Sales management

Transparent sales processes

Im KundenMeister all sales tasks related to leads, prospects, customers and partners can be efficiently managed. Strategic features such as comprehensive opportunities-Management and Lead-Management provide reliable sales forecasts and reliably inform employees and management about future customers and projects.

In the sales management module, you can map your company's sales process. Different departments and processes such as market and customer planning, business initiation, preparation of offers, negotiation, order management, after-sales support and sales controlling are supported.

The sales management software also supports the management of offers and contracts with customers. This means that it is always possible to trace which sales employees have worked out which offers and contracts on which data basis.

The following sales management modules are included:

  • Address management and contact management
  • Customer information with document management
  • Administration of companies, contacts and contact persons
  • Visit planning and reports
  • Customer history
  • Project administration and task management
  • Opportunity Management with Forecast
  • contracts
  • Offers/orders/invoices