

• Sales statistics by customer, by customer category, by product, by period, etc.

• Creation of custom statistics

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POS - Checkout

• Ergonomic input screen with thumbnails

• Management of several cash registers

• Unlimited means of payment, also in foreign currencies

• Fully customizable cash register receipts

• Control of a cash drawer and a customer display

• Optional pre-configured POS hardware

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​from CHF 490.- or CHF 27.- monthly