Finances - Sales System



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Track your sales with the Intoweb Sales system, optionally can be integrated with the Intoweb Invoice, Bookkeeper and Budgeting systems.

The sales system can be set up to be accessed by a wide variety of different users. You can set up access limits for each user that will ensure a safe and secure system.

Super User Administrators

  • Set up users
  • Assign access rights to users
  • Manage queries
  • Set up automatic e-mail configuration
  • Set up sale types


Account Administrators

  • Enter new client details
  • Enter and edit sales made
  • Enter and edit money received
  • View client statements
  • View client contract


Users

  • Search and view clients
  • Modify client details
  • View sales made
  • View money received


General features

  • Filtering options when searching for clients
  • Card system to keep track of client queries and general conversations



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