Create and send online quotations and invoices, track sales, monitor staff performance, and sell & sync all your products via our POS and more.
Create and send online quotations and invoices, track sales, monitor staff performance, and sell & sync all your products via our POS and more.
Manage your cash flow, purchases, taxes, profit & loss, balance sheet, sales, chart of accounts, income statement, assets and more.
Create and manage work orders, assign clients and employees, add expenses, incomes, and invoices, schedule appointments and more.
Set up your organizational structure, add employees, create contracts, manage employees’ shifts, attendance, payroll and more.
Add unlimited products, control different warehouses, issue purchase orders to your suppliers, follow them with ease and more.
Create clients profiles, add notes, attach files, schedule appointments, reservations, follow up calls/emails or delivery easily and more.
Boost your sales and serve happy customers
Easily monitor your sales performance through a user-friendly dashboard and reports to improve your products and sales team.
Send online invoices to clients and get paid online and quickly. Manage recurring billings and automated follow-ups.
Discover more about estimatesOffer multiple online payment solutions, e.g. PayPal, eWay, Paymate, Authorize.net, Stripe, and offline options such as Cash, Cheque, or bank deposit.
Send, track, and follow up on your estimates, convert them into invoices, and email them to your customers to get paid quickly.
Explore all payment methodsEasily manage customizable offers and automatically apply them to products based on amounts or percentages. Tailor your offers to meet specific market demands and sales objectives.
Effortlessly scale your cloud-based business across multiple stores. Access all necessary stored data and reports in one place. Sell products from any outlet using any device, managing sales and inventory seamlessly.
Find out more about online paymentManage leads, set follow-up reminders, and organize customers. Track purchases, add, edit, and search customer data easily. Personalize your service and receipts.
Manage inventory, products, categories, prices, and real-time store operations. Enerpize sales automatically adjusts inventory levels and notifies you when to reorder, integrated with the Enerpize inventory module.
Learn more about clients timelineSet sales targets for products or services with a user-friendly Sales Target and Commission tool. Motivate your sales team by providing commission based on achieving these targets.
Effortlessly create precise sales reports that provide vital insights into your sales performance. Identify trends, understand customer behavior, and make informed decisions to drive growth.
Check inventory integrated featuresGenerate and send invoices online directly to clients via email. Accelerate payments through a dedicated client portal and online payment options.
Add many pre-defined products or services tagged with prices, taxes, and more. Create your invoice with ease and pick from saved items to make the process even faster.
Manage POS orders seamlessly, handle multiple transactions simultaneously, and streamline offer settings.
Conduct multiple POS sessions across devices, validate sessions accurately, and generate detailed sales reports and summaries.
Enable various payment options, integrate barcode scanning for faster transactions, and manage refunds effortlessly.
Easily set up installment plans for invoices, specifying amounts, duration, and start dates for each installment.
Automatically track installment payments and statuses, manage overdue notifications, and update invoice statuses.
Provide an online portal for customers to manage installment payments, receive reminders, and track payment histories conveniently.
Define flexible commission structures tailored to product types, set targets, and assign them to sales staff.
Monitor sales targets based on quantity or revenue, assign targets to employees, and track performance against set metrics.
Manage insurance agents' database, define contact details, and categorize insurance classes with specified coverage and co-payment terms.
Automatically activate insurance on client invoices, manage co-payments, and integrate client profiles with assigned agents and insurance classes.
Create customized offers with validation dates, types, and discounts that are automatically applied to selected products in invoices.
Upload and attach files to estimates or invoices, including custom Terms & Conditions documents for specific clients or transactions.
Instantly create and customize estimates with pre-filled templates for various products and services. Easily convert share, and track client interactions.
Keep a record of salespersons’ activities, actions, opportunities, calls, and emails. Sales tracking gives you an idea about your sales team performance per individual.
Insert a specific selling or buying price that could be charged or paid to a unique client or vendor who has special price terms with your company.
Yes, enerpize offers various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions. Your clients can also be given options to pay offline by cheque or direct bank deposit with an easy process to receive payments, confirm and set any invoice as paid.
No, all enerpize plans include all modules, namely; accounting, payroll, operations, sales, CRM and inventory. All updates and new modules are free to integrate.
Yes, enerpize keeps an eye on the final outcome with profit and loss reports generated within seconds. Showcase your total revenue, expenses and net income. Choose income from invoices and a date range, and the report calculates your net profit. It tidily displays how much your business has spent versus earned over the selected period of time.
Yes, you can import data into enerpize from a .csv file. Other data types used for your invoices, quotes, sales orders, suppliers, items, can also be imported and integrated into the system.
Yes, you can use multiple currencies and taxes. Set default currencies for specific clients and invoices. Generate statements and reports related to each currency used.
Yes, enerpize keeps record of salespersons activities, actions, opportunities, calls and emails. This gives you an idea about your sales team performance per individual.
The architecture of our custom solution ensures full and real-time visibility into your sales performance by seamlessly integrating with all enerpize modules:
Unleash new opportunities by managing your business through enerpize where productivity goes hand in hand with relaxation and necessity meets simplicity.
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