Project Management Software - Sales

Generate quotes, convert them to sales orders, and manage forecasts, bookings,
margin analysis, and more with Khameleon's project management software.

Sales quotes turn to deals faster when sales reps have the right tools at hand, and Khameleon's web-based project management software puts those tools in your sales rep's hands. The sales rep workbench delivers key information: customer contacts, items lists, customer price lists, and commission drafts.

Khameleon's customers often shorten the quote process by preloading item masters and creating product kits or packages. Some customers choose to automate job estimate guidelines so conforming quotes bypass time-consuming manual management approval processes, making them available for presentation to customers right away.

Khameleon's project management software allows electronic sales order approvals too, so there's no need to channel them into an office for manual approval. Since approved orders convert to job records, you don't waste time on redundant data entry or cross-checking. When a sales order is confirmed, the system checks inventory and can automatically create purchase orders for any line items not available so the project launches on time.

Khameleon's project management software contains important sales management tools as well. The Sales Manager Workbench and analytics give powerful insights into sales actuals, forecasts, bookings, margin analyses, commissions, and more.

For more information about Khameleon's web-based project management software and how it streamlines sales processes, talk to one of our project experts at 800-655-6598.