Sales
Produce Polished, Sophisticated & Engaging Quotations
Manage your Sales Pipeline
Easily use your sales orders as well as customer service, and your eCommerce shop on one single platform.
Quote Templates to Automate Orders
Create professional-looking quotes and proposals quickly and easily with our quoting and proposal management tools.
Customize templates, track revisions, and streamline the approval process for faster deal closure.
Always get the correct prices and taxes for customer orders and keep the focus on selling.
Use the Customer Portal to Close Deals Faster
Centralize your customer and prospect data in one place, making it easy to track interactions, schedule follow-ups, and personalize communication for better engagement.
Customers can access all their sales orders, delivery orders, quotations and more.
Time is saved with online payments, and deals are closed faster using e-signatures on all documents and any other PDF.
Generate Leads
Through website visits, marketing campaigns, email aliases, event registrations plus more.
Create Custom Payment Methods
Pricelists
Promotions
Loyalty Programs
Coupons
Gift Cards
eWallet
Full Product Control
Unique product pricing, configurable products, and categories that integrate with eCommerce, Inventory, and Manufacturing.
Reporting & Forecasting
Implementing automated sales metric tracking ensures comprehensive reports and precise forecasts, empowering your business to make informed decisions and drive success.
Invoicing
There are various invoicing options at your disposal, such as down payment, pro-forma, invoicing based on delivered or ordered quantities, time and materials, and invoicing based on project milestones.
Upon successful completion of online transactions, invoices are automatically generated in the database.
Amazon & eBay Integration
Enhance operational efficiency by integrating SWiiB Sales with top online marketplaces, optimizing workflows and broadening your product's market reach while reducing the need for manual data entry.
Shipping Integrations
Collaborate with local and international shipping partners to optimize the delivery process for your products.
Upselling
Include additional products within quotation details to effectively offer upselling opportunities to customers. Clients can conveniently select optional products through the online customer portal when creating their quotations.
Customer Communications
Maximize customer engagement by leveraging SWiiB to streamline email communication and meeting scheduling. Experience the convenience of having all interactions automatically documented and readily available in one central hub.