Salesy SaaS - Business Sales CRM
Salesy SaaS - Business Sales CRM

Salesy SaaS - Business Sales CRM

by Developer
  • Uploaded : 02nd February 2023
  • Views : 149
Overview :


Sales are indeed the thriving need of any organization. Salesly SaaS is a business sales CRM tool, here to make your complex sales activity a lot easier. Never again miss a meeting or miss on a quote or miss a client for poor management. With Salesly SaaS version, put your best foot forward and ace your sales card.


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What to expect from Salesy SaaS – Business Sales CRM The ease and feasibility bought in by an efficient dashboard layout cannot be undermined You can manage multiple users by assigning roles and permissions to them List and grid views to suit users of different needs Easy management of different accounts of a firm Manage numerous leads and opportunities through the Kanban board, allowing for easy changes Easy management of quotes, sales orders, and invoices of different orders Management of documents and campaigns relating to different aspects of sales The owner can create duplicate quotes, invoices & sales order Available in multiple languages. It thereby facilitates global usability Make Optional Assign User In All Module Invoice Module with QR Code Twilio Integration Added Landing Page On/Off Settings A user-friendly RTL experience for the customers using Arabic, Hebrew, and Urdu-like languages Auto-generated and custom make reports for different sales activities Any of the plans’ payments can be done using 10 diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall Built with Laravel 8 Salient Features of Salesy SaaS – Business Sales CRM Create Plans and Make Payment – a special SaaS Feature With a super admin login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. Make payment using various payment gateways. The plan would be disabled if not renewed after its expiry. Comprehensive Dashboard Think of sales and what all comes to your mind? Sales, Leads, Invoices, Products, Opportunities, and AccountS? Well, get an overview total of each of these on a dashboard of Salesy SaaS. Further, get a trend chart of Invoices, Quotes, and Sales Orders of a certain specified period. You can also find the individual overview of each of these elements broken down in percentage with their respective status. Get important information through monthly, weekly, and daily calendar charts. Additionally, know the top due tasks, meeting schedule, and month calls on this dashboard. All in all, find all the important sales details under one head. Manage Role Permissions With Salesly SaaS, you can create new roles and assign permissions to them accordingly. This is a multi-user system. You can add as many users as you wish by adding in their requisite details. Assign the roles to these users and manage their status. Additionally, you can add stream comments and attach files with these comments. Lastly, you can view, edit and delete the tasks assigned to these users. Assign task stage, priority, and start and due date to these tasks. Chat Module Direct Communication is an important aspect of any of the businesses. The easy-to-access and use Chat Module provided in Rota Solution, helps you to be in direct and constant touch with the parties. Added task Gantt chart A chart is always one of the strong representations of data we have. Here, Gantt Chart shows the status of the tasks as quarter-day, half-day, daily, weekly, and monthly basis. Parental Settings Assign Contacts Manage contacts easily by storing all the essential details under one tab. Assign a user to an account at this point. Lead Management Lead management is inarguably the crucial part of sales activity. Well, you can either opt for a Kanban or list view, whatever seems apt to you. Further, through easy drag and drop, change the status of leads. Edit existing leads, add stream comments to them and assign tasks to leads. Manage Opportunities Again, available in kanban view, you can focus on important prospects through this feature. Assign user, probability, stages, lead source, and amount to these opportunities and make informed decisions. Client Accounts As a sales-centric software, Salesy SaaS indeed has advanced features for accounts management. View overall details of clients and also the user assigned to them. Add new accounts to the database by feeding in all the requisite information. Edit existing account information if required and add stream comments. View, Edit, and Delete Contacts, Opportunities, Cases, Documents, and Tasks assigned to these accounts in easy go. In short, manage all the aspects of any single account from here. Manage product list Indeed the important component that facilitates sales, it’s important that your product list has all the essential details required. Manage the availability status and pricing of products from here. Twilio Integration The Twilio Integration for receiving the text messages of the jobs performed is a very handy and convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration. Quotes, Sales Order, and Invoices Send a quote, receive an order and send an invoice with the help of a QR Code. Well, this pretty much is the cycle of every organization out there. Manage each aspect of this cycle individually through Salesy SaaS. Know the Status, Amount, Assigned User, Created Date, and other vital information in a list itself. You can also opt for a grid view, whatever may suit your convenience.
Few special features under this include- Printing of sales order and invoice Add new items to existing sales orders and invoices Get an overview of each quote, sales order, and invoice Added Convert Quotes to Sales Order Initially generated sales quotes can be altered, updated as per the modification of sales order on the particular sales quote. Manage Queries / Cases After all, there is no point in sales if we cannot resolve the queries. Manage the queries by raising cases and assigning status, priority, and users to them. Added Form Builder Module To collect details of any of the information from a huge platform is essential. The manual form builder helps you to create and share the form with multiple fields with text, number, date, email, description. Manage Everyday Activities It’s difficult to keep a tab on to-do lists if they aren’t backed with timely reminders. Well, manage your calls, meetings, and tasks by adding them to the calendar which in turn would be displayed on the dashboard. Invoice Payment This feature of invoice payment is very convenient in cases, where the monetary transactions are in part payments and in time gaps. It helps the whole flow of transactions to be presented smoothly. Tasks Management Assign tasks to either of the case, opportunities, contact, leads, or account. Further, assign task stage, user, timeline, and attachments to it for detailed information. Tasks make for easy achievement of the desired goal. Call Management Schedule your calls and manage them effectively by planning them well in advance. Reports Get auto-generated reports for a sales order, invoice, quote, and leads analysis. You can customize these reports for any given period by filtering various parameters. System Settings From brand logo to permissions and default settings, control every aspect of this tool from here. Salesly SaaS is available in multiple languages for global usage feasibility. Changelog

