Our commercial management tool enables our clients to systematically track and manage various stages of the customer relationship, from the initial prospect contact to the final payment and loyalty.

It includes features such as:

  • Customer Management:
    • Contact management.
    • Customer relationship history.
    • Prospecting and outreach.
    • Customer follow-up.
    • Supply and sales management.
  • Delivery Management:
    • Supplier management.
    • Order management.
    • Stock management.
    • Quality issue tracking and correction.
    • Order modification and validation.
  • Sales Management.
  • Purchase Management.
  • Financial Management:
    • Invoices, quotes, credit notes.
    • Purchase orders, delivery orders.
    • Payment tracking and follow-up.
  • Commercial Management:
    • Sales monitoring.
    • Payment terms.
    • Payment delays.
    • Follow-up and reminders.
  • Administrative and Legal Management:
    • Debt collection.
    • Legal actions.
    • Payment delays.
    • Customer loyalty.
  • Enhanced Commercial Analysis:
    • Statistical analysis (order types by customer, delivery times, billing times, payment times, recurring orders, complaint rates, etc.).

This tool provides a comprehensive and methodical approach to managing the entire commercial process, ensuring effective customer relationship management and supporting detailed analysis for business improvement.