- Log daily sales activities, set reminders for the next actions, and get sales activity reports.
- Create inquiries and automatically send rate requests to overseas agents and local vendors.
- Create or upload tariffs, and set suggested selling rates to different categories of customers.
- Generate quotations, track their statuses, and generate reports that analyze the outcomes of your offers.
- Create opportunities for different clients, link them to quotations or shipments, and get pipeline and conversion reports.
- Sales performance reports (volumes and profits).
- Track your client’s history with your company, and identify lost or unfollowed clients.