CoolSales

CoolSales is a sales application that brings leads, configuration, stock and quotes into one responsive screen. It also includes full CRM capabilities for a sales network. The tool is meant to support good selling practice in a retail or dealer setting, with the salesperson and customer looking at the same screen. Because it combines CRM with stock and configuration, staff do not need to switch between separate systems while preparing an offer.

What CoolSales offers

• Lead management — keeps track of prospects.
• Configuration and quoting — builds an offer and adds extra items.
• Stock visibility — shows real-time stock and parts availability.
• Margin tracking — identifies costs and margins and can provide financial offers.
• Offline use — works both online and offline.

Who it works with

Sales networks, including shoulder-to-shoulder retail selling, with contextual help for salespeople.