SmartFact ERP · Module
From first contact to paid invoice, in one place.
Every partner, contact and activity in one place. A quotation becomes a sales order in one click, and you see invoices and contracts coming due before they become a problem.
CRM and sales
Partners, quotations, sales orders, invoices and contracts in one place.
In short
- Partners, leads and targets
- Quotations and sales orders
- Invoices, costs, price lists
- Contracts and campaigns
- Sales reports and KPIs
Real screen from the system, with demo data
What it does
What the module gives you day to day.
Target, lead, partner
Every company moves along target → lead → partner, with contacts, addresses, bank details, notes, documents and full history, plus the salesperson responsible.
Quotation to sales order
Quotations are built from templates, sent as PDF by email, and the customer accepts or declines through a link. Once accepted, one click turns it into a sales order; expired quotations close themselves.
Invoices and contracts
Invoices with payments, linked to sales orders. Overdue invoices and contracts nearing expiry are flagged. Billingo and Számlázz.hu connections bring invoices in.
Campaigns and leads
Target lists with segments, campaign emails that never reach the same person twice, public lead forms and SMS. New leads are tracked from first contact to qualified.
Excel import and partner portal
Load your existing partner list from Excel with a preview. Partners can also be invited to a portal to see what concerns them.
Reports and AI assistant
Sales trend, products sold, campaign results, KPIs and conversion. Ask the built-in AI assistant for them in plain words; with your approval it can also create quotations or partners.
Works together
On the same database as these modules.
See it on your own processes.
In the demo we show the module set up for your company. Hungarian companies can fund the rollout from grants.