Sales

Sales

Quotations and contracts that close deals.

Build quotations with sections, options and margins, send them for approval when a discount needs it, share a link the customer can accept, and turn the win into a contract with renewals and reminders.

Comes with CRM and Products, which it needs. Added for you at sign-up.

What's inside

Everything Sales does

Quotation builder

Sections, line and section discounts, lump sums and tax, with cost, gross profit and margin per line, section and quote.

Approvals that hold

Your discount and margin rules send a quotation for approval before it can go to the customer.

Options and revisions

A main quote plus options compared side by side, and revisions that keep the full status history.

Customer link

Send a quotation, see when it is opened, and let the customer accept or decline it online.

Terms and conditions

Versioned clause sets; tick clauses on or off for each quotation and save your own sets.

Quote bundles

Fill a quotation from a package of items at package prices; going below the package asks for approval.

Contracts

Service agreements with a lifecycle, approval, renewals, expiry reminders and planned maintenance visits.

Commission

Won value, win rate, target attainment and commission per rep, from flat or tiered rates you set.

How it works

One app, one menu

Open Sales from your app launcher and its menu is all you see, in the same three sections every EmCore app uses: the daily work, the figures, and the settings that make it yours.

Works with

Better together, fine on its own

Apps share customers, products, people and files. Turn another one on and the links between them light up.

Built for your industry

Ready-made setups that include Sales

Pick an industry template at sign-up and your pipelines, stages, fields and approvals arrive ready to use. Everything stays editable.

EV charger installer

Residential, project and service pipelines, site surveys, charger fields and authority approvals.

Start with this template →

MEP contractor

Tender pipeline, BOQ estimation, site projects with milestones, material requests, procurement.

Start with this template →

Trading company

Enquiry-to-delivery order pipeline, price lists, multi-warehouse stock, procurement.

Start with this template →

Generic services

A simple sales pipeline, projects, support tickets and HR. A good start for any service business.

Start with this template →
FAQ

Good to know

Can I buy Sales on its own?

Yes. Sales needs CRM and Products, which are added for you; nothing else is required. Add more apps whenever you like.

Is my data kept separate and secure?

Every company gets its own workspace on its own subdomain, and every record is tied to it: no other company can read it. Permissions decide what each person sees (their own records, their team's, or all), secrets are encrypted at rest and every change is in the audit log.

What can AI see in Sales?

Only what the person asking may see. AI features run inside your workspace with that person's own access, so records outside their scope and fields hidden from them never reach the model. You can switch each AI feature on or off in Settings.

Try Sales free for 14 days

Your own workspace in about 30 seconds. No credit card, and your data is yours.