Commercial management
For your business, require a complete management tool, from sales to invoicing.
- Quickly create quotes and invoices
- Send proposals to the Client
- Convert proposals to invoices without re-entering
- Track sales and improve profits
Speed up your sales cycle.
Create business proposals in minutes? It's possible with Wolfgest CRM! You will love the commercial management module for your business activity. To simplify your sales management and business follow-up, convert the budget in less than 2 clicks to order forms, proforma and all without additional configuration ...
Commercial Stock Management.
Your commercials coordinate the sales progress according to your sales strategy. Make your business management easier and automate alerts to avoid forgetfulness and prevent unpaid bills!
- List of budgets, customer orders and proformas to follow, every morning
- Automatic sending of invoices by email
- Centralization of all business documents related to a case
- Embedded billing software: sales management, analytic dashboards, tracking payments ...
Submit your product catalog
With the sales management software, build an online catalog of the products available to the sales team.
- Import and export your products anytime
- Associate your products with images for the best commercial proposals!
- Increase profit with margins and purchase price
- The right prices for the right customers with price lists
Send deliveries in one click.
With this sales management software, know exactly which products have been sent to your customer and which need to be delivered. Wolfgest CRM allows your team to manage multiple delivery notes with 1 click on those related to a customer's order.
- Possibility to generate multiple delivery notes for a sales order
- Presence of serial numbers on delivery notes
- Facilitates the organization, so you know exactly what was delivered
- Guarantee of trust for the customer: he knows exactly what he receives and what he needs to deliver
Refuel quickly at your suppliers.
It is sometimes difficult to coordinate sales and ensure product availability. With the supplier order module, keep an eye on your suppliers' stoks and orders in a few clicks so you never run out of money!
- Very fast order creation for your supplier
- Possibility to place orders from multiple suppliers from a single purchase order
- Alerts inform you that your stocks are low
- A real advantage for working on time
Say STOP for late payments.
Monitor payments and quickly identify late payments for fast processing.
- Facilitates the tracking of your cash receipts
- Your payments are associated with your invoices
- Automatic conversion of payments into paid invoices
- Alerts in case of unpaid invoices
Simplify your accounting.
Moloni integration
Moloni and Wolfgest CRM come together to support your business.
Moloni is an innovative online billing and commercial management software, leader in its segment in Portugal. In addition to the usual billing control, checking accounts, stocks and orders, you can benefit from numerous useful and functional tools that allow each manager to control his business, automate processes and issue documents quickly, simply and intuitively.
- Certified by Tax Authority No. 1455
- Fully automatic and free updates
- Free, unlimited phone, email and live chat support