01
Capture enquiry
Record customer needs, products and the lead source.
EngageNet workflow
A clear path from enquiry to collection.
Keep ownership and next steps visible as each opportunity moves forward.
Request a Demo02
Follow up
Assign an owner and record conversations and next steps.
03
Quote and order
Prepare a quotation and convert confirmed business into an order.
04
Invoice and collect
Create the invoice, record payments and review outstanding balances.
Trading & distribution
Connect customer sales with vendor purchasing, invoices and collections. Keep records available to the people responsible for the work.
Calling & field sales
Record each conversation, keep a next follow-up and review progress with the team. Managers are optional; company admins retain company-wide visibility.
See how EngageNet fits your business.
Walk through your sales process with our team, from the first enquiry to the next collection.