Customer Relationship Management made simple ConvallisCRM

Products & Sales

ConvallisCRM has the ability to create quotes, despatch notes and invoices for your customers and also keep track of the progress of any sales related contact you make with your customers using the workflow process. Set up your business processes using the workflow steps. The more steps that you have in the process the easier it is for you to see exactly at what step of the quote or sales process you are.

You are also able to set up your products, put them into categories, and set the VAT rates that are applicable to those products. If you despatch your products and charge for delivery this can be set up too. If you use units of measurement for your products/services, use the CRM to set these up as well.

Workflow Steps

Whatever steps you have in your sales process you can set up a workflow step for it. You are also able to assign specific tasks to specific users, generate and print/send you quotes,despatch notes and invoices plus much more. 

An example of the workflow steps for a quote can be seen below.

Read Maintain Workflow Steps Help Article

ConvallisCRM - Workflow Steps

Delivery Charges

These are important if you despatch items usually by weight as part of your sales process. Various delivery charges can be set up that appropriate for your business. Once set up, the charges will be applied to your orders / quotes for the time the charge is in effect, and will keep an accurate record of your total sale value.

Read Maintain Delivery Charges Help Article

ConvallisCRM - Delivery Charges Editor

Products / Services

Whether your business offers products or services you need a place to keep a record of them. Your products/services can be added and allocated to a product category for ease of searching and reporting.

Read Maintain Products Help Article | Read Search Products Help Article

Product or Services maintenance editor

Product Categories

Although you may have many products, it is far more organised to split these down into various product categories. This aids you when you wish to search for a particular product, and can also be used when generating reports in the query editor to show which categories have done well and breakdown the individual product to show how well that has performed over for example, a set period of time.

Read Maintain Product Categories Help Article

Set up your product category list


If your business is registered for VAT you will need to set up the VAT rates for your products and services. The standard VAT rates are currently included, but you may need to add additional rates for particular products or services.

Read Maintain VAT Help Article

Maintain VAT button

Update VAT

Unit Types

For some products you may need to define a specific unit of measurement. These may include individual units or weights dependent on the product. Within the product/services section of ConvallisCRM these can be set up specifically for your requirements.

Read Maintain Unit Types Help ArticleMaintain unit types

Maintain unit types box

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