by STC Labs
SalesPeople
CRM Customers & deals
Customers and deals, fast from the phone. Companies, contacts, opportunities and activities, fast from the phone.
See the module
People · Sales
PeopleOfferte
Striking sales offers, in a few clicks.
A powerful configurator: pick the products and the rest follows. The offer comes out laid out with your brand, ready to send.
ConfiguratorCatalogueTemplatesSending and outcomes
How it works
The configurator that turns a catalogue into striking sales offers.
1CatalogueProducts and services, one-off or recurring.
2ConfigureRelated items arrive by themselves.
3ComposeSections, discounts and totals always consistent.
4Lay outThe template shapes the offer, with your logo.
5SendBy email, then outcome and reminders.
Why choose it
Striking sales offers, in a few clicks.
01A configurator, not a form to fill in
Pick the product: activation, hosting and training follow, with alternatives and quantities already thought out.
02Offers that impress
Cover, "what's included", summary and terms in a document crafted like a brochure.
03One-off and recurring, never mixed up
Licences and fees stay separate up to the stated first-year total.
Everything it does
People Offerte
01Catalogue
- Products and services with code, category and unit
- One-off price, monthly price or both
- Price list versioned by date
- Data sheets attached to the item
- Catalogue import from Excel
02Configurator
- Mandatory, recommended and optional items
- Alternatives to choose from, such as standard or dedicated hosting
- Fixed quantities or proportional to the product
- Warning if the required base product is missing
- No duplicates: shared items enter once
03Composition
- Customer from the register or created on the fly
- Sections, free lines and optional lines
- Line and global discounts, with an approval threshold
- Editable yearly numbering N/year
- Revisions with comparison between versions
04Templates and layout
- Templates with logo, colours and cover image
- Cover with the three key figures
- "What's included" for each product
- Summary with grouped days
- Introduction and texts with placeholders: customer, contact, expiry
05Sending and outcomes
- Sending by email with PDF and data sheets
- Accepted, rejected with a reason, expired
- Reminders to the salesperson
- Issued offers are immutable
- History of every event
06Dashboard and reports
- Drafts, sent, expiring, accepted
- Proposed and won value
- Monthly and yearly recurring fee
- Conversion rate and time to close
- Excel reports and rejection reasons
For every company in the group
Your templateYour catalogueYour terms
Logo, colours, price list and terms kept separate for each company.
Who it's for
SalespersonSales managerCatalogue managerAdministration
Works well with
One module leads to another.
Each module is built for a specific job and also works on its own. Together they share people register, permissions and audit.
Sales
People & HRPeople
Away Travel & expenses
Every trip, from request to reimbursement. Trips, expenses and advances, all the way to payroll export.
See the module
Fleet & spacesPeople
Truck Company fleet
The company fleet, finally under control. Vehicles, drivers, deadlines and the true cost of every vehicle.
See the moduleTell us about your process.
In 45 minutes we show you the modules you need, with realistic data and no slides.