Template Apps

Sales Management

Create a dedicated sales management application to improve sales lead management, increase the visibility of sales KPIs and generate new business.

Develop better apps, faster
Develop better apps, faster

A fully hosted environment to rapidly build bespoke applications, create branded web portals or deploy from ready-made templated applications.

Effortlessly accelerate sales opportunities

Achieve complete visibility of sales team management activities, from sales quotes and campaigns to opportunities and pricing, by using the comprehensive, customisable sales management application template. With the functionality sales professionals need as standard, the mobile-ready sales application can be customised to match your exact company requirements.

Your sales, your perspective

Cut out the noise with personalised views of data by utilising the sales modules that you need. Empower your sales team to concentrate on sales and customers without getting bogged down in non-essential information.

Sales tools

Facilitate 1-2-1 relationships and provide your sales team with direct access to “must have” information, such as sales, opportunities, orders and pricing.

Mobile ready

Responsive design ensures sales activity can be accessed and updated 'on-the-go', regardless of time, device or location.

Bigger picture

Automate extended administration tasks to remove repetitive data entry with the advanced integration and automation engine.

Easy data migration

Take the pain away from data migration by consuming pre-existing databases within a few simple clicks and remove error-prone spreadsheets.

Sales modules fit for purpose

Intuitive UX

Take the complexity away from object definition, relationships and assigning attributes by using the Quick Create Wizard walk through.


Dynamically provide instant insights into sales KPIs with user-friendly dashboards containing charts and graphs with the latest available information.

Business logic

Define and customise business logic with workflow processes, statuses and actions, such as triggered notifications and approval authorisations.

Stop paying over the odds for sales modules that you don’t use by using the sales management template as a starting point to customise your own application. Optimise user experience with custom views, modules, define workflow processes, dashboards and more.

What's next?

Getting started with Applications Platform is as easy as 1-2-3

Experience low-code

Launch a demo environment and take a look around our platform.

Professional Services

Don't have the time or resources? We can scope, build and deploy any solution.

Start your journey

Ask us a question

Ask a technical question, get a technical response. No sales fluff.

FAQs: Sales Management

Most Relevant
Quotes, invoices, sales orders and reports etc. can be generated in PDF for sending or printing and then sending via HTML email.
Yes, there is an option to use the Microsoft Outlook plugin module.
Yes, the sales management application allows you to automatically create and distribute sales reports, such as conversion rates, repeat business per month, unconverted quotes, KPIs etc.
Yes, you can create detailed sales orders that include product details, price lists, tax codes, order numbers, job numbers and more.
Yes, you can manage opportunities from the initial enquiry, contact details, total potential / probability of sale, source of lead, account manager allocation etc.
Yes, you will be able access and view a full history of customer interactions, calendar views, create follow-up events and tasks, meeting reminders etc.
You can manage account and contact information including contact details, account details, address clarification, customer discount percentage, accounting details, leads and campaigns.
Contacts can be imported by using a CSV file or by integrating your other business systems with our dedicated integration solution.

Standard modules include:

  • Accounts and contacts
  • History management
  • Opportunities
  • Quotes
  • Sales orders
  • Invoicing
  • Job management
  • Stock management
  • Pricing
  • Reporting
  • Email and PDF generation
The sales management template provides you with the base to standardise your sales process through contact management, campaigns, opportunities, pricing, stock and reporting.
General FAQs
Yes, all our applications provide you with the ability to read/write information, add your own company logo and create custom CSS styles.
Don’t worry, our professional services team is on hand to discuss your objectives, scope, plan, build and deploy your application to meet your exact business requirements.
The technical requirements couldn’t be simpler. All you need is a computer and internet connection to start building applications or customise application templates.
Supported databases include MySQL, Microsoft SQL Server and Oracle.
Yes, you can build custom Microsoft Word, Microsoft Excel, plain text and XML document templates that are used to display record data in pre-specified locations.
Yes, our specialised drag and drop integration solution provides you with a graphical user interface (GUI) to integrate existing on-premises or cloud-based business systems or applications and automate the synchronisation of data. You can connect to practically any data source via ODBC, OLEDB, Web Services or an extensive range of supported third-party APIs through connectors.
We provide full UK-based support and advice that is just a phone call away.
90% of applications built on Applications Platform are either 'code-free' or only contain simple scripts for field formulas etc.
As a PaaS provider, the continuation of service is one of our core competencies. If an unforeseen issue disrupted service, a backup would automatically be commissioned, and your level of service would be uninterrupted.
Yes, you can try the application right now. Select 'Try now' and dive straight in or call our team who will help set you up.
All of our templated solutions benefit from Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS), whilst applications are encoded with Base64 for complete peace of mind. Other security features include; single sign on, password expiration policies and IP whitelists, which enable the administrator to control application access with incredible precision.
Yes, it provides a native responsive interface for a total cross-device experience.

Does it support multiple devices? articles

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