SalesIn

SalesIn is a sales platform designed to streamline and manage incoming sales for businesses. It caters to small to medium-sized businesses across various professions and industries, including sales representatives, B2B ecommerce, wholesale and distribution, retail, and manufacturing. According to the vendor, SalesIn offers a range of features aimed at optimizing sales processes and enhancing customer relationships.

Key Features

Instant Online Ordering Portal: According to the vendor, SalesIn B2B can be set up quickly, allowing customers to conveniently place orders 24/7. The platform provides an intuitive gallery to showcase products, while customers can access real-time pricing and stock availability.

Integrated CRM Features: SalesIn allows users to document customer visits, phone calls, and sales pitches through Activity Notes, which can be shared with the team. This feature aims to improve customer relationship management and keep track of customer interactions and history.

Code-Free Customization: SalesIn offers customization options without the need for coding. Users can fine-tune the app's interface, control user access and permissions, and tailor different areas of the app to specific user roles, according to the vendor.

Instant B2B Online Ordering: SalesIn B2B enables customers to place orders themselves through the web shop, eliminating the need for phone and email orders. Customers can view personalized pricing, stock availability, and other relevant information. Orders seamlessly flow into the accounting system for efficient processing.

Sales Reps + Showroom + B2B: Sales reps can access customer lists, contact information, and product details through SalesIn. The platform helps sales reps stay organized with appointments, surveys, and activity notes, while also eliminating the need for double entry of orders and invoices.

Credit Card Payments: SalesIn allows users to generate invoices and accept credit card payments on the spot using Square Reader. According to the vendor, funds can be deposited into the bank account as quickly as the next business day, simplifying reconciliation with the accounting system.

Seamless Integration: SalesIn can be seamlessly integrated with existing accounting systems, providing real-time data synchronization. This integration aims to save time, eliminate duplicate data entry, and ensure accurate and up-to-date information. According to the vendor, SalesIn offers integration with popular accounting systems such as MYOB, Xero, Reckon, Fishbowl, QuickBooks Online/Premier, and more.

B2B Ecommerce Platform: SalesIn allows users to set up a B2B ecommerce site that seamlessly connects with the platform. This feature aims to reduce order processing and information updating costs, improve cash flow by accepting payments at the time of order, and enhance customer retention and satisfaction.