Sell more
with instant quotations

Create clean, professional, and interactive quotations instantly with Cloud ERP’s powerful quotation builder.

Manage your sales orders, customer service, and eCommerce shop on a single platform.

Use quote templates to automate common orders

Automatically apply the correct pricing and taxes to every customer.
Skip time-consuming tasks to focus on what matters most: selling!

Close deals faster with the customer portal

Let customers help themselves! Customers can access their quotations, sales orders, delivery orders, and more…

Save time with online payments, and close deals faster with e-signatures on quotations, contracts, and any other PDF.

Only focus on qualified leads

Generate qualified leads through website visits, marketing campaigns, email aliases, event registrations, and more.

AI-powered lead scoring narrows down which leads are worth your sales team’s valuable time.

Create custom pricing strategies

Pricelists

Promotions

Loyalty programs

Coupons

Gift cards

eWallet

Complete product control

Set up unique product pricing, variants, and categories that integrate with eCommerce, Inventory, and Manufacturing.

All the features done right

Reporting and forecasting

Sales metrics are automatically tracked for comprehensive reports and accurate forecasts.

Shipping integrations

Partner with local and global shipping couriers to deliver your products.

Invoicing

Multiple invoicing options: down payment, pro-forma, based on delivered or ordered quantities, based on time and materials, and based on project milestones.

Invoices are automatically created in the database whenever online payments are confirmed.

Upselling

Add optional products to quotations to seamlessly upsell to customers. Customers can add optional products to their own quotations using the online customer portal.

Amazon and eBay integration

Integrate Cloud ERP Sales with major online marketplaces, eliminating the need for manual entry while getting your products to more people.

Customer communications

Send emails and schedule meetings with customers directly from Cloud ERP. All communications are automatically recorded and easily found in the same logical place.