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A system for automating offers, orders and invoices

FIRMAO logo – Zydor IT partner, CRM and ERP system for companies

We implement solutions from the Polish leader in CRM and ERP systems, providing comprehensive business management tools.

How does it work?

Step 1

Creating and sending offers

The system enables quick creation of professional offers for customers – with your own template, logo and terms of trade. Offers can be automatically sent by email, their status can be tracked (e.g. open, accepted, rejected) and converted into an order or invoice with one click.

Step 2

Order management

Orders from customers and suppliers go into one, organized system. You can track their execution, assign them to projects, warehouses or specific sales representatives. Automatic notifications make it easier to control deadlines and completeness of execution.

Step 3

Automation and integration with other modules

Offers and orders are integrated with the warehouse, sales and billing systems. Thanks to this, all documents are created faster, are consistent and do not require manual data rewriting. You save time, eliminate errors and speed up the entire customer service process.

Quick quotes and full control over orders

Create, send and transform offers in seconds. The offer and order system allows you to automate sales and simplify customer service from inquiry to fulfillment.

Create personalized offers from templates

Track the status of sent offers and orders

Convert a quote into an order or invoice

Manage customer and supplier orders

Link offers to projects or warehouse

Integrate with inventory and billing

Well thought out solutions,
real effects.

Ready for the next step?

Have any questions? Contact us

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