Module

Sales management & CRM

Reduce sales friction: dead time between quotes, validation and invoicing disappears.

Discover the module

Centralize your customers and sales for seamless management.

Request a demo

From quote to payment, the cycle stays smooth: a validated quote triggers a reservation to secure stock, then the invoice is issued without re-entry. In-store, till management handles discounts, returns and closings in real time, feeds stock and accounting, and keeps every document linked to the file.

The same journey covers B2B sales (terms, workflows) and B2C sales (counter speed). The customer catalog and its enriched contacts centralize history, documents and segments, for contextualized follow-ups and a consistent message at every interaction.

Optimize your sales with a dynamic catalog including product variants and options. Create combined packages (goods and services) in a few clicks and secure your quote margins with smart pricing grids and framework contracts.

The documented path avoids information loss: an accepted quote becomes a reservation, then an invoice, with attached documents and unified tracking in the customer file.

Credit notes are handled without friction, including multi-invoice credit notes: the same credit can be applied across several open invoices on the account, with traceability that keeps the margin clear.

Payment schedules make the steps explicit, subscriptions automate recurring billing, and online payment shortens collection time while improving the experience.

Multi-currency follows the flow from quote to payment; eco-taxes apply according to your rules. The e-commerce connection syncs products, prices, availability and orders with the fulfillment and invoicing chain.

Data import/export makes historical migration and interoperability easier. Collections prioritize and track follow-ups, with escalation when needed to protect your DSO.

Multi-invoice credit note allocation screen

Request a demo

The benefits of So’bloo

No more dead time between quotes and invoices

Continuous process, faster validation, accelerated collection via online payment.

A local solution, deployable anywhere

Multi-currency, eco-taxes, pricing categories and contracts reflect your practices and markets.

History, traceability and visibility

Logs & history to know who did what, when and why, and keep a clean customer file.

Contact

Ready for a free demo?

What for?

So’Bloo brings a clear framework to everyday sales operations: the same data for everyone, continuous processes, faster collection.

Who for?

Ideal for small and medium businesses in wholesale, retail and services who want to unify quotes, collection and customer tracking, manage subscriptions, payment schedules, or international multi-currency sales with eco-taxes. Also relevant for organizations looking to shorten the order-to-invoice cycle and strengthen collections.

Use case

A B2B distributor prepares a quote including a product + service package. On validation, So’bloo creates the reservation, aligns the pricing category, generates the invoice and sends the online payment link. In the event of a partial return, a multi-invoice credit note is issued and applied across several open invoices on the account, with no manual calculation.