Your team, ready to move.
A focused workspace for field sales and service teams: product knowledge, assigned accounts, quotes and next steps in one place.
- Your catalogue and procedures close at hand
- A view tailored to each employee’s role
- Customers, quotes and follow-ups in one place
Good morning, LĂ©a
Sales workspace
Your day, your tools, your work.
Bring your company knowledge to every employee.
Put the full approved catalogue, technical procedures and AI assistant in the hands of sales and SAV teams—on the shop floor, in the field or at their desk. Every answer stays grounded in the source your company approves.
The portal that moves with your team.
Start a quote or check a customer on desktop, then pick it up on mobile when you are with the client. Everyone works from the same live information, wherever the day takes them.
My orders
Statuses synced with your ERP
My actions
Quote to finish
Q-2048
Give every salesperson one place to manage their customers.
Each salesperson sees their own customers, can create quotes, follow orders and pick up the next action—all from one clear workspace.
My quotes
Project A
Customer A · 4 lines
€2,430
Project B
Customer B · 6 lines
€5,180
Project C
Customer C · 3 lines
€1,290
Give every role exactly the right workspace.
Enterprise-grade roles and rights keep information relevant and secure: a rep sees their accounts, a manager sees their region and SAV teams see the full technical knowledge they need to support customers.
Team permissions
Access follows each person’s role.
Create customer accounts
Add new accounts from the portal.
⌑Sales repsManage assigned contacts
Update contacts for their own customers.
⌑Sales repsCreate and send quotes
Apply each customer’s prices and terms.
⌑Sales repsView technical documentation
Access sources approved by your company.
⌑SAV · PlantFrequently asked questions
We give field teams instant, sourced answers to every technical question. Built for the people working on job sites, in front of customers, without time to wait.