Sales

📈 Close Deals Faster: Introducing the Mewayz Sales CRM System

A comprehensive platform designed to streamline your entire sales operation, from lead to invoice. The Mewayz Sales CRM System centralizes customer relationship management, enabling your team to efficiently manage accounts, track opportunities, generate quotes, process orders, and monitor performance through powerful, detailed analytics.

🎯 Key Features for Sales Workflow Mastery:

• Accounts & Contacts Management:

  • Centralized Profiles: Build rich, connected profiles with key information like addresses and industries.

  • Relationship Clarity: Contacts are linked to parent accounts, and real-time activity streams track communication and updates efficiently.

  • Detail: Manage detailed billing and shipping profiles for each account.

    

• Opportunity & Quote Workflow:

  • Pipeline Tracking: Manage your sales pipeline using a flexible stage-based opportunity tracking system that includes value and timeline tracking.

  • Seamless Conversion: Quotes are directly generated from linked opportunities and can be customized, duplicated, or converted into sales orders with ease, streamlining your process.

    

• Sales Orders & Invoices:

  • Connected Flow: Sales Orders inherit information from quotes and allow product-level control.

  • Efficient Billing: Invoices are created directly from orders, with tax, discount, and payment details auto-calculated. Invoices are locked after conversion to preserve accuracy.

    

• Case, Document & Stream Tracking:

  • Case Handling: Organize and resolve support issues through structured case handling with priority levels, attachments, and user assignments.

  • Centralized Files: Hierarchical document folders help centralize all related files by type and stage.

  • Team Communication: Built-in stream comments with file attachments boost collaboration on client records.

    

• Communication & Sales Insights:

  • Scheduling: Schedule Calls and Meetings with detailed participant lists and parent record linking.

  • Advanced Analytics: Report Analytics offer real-time insights using donut charts and filterable tables for Quotes, Sales Orders, and Invoices.

  • Custom Setup: Admins can tailor the system by configuring dropdowns like Account Types, Industries, Case Types, and Document Folders via the System Setup module.

    

Ready to gain complete visibility and control over your sales pipeline?

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