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Featuring six powerful modules to help you gain more leads, convert more sales opportunities and retain more customers


Presales Module PRESALES


Nurture sales with our advanced presales module, incorporating lead, contract expiry & task management and advanced features such as appointment delegation, scheduling and more. Our presales module also helps you to monitor the number of expiries in your system and the number and quality of opportunities created.


Task & appointment management SALES


Let your sales team flourish by gathering critical data from the field, creating live quotes, receiving electronic signatures and having the ability to manage opportunities and pipelines with a few clicks. Making life easier results in an accurate view of performance, including regional or company wide sales performance.


Beat sales targets Quote builder & e-sign MARKETING


Use your data from other modules to create highly targeted marketing campaigns. Tight integration means you'll be able to contact your customers and leads and get the best results. Our marketing function enables you to monitor the success of your marketing efforts and invest funds in those campaigns that work and avoid those that don’t.


Intelligently target data SERVICE


Thriving at winning new business is great as long as you retain your existing base. Our service module makes it easy to look after your customers. Featuring a customisable case management system, workflow, widgets, product management and more, your customers will never feel forgotten and service issues can be quickly identified.


Case & SLA management ORDERING


Our order processing module provides a real-time view of order status. This helps the order processing team to manage order approvals, credit checks, ports and stock dispatch, ensuring sales are processed efficiently. The business has full visibility of how many orders are connected and ensure that customers receive goods in a


Monitor order status Maintain compliance FINANCE & REPORTING


Having a high performing lead generation team, top performing sales team and fantastic customer & admin support is key, however, ensuring that you are being paid correctly from your suppliers and managing your outlays is vital. Our finance module lets you monitor commissions &invoices due from customers & suppliers.


Cashback & hardware fund liability Commission reconciliation Track payments from suppliers Manage stock & shipping View real-time order statistics Renewals Customer portal Knowledgebase Customer satisfaction Integrated email campaign management ROI reports Follow-up calls Live sales performance Opportunity management Exchange® integration Real-time performance


Nurture sales with our advanced presales module, incorporating lead, contract expiry & task management and advanced features such as appointment delegation, scheduling and more. Our presales module also helps you to monitor the number of expiries in your system and the number, and quality, of opportunities created.


Expiry capture


Watch our module videos at thelayer.com


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