Here you can see what updates came out and did we bring new to the version. Check Changelog


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FAQs :

To ensure the quality and safety of the item, you should thoroughly check overview description, demo, comments and read reviews from previous buyers if available. Initial support is available with each item & 15 days refund policy is available when your purchased item does not work.

The process for getting support is easy after buying item you can directly get support from developer through ticketing system, support ticket is replied by the developer & reply time will vary depending on the developer. Typically, you can contact the customer support through a support ticket system. Developer should be able to help you with any technical issues or questions you have about the item.

If you are not satisfied with the code you purchased, you should first try contacting the developer to see if they can provide assistance or a resolution. If you are still not satisfied, you may be able to request a refund. Be sure to request refund within 15 days of purchase as per refund policy and guidelines.

A refund request may be denied if the code has already been used or modified, or if it has been longer than the platform's refund period (15 days). Additionally, refunds may be denied if the issue with the code is due to user error or if the code has been intentionally modified or altered by the user.

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We provide support to each clients by ticketing system with 100% guarantee reply, only for the period as per support plan terms. Support reply is one after one basis it means you may receive reply in 5minutes or it may take 24-48 hrs, its totally depending upon work load and support queue. And if your query requires testing/checking then it may take additional time.
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Support :

Our verified developers are dedicated to provide best guaranteed support reply by ticketing system. We have been providing ticket support reply to each of our registered clients since 2017 and our estimate reply time is 24/72 hrs, also know it may take additional time if your query requires testing/checking by a developer.

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See all previous tickets & running tickets

As support is provided by ticketing system, you can check previous tickets or existing running tickets.

Recent Closed Support Tickets

Subject Ticket ID Ticket DepartmentEmail Status Last Activity
domain#8332New Sale / General Queryman*************@g****.com
Closed22 Sep 2023 (02:12 PM)
Payment Confirmation & Work Order - from WEBSOLINK -#14364New Sale / General Queryagr**************@g****.com
Closed20 Sep 2023 (06:15 PM)
Quote for Unlimited eCommerce Website & Android APP - WEBSOLINK#14444New Sale / General Queryaam*********@g****.com
Closed19 Sep 2023 (02:15 PM)
Development LINK - 2nd Part Payment - WEBSOLINK#14376New Sale / General Queryagr**************@g****.com
Closed19 Sep 2023 (01:39 AM)
Last 2 Payment Invoice#14414Server / Billingsom************@g****.com
Closed15 Sep 2023 (04:31 PM)
Resolved Tickets73Last 30 Days from Today
Resolved Tickets326Last 90 Days from Today
Resolved Tickets759Last 180 Days from Today