Salesking

Salesking is a business management software solution designed to optimize sales processes and support growth for small to medium-sized businesses. It offers a range of features to assist businesses in managing their sales, contacts, documents, and accounting processes. According to the vendor, Salesking caters to various professions and industries, including freelancers, startups, agencies, web services, crowdsourcing platforms, sales and marketing professionals, small business owners, consultants, and service-based industries.

Key Features

Contact Management: Salesking enables users to effectively manage their contacts by distinguishing between prospects, customers, and suppliers. Users can access aggregated contact details and stay organized with upcoming sales tasks.

Flexible PDF Engine: With Salesking's flexible PDF engine, users can easily generate custom documents such as certificates, vouchers, or offers. The software allows for the creation of various document types, including invoices, quotes, and delivery notes, with customizable layouts.

Automated Payment Matching: Salesking offers automated payment matching, streamlining the process of reconciling payment receipts with open invoices on users' bank accounts. According to the vendor, this feature saves users valuable time and ensures accurate financial records.

Team Collaboration: Salesking facilitates teamwork by providing a collaborative platform where employees can work together towards shared goals. Users can assign individual rights and control data visibility for different user groups, enhancing collaboration and data security.

Flexible Solution for Agencies, Freelancers & Web Services: Salesking is designed to accommodate the specific needs of agencies, freelancers, and web services. The software's flexibility allows users in these industries to adapt and customize the system to their unique workflows and requirements.

Preparatory Accounting: Salesking automates the recording of business transactions, providing users with a comprehensive overview of income and expenses. By comparing accounts receivable with accounts payable, users can gain insights into their company's financial health.

Expense Tracking: Salesking offers robust expense tracking capabilities, allowing users to monitor and manage project expenses or other types of consumption. Users can create dedicated accounts for specific projects or consumption types, record related expenses or usage, and even bill customers or suppliers based on the recorded data.

Data Import and Export: Salesking supports the seamless import and export of data in CSV format. Users can easily import contacts, documents, or account entries, and export data using predefined templates, including PDF documents or SEPA direct debit/transfer information.