Sales

Streamline your sales process to better serve your customers, save time, and sell more.

Sales Management

  • Create quotes, sales orders, contracts, packing slips, invoices and email PDFs directly from the sales screen
  • Access all product information including product details, characteristics, and inventory levels
  • POS for counter sales and retail environment
  • Customizable price levels, discounts and credit limits
  • Multi-warehouse sales capabilities
  • Sales commissions
  • Product returns

Sales Management

Customer Management

  • Easily access customer information including order history and activity
  • Emails sent and received through an Office 365 account as well as ParetoBX phone data sync with pbe3 allowing users to have detailed communication history
  • Visual representation of pipeline
  • Multiple pipeline management capabilities
  • Conduct campaigns and manage opportunities

Customer Management
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