Sales
Quotes, invoices and contracts, beside the conversation
Build quotes from your own products, with that customer's price agreements alongside. Keep track of invoices and contracts, all with the customer and the conversation where it started.
Quotes
A quote from your own products
Pick products and services from your catalogue, with that customer's price agreements alongside, and send it from the same conversation.
- A catalogue of your products and prices
- Price agreements per customer
- The status of every quote in one list
Invoices
From yes to invoice
Create the invoice for an accepted quote, and see in one overview what is outstanding and what is paid.
- Invoices with the customer and the work
- Outstanding and paid in one overview
- The conversation about the invoice alongside
Contracts
Agreements that don't slip away
Record contracts and price agreements with the customer, and see in time when something is about to end.
- Contracts per customer
- Term and end date in view
- Price agreements recorded with the customer
Works with
Selling without switching screens
Sales works with the same information as the other apps you switch on. A quote knows which customer, which conversation and which work it belongs to.
Mervyn AI in Sales
Less admin, more yes
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Draft quote
A draft quote from a conversation, with the right products, ready to review.
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Ask the assistant
Which quotes are still open, and which contracts end soon?
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Summary per customer
What was agreed, what was invoiced and what is still open.
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You hold the pen
The AI suggests, you send. Or let an agent work within your limits.
Sales beside your conversations and your work
We set up your products and price agreements together, so your first quote is right straight away.