Trading and distribution
From quote to collection, with the warehouse in the loop
Reps send quotes, the warehouse delivers, the accountant chases payment. ClientOS keeps them all on the same customer, the same invoice and the same stock.
A day in your company
The same customer and the same figures from first step to last, with nothing typed twice.
The order arrives
The customer messages the rep on WhatsApp; the rep sends a quote at that customer's price list.
The customer agrees
They accept from the link and sign, and the quote becomes an order that holds the goods in the warehouse.
The warehouse delivers
A delivery note with signature lines, all at once or in parts, with what's left in front of you.
The invoice goes out
A tax invoice to the e-invoicing system, with cost and margin worked out.
The money comes in
A transfer or a dated cheque; the entry posts itself and the rep's commission lands in payroll.
The apps you'd switch on
Start with these, and add or drop any of them whenever you like.
- SalesLeads, deals and quotes
- InvoicingTax invoices, payments, cash and banks
- Inventory & purchasingStock, purchasing and manufacturing
- AccountingAutomatic entries and financial statements
On the plan with every app: $20 per office user a month, and $1 per employee on file.
A credit limit per customer
An invoice past the limit needs approval.
Post-dated cheques
A register of received and issued cheques, with reminders before they're due.
Landed costs
Freight and customs on the item's cost.
Set your company up in a day
Create the workspace, import your customers from Excel and invite your team. If you'd like help setting up, we're here.
Every app is open during the trial. No card needed.