Service Sales Management is the application that puts the commercial and financial control of your security company in the palm of your hand. From the first customer approach to profitability per contract, all departments are integrated into a single tool, giving the manager and sales team a complete view of the business to make decisions with agility and security.
MAIN FEATURES
• Indicators Dashboard
Track the numbers that matter in real time: generated prospects, sales actions, issued and closed quotes, product values, services, and monthly recurrence. Filter by period and get an overview of commercial performance in seconds.
• Prospect and Client Management
Register, organize, and track your prospects and clients. View nearby prospects using geolocation and optimize field visits for the sales team.
• Complete Budgets
Create, edit, and track end-to-end budgets — products, unit services, and recurring monthly services. View details, close deals, and manage payments directly through the app.
• Digital Acceptance with Signature
Close deals in the field with digital acceptance and capture of the client's signature on the screen, streamlining contract formalization without paperwork.
• Sales and After-Sales Actions
Record each sales action, track the sales funnel, and maintain an active relationship with the after-sales module.
• Price Comparison
Consult and compare prices to create more competitive proposals and close more deals.
• Activity Scheduling
Organize your sales calendar, schedule visits and appointments, and don't miss any follow-ups.
• Service Order (SO) Tracking
Monitor the progress of SOs and keep the client always informed.
• Sales Ranking
Track team performance with sales rankings and incentivize results.
• Recurring Services
Control monthly services linked to contracts and the company's recurring revenue.
WHY USE IT?
• Full integration of departments in one place.
• Clear view of results and profitability per contract.
• Mobility for the sales team to work in the field.
• Faster decisions with always up-to-date indicators.
• Less paperwork with digital acceptance and signature.
Service Sales Management was developed for companies in the security sector that want to professionalize and accelerate the sales process, from the first contact to the closing of the contract.
By using the application, you agree to our Terms of Service and Privacy Policy, in accordance with the LGPD (Brazilian General Data Protection Law).