Tekchase SalesHub Web Order is a modern, mobile-friendly sales management platform designed to streamline every step of your sales process β from capturing leads to sending final quotes and orders. Whether you use Microsoft Dynamics GP, Dynamics 365 Business Central, or operate independently, Tekchase SalesHub adapts to your business needs.
π Key Capabilities
- β Record Visits and Manage Leads
- β Create, Copy, or Convert Quotes and Orders
- β Upload Products via Excel Spreadsheet
- β Add and Manage Multiple Customer Contacts
- β Send or Export Quotes as PDF Documents
- β Filter Data by Salesperson for Performance Insights
- β Enable or Disable Features as Needed (modular design)
- β Discount, Tax, Freight, and Credit Handling
- β Generate Reports including Lists and Aging Summaries
- β Standalone Mode: Fully Manage Customers & Products Internally
π€ AI-Powered Query Agent
Tekchase SalesHub includes an integrated AI Agent powered by ChatGPT. It allows users to query the database using everyday language, with no technical skills required.
Ask questions like:
- π£ βWhat are my top 5 customers by order total this quarter?β
- π£ βShow me products low in stock.β
- π£ βHow many quotes are pending approval?β
π System Integration
- π Integrates with Microsoft Dynamics GP
- π Integrates with Microsoft Dynamics 365 Business Central
- π Can run as a fully standalone solution (no ERP required)
π± Mobile-First Design
Tekchase SalesHub is built with responsive design in mind β no app install required. Your sales reps can work from tablets, smartphones, or desktops with a seamless experience across all devices.
π Fast to Deploy, Easy to Use
Features are modular β activate only what your business needs. This flexibility makes Tekchase SalesHub an excellent choice for growing teams or organizations with evolving requirements.