Sales Management

Jim2 provides a comprehensive sales management system that helps you manage your sales pipeline, customer communications, quoting, retail sales, and online sales within one integrated platform. The Customer Relationship Management (CRM) functionality in Jim2 leads to your team being empowered to provide better service to your customers.  

Yes. Jim2 includes full lead management functionality, showing progress, correspondence, and activity history for each lead. You can also add tasks against the lead for future activity that will be added to your Jim2 Schedule to follow up on.

Jim2 has a fully integrated CRM that displays sales history, opportunities, communication, and any sales activity linked to a customer record. Customer account information can also be accessed securely and can help provide information to the customer such as credit terms, credit limit, outstanding balances and days outstanding and account statements. 

Yes. Using Jim2Commerce Portal, you can run multiple online stores with real-time integration to your Jim2 database. This turns your retail store into a 24/7 operation. Customers can look up their history, previous purchases and make secure payments online.  

Jim2 Mobile gives your team instant access to quotes, stock availability, customer details, sales history, documents, and emails. 

Yes, Jim2 includes a complete POS system to make in-store sales transactions seamless. Making payments for your customers has become even more seamless with HappenPay by Vostro which embeds a secure link in invoices for payment to be made more quickly. POS devices can also be configured and provided to your business. 

Absolutely, quotes can take seconds to generate, quotes can include kits. Jim2 simplifies quoting and allows you to convert quotes into sales orders/jobs without retyping details. This is a game changer when it comes to accuracy and efficiency with fewer keying mistakes and saving time. for simpler, accurate reconciliation.

Yes. Seasonal promotions can easily be setup by selecting customers, time periods, stock items, and discount amounts. All kinds of pricing can be set up such as economical price breaks, group and member price breaks either in % or $ values. 

Jim2 provides document management tools ensuring product fact sheets, brochures, and price lists are distributed consistently. These documents can be emailed directly from Jim2 to the customer, printed or viewed on screen. 

By consolidating CRM, lead management, quoting, POS, and eCommerce tools into one system, Jim2 gives full visibility across the sales pipeline. With lead status allocation, detailed reporting can be provided on the health of your sales pipeline. 

Yes. Centralised data helps your team avoid missed follow-ups and ensures full context for every opportunity. Using task dates ensures that every enquiry is followed up on and actioned. 

Yes. Jim2’s customer record shows past sales details, current quotes, emails, documents, and activity. 

Jim2 connects in-store POS, online store orders, field sales, and internal workflows seamlessly. Our API can be used to access a number of selling platforms such as google merchant. 

All lead progress, updates, and correspondence are visible to all staff, improving team collaboration. 

Quotes convert into sales orders or jobs with ease, keeping processes efficient. 

Yes. Jim2 Mobile provides real-time stock availability. 

Yes. All brochures, forms, and price lists can be stored centrally and linked to customer and sales records. 

Jim2 is used across wholesale distribution,  manufacturing, engineering, Managed Print Services, irrigation, workwear, and many more industries. 

Yes. Jim2 supports Point of sale (POS), Customer Relationship Management (CRM), quoting, and eCommerce in one integrated system. Using the same backend means seamless transacting.

Yes. Jim2 centralises systems and automates operational processes, reducing time-consuming and error–prone activities, automating workflows to improve efficiency and boost productivity. 

Jim2 offers visibility into customer activity, sales volumes, margins, and stock performance. Jim2 offers analysis and visually compelling dashboards for sales monitoring and reporting. All reports are in summary or detail and can be exported to Excel. 

Yes. Emails and documents can be linked to quotes, jobs, and customer records. 

Yes. Managers can track pipeline progress and see team activity in real time. Dashboards can be easily setup to reflect in real-time all sales activities. 

Live access to stock, pricing, and customer information ensures fast response without delays. Using the Scheduling tool in Jim2 maintenance tasks such as holidays and staff annual leave can be factored in to make data based decisions on staffing levels and on-going service requirements. 

Simply use the contact form on the Sales Management page to learn more and get personalised support.