OpenPSA Sales can be used for tracking and coordinating sales projects. It functions as a connecting point between pre-sales, project management and invoicing activities. Sales projects can contain any number of deliverables which are based on user-defined products. Once the deliverables are marked as ordered, entries in the project management get created as appropriate. As the project completes, invoices can be automatically created based on the agreement's specific conditions.
- Automatic invoice creation for subscriptions (monthly, quarterly or yearly)
- Calculation of costs/profitability for salesprojects / deliverables
- Integration with scheduling and notifications