Everything you need, right where you need it, with a fast and intuitive interface tailored for salespeople.
Utilize TailorERP’s mobile interface to manage sales while on the go.
Send quotes in just a few clicks and convert them into sales orders and invoices from the same screen. Manage your sales pipeline from qualification to closing using the integrated CRM app.
Receive warnings before sending quotations to certain customers or for specific products.
Generate a professional quote in seconds using predefined products, price lists, and templates to quickly apply the correct prices to your quotations.
Create custom quotation templates in just a few clicks and reuse them to save time.
Send pro forma invoices to your customers.
Quotations are optimized to boost sales by suggesting additional products and options, applying discounts and closing triggers, and more.
Accelerate sales with electronic signatures, enabling your customers to review and sign quotations online.
Include product variants in your sales orders using a grid or matrix that shows all possible combinations of a product’s attributes (e.g., sizes, colors).
Convert quotations into sales orders with a single click, or allow your customers to do it themselves using online quotes and TailorERP eSign. Save time by modifying sales orders, selling product kits, and shipping partial orders.
Invoices can be generated based on ordered or delivered quantities, or on time and materials. Manage payment terms per customer or per invoice, and easily track and follow up on invoice aging.
Offer customers access to an online portal where they can view their quotes and sales orders, and track their delivery status in real-time. Customers can also modify their orders and confirm them through electronic signatures or online payments.
Apply special shipping and restocking methods from order lines, such as ‘dropship’ and ‘replenish on order.’
Monitor every phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the integrated TailorERP Subscriptions app, which handles memberships, service contracts, renewal alerts, and contract options. Track recurring revenue through the MRR dashboard.
Set up TailorERP Sales to automatically include Incoterms on the invoice.
Utilize TailorERP eSign to effortlessly obtain signatures on NDAs, contracts, or any PDF document.
Track key quotations and business opportunities with a single click and receive alerts about relevant activities. Schedule tasks directly from business opportunities and get reminders when they need to be completed.
View all your email communications automatically attached to the related customer order, enabling you to trace discussions and negotiate more effectively.
Develop email templates for specific products to offer buyers relevant information upon purchase, such as instructions and service reminders.
Automatically synchronize sales and purchase orders in a multi-company setup.
Customize products with various attributes and variants, including size, color, and finish.
Apply discounts to any line item in a quotation and decide whether the discount should be visible or hidden from the customer.
.Manage all types of products, including storable items, services, consumables, delivery charges, and electronic products.
Automatically calculate shipping costs, print shipping labels, and track shipments. TailorERP integrates with UPS, DHL, FedEx, USPS, Bpost, Easypost, and various local postal services.
Calculate shipping costs based on various factors, including weight, volume, quantity, margin, and delivery address.
Generate custom coupons and promotional codes, enabling customers to apply discounts at checkout.
Create a loyalty program for customers to join and earn points that can be redeemed on future orders.
Enable customers to buy gift cards for specified custom amounts and use them to shop from your store. Additionally, provide an eWallet feature for customers to store funds on your site for online payments.
Effortlessly add specific product variants to a quotation or cart using TailorERP ‘s product configurator interface.
Sell products in various units of measure and let TailorERP handle the conversions.
Calculate the correct price based on customer conditions, such as region and price tier, or order conditions, such as quantity and time. Apply specific pricelists to individual products according to each customer’s segment.
Effortlessly track key metrics on a KPI dashboard, including total invoiced amount, sales by country, salesperson, or sales team, churn rate, MRR, lifetime value, CAC ratio, and upgrades/downgrades.
Obtain a comprehensive view of all your sales activities, upcoming actions, and performance data.
Select whether your statistics are based on orders, invoices, or both. Organize sales data by categories such as product type, salesperson, country, and sales team.