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Sales and Customer Service
QuickEasy BOS Includes features to manage all aspects of customer engagement — from initial sales prospecting to account management. Here are some of the ways QuickEasy BOS can make you more efficient:
Customer Service Management
Centralised Enquiry Management
Capture and track all customer enquiries for sales, production, and accounting.
Display all current and past issues per customer.
Knowledge Base
Display all current and past issues per customer.
Knowledge Base
Complaint Tracking
Contract Management
Job Cards and Resource Allocation
Generate job cards for service activities, assign technicians and service teams, track job completion and feedback.
Knowledge Base
Knowledge Base
SLA Monitoring and Compliance
Track service delivery against Service Level Agreements to improve accountability and customer satisfaction.
Knowledge Base
Knowledge Base
Service Cost and Revenue Tracking
Sales Management
Customisable Quotations and Invoices
Customise quotations and invoices.
Include comparative quantities on quotations.
Email documents to multiple recipients both internally (staff) and externally (customers).
Knowledge Base: Customer Transactions
Knowledge Base: Output, Emails, and Designers
Include comparative quantities on quotations.
Email documents to multiple recipients both internally (staff) and externally (customers).
Knowledge Base: Customer Transactions
Knowledge Base: Output, Emails, and Designers
Quotation and Opportunity Management
Create and manage quotations linked to sales opportunities, ensuring seamless progression from enquiry to confirmed order.
Knowledge Base
Knowledge Base
Sales Reporting
Drilldown into sales data with customisable reports to understand pipeline performance, win rates, and sales trends.
Knowledge Base
Knowledge Base
Task Management for Sales Teams
Assign activities, set deadlines, and track progress to ensure consistent follow-up and improve conversion rates.
Knowledge Base
Knowledge Base
Accounts Management
Account Query Management
Capture, assign, and track queries related to invoices, payments, credit notes, and statements to ensure accurate and timely resolution.
Knowledge Base
Knowledge Base
Display Unresolved Queries
View real-time reports on open, resolved, and overdue account queries to help identify bottlenecks and improve financial operations.
Knowledge Base
Knowledge Base
Extensive Customer Records
Capture all the customers’ information on a single interface, including contact people, their positions and email addresses.
Set access controls to prevent staff from modifying sensitive information.
Capture additional information using custom attributes.
Attach credit applications and contracts to the customer accounts. Record expiry and reminder dates.
Update customer records when interacting with them using the mobile app.
Knowledge Base: Attributes
Knowledge Base: Customers
Set access controls to prevent staff from modifying sensitive information.
Capture additional information using custom attributes.
Attach credit applications and contracts to the customer accounts. Record expiry and reminder dates.
Update customer records when interacting with them using the mobile app.
Knowledge Base: Attributes
Knowledge Base: Customers
Link Queries to Transactions
Links service tickets such as account queries to the relevant invoices, payments, or credit notes, to maintain full visibility and traceability.
Knowledge Base
Knowledge Base
Reports and Dashboards
Management Reports
Dashboards and Charts
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