Turn Every Lead into Loyalty — Sales That Scale with You
It Isn’t Just About Processing Orders—It’s About Delivering A Sales Experience That’s Smart, Seamless, And Customer-Centered.
With robust support for Inquiries, Quotations, Sales Orders, and Customer Returns, the sales module ensures every customer interaction is handled with accuracy and speed. The built-in Product Configurator enables custom product creation on the fly, while features like Make-To-Order and credit card processing support complex business models effortlessly.
The Sales Module in Whiz-Synergy is designed to manage the complete sales cycle—from initial inquiry to final order fulfillment and returns—ensuring a seamless, efficient, and customer-centric experience.
Drive Sales With Precision & Flexibility
Instant Quotes, Effortless Customer orders, Accurate Pricing & Taxes, every time.
Automate manual tasks & free up your team to focus on what truly matters: Selling! Synergy’s Sales Module empowers your sales team with the tools they need to sell faster, smarter, and more efficiently. From initial inquiry to final fulfillment, Synergy offers a seamless, end-to-end sales process that adapts to your unique business needs.
Customer-Centric Interface:
A dynamic Customer Dashboard gives users visibility into orders, service requests, payments, and communications all in one place.
Real-Time Order Management:
Stay ahead with Orders & Service requests, order status & complete visibility, including shipments, invoices, and payments.
Smart Pricing & Payments:
Manage flexible Pricelists, apply Advanced Pricing rules, and simplify billing with Credit Card Processing.
Flexible & Scalable:
Flexible to accommodate most ordering challenges. Scalable for high volume environments.
Customer Communications:
Send emails with attachments with order acknowledgment, shipment notices, invoices, and payment reminders. Improved productivity is the key.
Inquiries
Every Lead Starts with the Right Question. Questions In, Deals Out.
Easily capture and manage sales inquiries to ensure quick and accurate responses. Centralized inquiry data empowers your sales team to turn leads into valuable opportunities.
Quotation - Accelerate Sales With Instant, Accurate Quotes
Create clean, professional, and accurate quotations instantly. Fast and accurate quotes with dynamic pricing tailored to your customers’ needs. With Synergy, you can respond instantly, reduce errors, and close deals faster—all from one powerful platform.
Static & Dynamic Quotation
Revisions & Version Control
Print to PDF
E-Mail to Customer
Configurator
Approval Workflows
Convert to Sales Order
Orders In Motion, Business In Action!
Track, ship, and deliver without skipping a beat.
Manage customer orders from receipt to delivery with real-time visibility and control. Synergy streamlines order processing, tracking, and fulfillment for a smooth customer experience.
Quick & easy orders and tracking
Place and track customer orders effortlessly with a streamlined, user-friendly interface.
Partial, split, and bulk order handling
Manage complex order scenarios like partial shipments, split orders, and bulk processing with ease.
Stock allocation and backorder management
Automatically allocate inventory and manage backorders to ensure timely fulfillment.
Integration with inventory, shipping, and finance modules
Ensure seamless coordination across departments with real-time module integration.
Integration with Stripe for credit card payment processing
Accept and process credit card payments securely with built-in Stripe integration.
Advanced Pricing & Tax Management
Handle complex pricing structures and tax rules with precision and automation.
Smart Pricing For Every Scenario
Offer flexible and competitive pricing models using Synergy’s advanced pricing engine. Manage tiered, customer-specific, seasonal, or promotional pricing with ease.
Customer Portal - Your Customers’ Happy Place
Empower customers with 24/7 access to their account data, orders, and documents through a self-service portal. Give customers access to what they need—when they need it. Let them log in, look around, and love what they see. Improve engagement, transparency, and satisfaction.
Secure Login
Provide customers with protected, role-based access to their accounts and data.
Open Orders & Real-time Tracking
Enable customers to view and track open orders in real time for complete transparency.
Real-time Order Tracking
Give customers up-to-the-minute status updates on order fulfillment and delivery.
Order History
Let customers review past orders with full detail and easy access.
Invoice History
Display a complete log of all past invoices for quick reference and reconciliation.
Payment History
Offer visibility into all completed transactions and payment confirmations.
Open Invoices with Aging
Show outstanding invoices along with aging details to support timely payments.
Statements
Provide downloadable customer statements for account reconciliation and review
Credit Card Processing
Effortless Credit Card Payments – Secure, Instant, and Auto-Applied to Orders.
With integrated credit card processing, receive instant payments directly against orders – no delays, no manual matching. Synergy ensures every transaction is securely captured and automatically applied to the corresponding invoice. This reduces errors, speeds up collections, and enhances the overall customer experience.
Returns Without The Headache
Make returns easy for everyone – customers included. Handle customer returns seamlessly with complete traceability and control over return approvals, credit notes, and inventory adjustments.
Configurator - Complex Products, Simple Configuration
Turn Complexity into Simplicity with a Smart Product Configurator. Configure complex products with precision and speed with guided selection options, validations, and dynamic pricing. Ideal for customized or made-to-order products. Whether it’s dimensions, materials, or features, users can configure options through a guided, rules-based interface, reducing errors, boosting accuracy, and enhancing the customer experience.
Stock Availability - Know What’s Available Before You Commit
With Synergy, you never overpromise. You have instant access to real-time stock visibility right at the point of order entry. Instantly check available, reserved, and incoming inventory to ensure accurate order fulfillment and better customer satisfaction every time.
Real-Time Inventory Check
Instantly view available stock across all warehouses while placing the order.
Multi-Location Visibility
Access inventory data from multiple sites to fulfill orders from the most optimal location.
Automatic Stock Reservation
Reserve stock as soon as the order is entered to prevent allocation conflicts.
Out-of-Stock Alerts
Receive immediate alerts when items are unavailable, helping manage customer expectations.