Sales & CRM

Bringing all your customer information into a single platform that's tightly integrated with your financial system. Nurture your relationships with leads and customers by tracking all tasks, interactions and documentation processed against their accounts.

Buffer Priorities

Prioritise orders with a colour coded, time-based priority system driven by delivery dates.

Delivery Notes

Setup a delivery structure that works. Delivery Note per invoice or multiple deliveries and a single invoice.

Price Adjustments

Manage global price increases by bulk updating pricelists using the price adjustment utility.

Retail POS

Seamless integration with retail point-of-sale system Sonata POS.

Electronic Data Interchange

EDI integration with major retailers. Automatically receive sales orders and claim request from the retailer.

Sales Opportunities

Manage your pipeline with sales opportunities and lead management.

Customer Invoicing

Manage partial invoicing of orders, professional pdf layouts, bulk emailing and bulk posting.

Deal Sheets

Manage customer contract pricing, seasonal specials and volume discount pricing using deal sheets.

Counter Sales

Sales ordering screens optimised to process invoices for walk-in customers.

Recurring Invoices

Setup customer contracts with automated recurring invoices generated on set frequencies.

Sales Quotations

Streamline your sales process and get your quotations to the customer first.

Credit Notes

Easily generate customer credit notes from the originating invoice.

Credit Approvals

Setup multilevel credit note approval processes. Dynamic approval requests depending on credit values.

Deposits and Payments

Manage minimum deposit requirements, capture payments and process cashups into Sage.

Document Templates

Assist sales reps by allowing them to import standard document templates and layouts.

Sales Orders

Manage outstanding orders with customisable document processing platform.

Pricing Management

Manage customer linked pricelists, default pricelists, warehouse level pricing and future pricing.

Credit Control

Manage customer credit limits, available balances and document level credit limit overrides.

E-Commerce Integration

Seamless integration with Woocommerce website for customers, inventory and sales invoices.

Work Faster, Better, Together

Request a software presentation and lets see if Paradigm can help you grow