360° Sales View for Acumatica

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Make it easy for your sales team to sell. View and edit all client information in one place, instead of jumping from screen to screen.

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  • Provides a single, holistic view of all customer transactions (sales invoices, sales orders, etc.).
  • Optimized to accelerate and automate the processing of sales orders:
    • Find customer and inventory history with a single click.
    • Create duplicate sales orders and make any required changes.
    • Recommend additional products and up-sell opportunities.
    • Quickly answer customer questions.
  • Provides instant sales analysis & profitability statistics to the sales team.
  • Save hours of time every week and eliminate data entry errors.

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