A Deal Pipeline and Payment Reporting

Enquiries that go nowhere are invisible until you count them. Deals make the pipeline visible, and payment reporting does the same for the money.

Enquiries as Deals

An enquiry becomes a deal on a board, moving through stages you define, with an owner and a reason when one is lost.

Payments, Summarised

Totals, trends by period, a breakdown by payment method and a refunds table give you the shape of your takings rather than a list of transactions.

Export What You Need

Sales and payment reports export to a file, prepared in the background so a large export does not tie up the screen.