SALES | GENUS©

The Sales module in GENUS© is an optional module designed to efficiently manage your prospects and quotations. This powerful tool allows for real time quoting,  providing instant quotes (based on industry data) which can be emailed directly to your prospects. This module also allows you to effectively manage your broker relationships, commission structures and invoices, again all manageable via email and PDF functionality.

What's included?

  • Instant quoting (including all elements for gas & electricity power pricing i.e. transportation, asset, readings & commodity charges
  • Dynamic quote flow management
  • Broker commission management
  • Broker commission reconciliation
  • Tender and renewal pricing
  • Bulk import of quote details from any format
  • Optional credit check look up
  • Detailed outlook style diary function
  • Outlook synchronisation to add diary tasks
  • Email functionality to send PDF documents
  • Live contract production
  • Fully automated to trigger industry flows

MODULES

Find out about the other modules within GENUS©