QuickEasy Business Systems

CRM

Sales

Win More Deals. Serve Customers Better.

Stop Losing opportunities in spreadsheets and disconnected tools.

QuickEasy BOS Sales & CRM gives you full control of the entire customer journey — from first enquiry to repeat business — all in one easy-to-use system. No more lost leads, scattered information, or surprises between sales, production, and accounts.

End-to-End Sales Made Simple

  • Capture leads and track them through a clear, visual sales pipeline
  • Turn enquiries into professional quotes in minutes, linked directly to your real costs
  • Follow up consistently so nothing falls through the cracks
  • Manage every stage of the customer journey — from Lead, to Quote, to Order, to Fulfillment and Re-order
Magnifying glass and colored pencils on financial trend graphs highlighting sales growth.
Estimate

Powerful Quoting & Opportunity Management

  • Create Accurate, Professional Quotes tied to your Live Pricing and Costing
  • Convert Quotes to Orders, Orders to Planning, Planning to Invoice
  • Monitor Opportunity Health, Expected Value, and Closing Dates in Real-time
  • Keep a Complete History of every interaction with the customer
Account-management

Seamless Customer & Account Management

  • Centralised Customer Records with Contact History, Notes and Documents
  • Handle Enquiries, Complaints and Service requests without switching systems
  • Link everything to accounting – Invoices, Payments, Credit Notes and Statements
A person uses a tablet to monitor stock market trends and real-time trading graphs.

Real-time Insights That Help You Sell More

  • Live Dashboards
  • Pipeline Value
  • Win Rates
  • Sales Trends
  • Clear, Accurate Reports

Benefits

One ERP System

Faster quote-to-order process

Better customer experience

Full visibility for your business

Ready to transform your sales process?

Book your free 45-minute online review.

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