• overview
  • features
  • FAQs

Boost your sales and serve happy customers

Sales Optimization

Easily monitor your sales performance through a user-friendly dashboard and reports to improve your products and sales team.

Increase your Revenue

Send online invoices to clients and get paid online and quickly. Manage recurring billings and automated follow-ups.

Discover more about estimates

More Options, More Buyers

Offer multiple online payment solutions, e.g. PayPal, eWay, Paymate, Authorize.net, Stripe, and offline options such as Cash, Cheque, or bank deposit.

Focus on your Sales

Send, track, and follow up on your estimates, convert them into invoices, and email them to your customers to get paid quickly.

Explore all payment methods

Custom and Automated Offers

Easily manage customizable offers and automatically apply them to products based on amounts or percentages. Tailor your offers to meet specific market demands and sales objectives.

Cloud POS System

Effortlessly scale your cloud-based business across multiple stores. Access all necessary stored data and reports in one place. Sell products from any outlet using any device, managing sales and inventory seamlessly.

Find out more about online payment

Simplified CRM

Manage leads, set follow-up reminders, and organize customers. Track purchases, add, edit, and search customer data easily. Personalize your service and receipts.

Up-to-date Inventory

Manage inventory, products, categories, prices, and real-time store operations. Enerpize sales automatically adjusts inventory levels and notifies you when to reorder, integrated with the Enerpize inventory module.

Learn more about clients timeline

Sales Target and Commission Structure

Set sales targets for products or services with a user-friendly Sales Target and Commission tool. Motivate your sales team by providing commission based on achieving these targets.

Gain Valuable Insights

Effortlessly create precise sales reports that provide vital insights into your sales performance. Identify trends, understand customer behavior, and make informed decisions to drive growth.

Check inventory integrated features
Online Invoicing and Payments
Saved items and products
POS Sales Management
POS Session Control
Payment Handling
Installment Setup
Automated Installment Tracking
Customer Payment Portal
Customizable Commission Rules
Target-based Commission Tracking
Agent and Class Management
Integrated Client Insurance
Dynamic Offer Management
Documents attachment
Efficient Estimate Management
Salespersons tracking
Group prices

Online Invoicing and Payments

Generate and send invoices online directly to clients via email. Accelerate payments through a dedicated client portal and online payment options.

Saved items and products

Add many pre-defined products or services tagged with prices, taxes, and more. Create your invoice with ease and pick from saved items to make the process even faster.

POS Sales Management

Manage POS orders seamlessly, handle multiple transactions simultaneously, and streamline offer settings.

POS Session Control

Conduct multiple POS sessions across devices, validate sessions accurately, and generate detailed sales reports and summaries.

Payment Handling

Enable various payment options, integrate barcode scanning for faster transactions, and manage refunds effortlessly.

Installment Setup

Easily set up installment plans for invoices, specifying amounts, duration, and start dates for each installment.

Automated Installment Tracking

Automatically track installment payments and statuses, manage overdue notifications, and update invoice statuses.

Customer Payment Portal

Provide an online portal for customers to manage installment payments, receive reminders, and track payment histories conveniently.

Customizable Commission Rules

Define flexible commission structures tailored to product types, set targets, and assign them to sales staff.

Target-based Commission Tracking

Monitor sales targets based on quantity or revenue, assign targets to employees, and track performance against set metrics.

Agent and Class Management

Manage insurance agents' database, define contact details, and categorize insurance classes with specified coverage and co-payment terms.

Integrated Client Insurance

Automatically activate insurance on client invoices, manage co-payments, and integrate client profiles with assigned agents and insurance classes.

Dynamic Offer Management

Create customized offers with validation dates, types, and discounts that are automatically applied to selected products in invoices.

Documents attachment

Upload and attach files to estimates or invoices, including custom Terms & Conditions documents for specific clients or transactions.

Efficient Estimate Management

Instantly create and customize estimates with pre-filled templates for various products and services. Easily convert share, and track client interactions.

Salespersons tracking

Keep a record of salespersons’ activities, actions, opportunities, calls, and emails. Sales tracking gives you an idea about your sales team performance per individual.

Group prices

Insert a specific selling or buying price that could be charged or paid to a unique client or vendor who has special price terms with your company.

Can I accept payments online?

Is there a surcharge for other modules?

Can I generate a profit and loss report from enerpize?

Can I import my data to the system?

Can I use different currencies?

Can I track my salespersons activities and sales?

x

Can I accept payments online?

Yes, enerpize offers various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions. Your clients can also be given options to pay offline by cheque or direct bank deposit with an easy process to receive payments, confirm and set any invoice as paid.

x

Is there a surcharge for other modules?

No, all enerpize plans include all modules, namely; accounting, payroll, operations, sales, CRM and inventory. All updates and new modules are free to integrate.

x

Can I generate a profit and loss report from enerpize?

Yes, enerpize keeps an eye on the final outcome with profit and loss reports generated within seconds. Showcase your total revenue, expenses and net income. Choose income from invoices and a date range, and the report calculates your net profit. It tidily displays how much your business has spent versus earned over the selected period of time.

x

Can I import my data to the system?

Yes, you can import data into enerpize from a .csv file. Other data types used for your invoices, quotes, sales orders, suppliers, items, can also be imported and integrated into the system.

x

Can I use different currencies?

Yes, you can use multiple currencies and taxes. Set default currencies for specific clients and invoices. Generate statements and reports related to each currency used.

x

Can I track my salespersons activities and sales?

Yes, enerpize keeps record of salespersons activities, actions, opportunities, calls and emails. This gives you an idea about your sales team performance per individual.

Get organized, save time, grow bigger

The architecture of our custom solution ensures full and real-time visibility into your sales performance by seamlessly integrating with all enerpize modules:

  • Accounting
  • Inventory
  • CRM
  • Operations
  • HR

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Why enerpize is your perfect business solution?

Free and Quick Support

Our customer support team is always ready to answer your questions, help you troubleshoot issues, improve your experience and increase satisfaction with our software.

Supported

Safe and Secure

Hosted on secure servers, using standard 256-bit SSL encryption and multiple security protection levels. With automatic backups your business data will always be safe.

Secure

Save Time and Effort

Enerpize’s responsive design and architecture ensure seamless, comprehensive, and real-time visibility from any device into your business performance.

Accessible

Personalized Experience

Create your own invoice layout from a whole range of templates, upload your logo, select the site colors of your brand, and adjust your personalized settings.

Customizable

Budget-Friendly

Enerpize offers a wide choice of packages to best suit every business from a completely free plan, to low annual subscription fees for heavy use, and no setup fees!

Affordable

Anytime and Anywhere

Enerpize’s system runs 24/7 on our secure servers and enables you and your clients to access your business data from anywhere, anytime and from any device.

Cloud

Free Updates

Enerpize has an ongoing free upgrading plan to add new features to your business management system. Any future update will always be free.

Updated

Simple & Advanced

No need to read manuals. Enerpize’s intuitive, user-friendly interface still operates with an impressive array of advanced tools that you can activate, or deactivate at any time.

Reliable

  • Supported
  • Secure
  • Accessible
  • Customizable
  • Affordable
  • Cloud
  • Updated
  • Reliable

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happy users

Unleash new opportunities by managing your business through enerpize where productivity goes hand in hand with relaxation and necessity meets simplicity.

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