Full control over customer data for more effective sales management.
With the release of Order Sender 8, we have introduced a key feature for companies and sales networks: the Administrative Status Module.
This tool is designed to provide a comprehensive, up-to-date, and centralized view of customers’ accounting status,transforming administrative data into operational levers for the business.
The result? Greater control, fewer risks, and more informed business decisions.
The new module allows you to keep all administrative aspects under control in real time, enabling agents and companies to:
• Check the accounting status of customers immediately
• View invoices, payments, and outstanding balances
• Access data that is always up to date during sales activities
This means being prepared for every interaction: from the customer visit to the closing of a deal.
One of the module’s core features is comprehensive invoice management, designed to provide a clear and structured overview. An essential tool for quickly assessing the situation before placing an order.
With Order Sender 8, receivables management also becomes simpler and more efficient.
Communications can be automatically sent to the agent, customer, and supplier, including a PDF summary ready for sharing.
In just a few steps, you can generate and send up-to-date reports on the administrative status.
An ideal solution for payment reminders, updates, and quick alignments.
The module integrates advanced monitoring systems that support the sales team during daily activities. This approach helps reduce risks and improve the quality of business decisions.
A dedicated dashboard allows you to quickly analyze the administrative status without having to access individual customer profiles. Everything on a single screen, simple and intuitive.
The module also introduces an advanced section dedicated to revenue analysis. A strategic tool to guide business decisions with concrete data.
The Administrative Status Module is not just a control tool, but a true operational support for those working in the field.
It allows you to:
• Manage complex situations with greater clarity
• Monitor collections and invoices in real time
• Reduce risks during order collection
• Plan targeted actions for customers
• Approach every negotiation with up-to-date data
The new Administrative Status Module in Order Sender 8 represents a concrete step forward in customer relationship management.
It is not just an administrative function, but a true ally for the sales team: more control, greater speed, and a comprehensive overview to help you work better every day.
