Online CRM and Quoting
Drives customer engagement and streamlines your sales process with Mashoom's online platform.
No server installation or related costs. Under an hour setup and with all of your customer, stock and related settings synced.
Our developer-friendly API can also enable E-Commerce and customer portals.
Benefits
Drive Callbacks & Activity
Create tasks for contacts and quotes as part of a workflow to chase leads or follow up on quotes. The mission control dashboard allows teams and managers to quickly view sales activity and progress.
Create tasks for contacts and quotes as part of a workflow to chase leads or follow up on quotes. The mission control dashboard allows teams and managers to quickly view sales activity and progress.
Fully Featured Quoting
Build quotes quickly and easily, and avoid cluttering your sales ledger with prospects. A contact is created / synced and a sales order created in Sage when a quote is accepted.
Build quotes quickly and easily, and avoid cluttering your sales ledger with prospects. A contact is created / synced and a sales order created in Sage when a quote is accepted.
Fully Online Using Sage's Native API
We don't need to install any software on your Sage server, we use the Sage native API which is free to use and your Sage reseller can install if isn't already. Never get caught out by upgrades again.
We don't need to install any software on your Sage server, we use the Sage native API which is free to use and your Sage reseller can install if isn't already. Never get caught out by upgrades again.
Advanced Data Management
Got a new list of prospects? Import them into Mashoom, with custom fields, via a spreadsheet. Bulk imports, export and updates, create filtered lists and more; our powerful tools have got you covered.
Got a new list of prospects? Import them into Mashoom, with custom fields, via a spreadsheet. Bulk imports, export and updates, create filtered lists and more; our powerful tools have got you covered.
Stock, Pricing and Currency Support
Use Mashoom in multiple regions and with all your existing stock, currency and pricing imported automatically. Alternatively, manage pricing via Mashoom with simple spreadsheet upload / download.
Use Mashoom in multiple regions and with all your existing stock, currency and pricing imported automatically. Alternatively, manage pricing via Mashoom with simple spreadsheet upload / download.
Access to Mashoom's API
Use Mashoom's API as a gateway to Sage. For instance, a web shop can send new contacts and sales orders to Sage via Mashoom directly, or setup a customer portal where live stock levels can be found.
Use Mashoom's API as a gateway to Sage. For instance, a web shop can send new contacts and sales orders to Sage via Mashoom directly, or setup a customer portal where live stock levels can be found.
Details
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