Sales & CRM

Sales & Customer Management

Manage customer profiles, create quotations, track orders, and monitor all financial interactions in one place.

What is it?

A complete customer relationship and sales management system. Manage customer profiles, create quotations, track orders per customer, and monitor all financial interactions — receivables, payments, and credits.

app.golify.com/customers

Customer details in Golify with financial activity and balances

Key Capabilities

Customer Profiles

Create detailed customer profiles with company info, contact persons, and addresses
Multiple addresses per customer (billing, shipping, office)
Assign preferred currency for each customer
Set pricing method per customer: Commission or Buy/Sell
Track customer opening balances (debtor or creditor)
Assign dedicated sales representatives to customers

Quotation Management

Create detailed price quotations with line items
Add product photos at item level and per pricing tier
Support for multiple price lists (tiered pricing)
Convert approved quotations directly into purchase orders
Track quotation status: Draft, Sent, Approved

Container-Based Sales

Group multiple orders into containers for shipment to customers
Track which items belong to which customer in shared containers
Monitor loading progress and shipment status per customer
Generate loading lists for packing and shipping

Financial Tracking

Real-time accounts receivable per customer
Track unused credits and prepayments
View complete payment history per customer
Opening balance management for existing customers

Customer Communication

Internal commenting system on customer records
System-generated activity logs for every change
Complete audit trail of all interactions

Business Value

Centralizes all customer data in one place. No more scattered spreadsheets for quotations and customer info. Sales teams can track every deal from quotation to delivery, and finance teams have real-time receivables visibility.

Ready to streamline your operations?

See how Golify can centralize your sales and customer management in a single platform.

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