Reduce Data Entry

Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. 

Create Professional Quotations

Design custom quotation templates in just a few clicks and reuse them to save time.

Upselling

Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

Manage Orders & Contracts

Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes  Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

Portal

Provide customers with access to an online portal to view their orders, prescriptions and track the status of delivery orders in real-time.

Streamline Communication

Follow key quotations and orders in just a click and get alerts based on relevant activities.

Discounts

Apply discounts on any quotation line item and choose if the discount should be visible or hidden.

Coupons

Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.

Pricelists

Automatically  calculate the correct price based on customer and insurance. Add pricelists to individual products depending on each customer's segment and insurance. 

Reporting

Trackable KPIs - Easily monitor a KPI dashboard for important information such total amount invoiced, sales per sales person, churn, MRR, lifetime value

Next Activities - Get a full overview of all your sales activities, next actions, and performance data.

Order & Invoicing Analysis - Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.

VisionWeb integration

Send orders to VisionWeb labs, check order status, download lens and treatment catalogs by lab.

ABB Concise integration

Get soft contact lens catalog. Submit in-office and direct to patient orders with order status tracking