Manage your sales
"You don't have to be great to start, but you have to start to be great" - Zig Ziglar
The MyCustomers app is used to create quotes on the go and then easily send a copy to the customer. Your finance team back at the office is able to import directly into Pastel Partner, Pastel Xpress or SAGE 50 Cloud.
The MyBI MyCustomers app creates Sales Orders and Invoices and even does Inter-store transfers directly within MyCustomers.
Access to a Pastel accounting product isn't required.
In today’s high paced life you need to empower your sales team by providing them with the ability to turn the time spent into sales.
Main Benefits
- Capture Quotations / Sales Order / Invoices and even Inter-store Transfer, remotely.
- Do bulk and template-based quotations in a flash.
- Empower your marketing and sales teams with a powerful quotation tool that integrates with SAGE Paste accounting systems.
- Be on top of and easily manage your quotations.
- Turn time spent into sales.
- SAGE Pastel user access not required.
Video Introduction
MyCustomers App
Quotations
Sales orders
Invoices
The MyCustomers App allows you to generate Quotations / Sales-Orders / Invoices
Quick & easy data capturing
Generate Quotations / Sales-Orders / Invoices at the click of a button
Integrates with Sage Pastel
MS Excel
Work in MS Excel
Sage Pastel
Integrates with Sage Pastel Partner & Sage Pastel Xpress
Click to add
Add customers, projects or items with an icon click
Templates
Add sales templates with single click to quote
Sales
Empower your sales team to to quick and easy generate quotations from anywhere.
Customers
Add new Customers or click on existing customers
Projects
Assign project per sales item
Improve Customer Service
Identify the top customers. View open orders and quotes.
Process to PDF
Generate PDF quotation with company logo
Single licence fee • Unlimited users
The information you need but can't get from your accounting software
Made for Sage Pastel Partner & Sage Pastel Xpress
Fresh data delivered daily
Open MyBI in the morning and start your day with the latest up to date data about all the transactions in your business.
Access anywhere
Delivered in a cloud environment.
Save time creating reports
Access information quickly and use this up to date data to get a clearer picture of what's going on and make informed decisions.
Take the first step to getting more from your data.
012 991 2850
072 997 9553
Phone: 08:00 - 17:00
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MyBI App
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MyBI (Pty) Ltd integrates with Sage Pastel Partner & Pastel Xpress
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Thank you for your interest in the
MyBI App
We will email you a download link
MyBI (Pty) Ltd integrates with Sage Pastel Partner & Pastel Xpress
