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PALBON-SuitesComplete ERP Solution

Business process

From first contact to money in the bank, without retyping

A lead in PALBONGrowth becomes a quotation, an order, an invoice and a payment in PALBONSphere on one document trail. Every payment collected can be traced back to the deal and the campaign that won it.

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Today

The challenge

Sales works in one tool, finance in another. Won deals are retyped into orders, invoices go out late, and nobody can say which campaign actually brought in revenue.

With PALBON Suites

One connected flow

A lead in PALBONGrowth becomes a quotation, an order, an invoice and a payment in PALBONSphere on one document trail. Every payment collected can be traced back to the deal and the campaign that won it.

Step by step

How the work moves

Each step happens in the product made for it, on the same record as the step before.

  1. 1

    Capture

    Leads arrive from the website, calls and messages, and are assigned automatically.

    PALBONGrowth
  2. 2

    Win

    Deals move through your pipeline stages with tasks, notes and follow-ups.

    PALBONGrowth
  3. 3

    Quote and order

    A won deal becomes a quotation and a sales order with the agreed prices.

    PALBONSphere
  4. 4

    Invoice

    Deliveries and milestones raise invoices with the right taxes.

    PALBONSphere
  5. 5

    Collect

    Payment links and gateways record payments and reconcile them.

    PALBONPay
  6. 6

    Learn

    Revenue by source, conversion by stage and days to cash on one dashboard.

    PALBONInsights

Capabilities

What it gives you

One customer record

The lead, the deal, the orders and the invoices belong to the same customer.

Pipeline you can steer

Stages, probabilities and forecasts that sales and finance both trust.

Quotations in minutes

Price lists, discounts and terms applied for you, approved where needed.

Invoices that post themselves

Taxes, receivables and revenue land in the books as the invoice is submitted.

Faster collection

Payment links on every invoice, reminders for overdue ones, matched receipts.

Revenue you can explain

From campaign to cash, every figure opens down to its documents.

Products

The products behind it

Complete on their own, connected here.

Customers PALBONGrowth Sales, Growth & Analytics A pipeline your sales team will actually use
  • Leads, deals and a visual pipeline
  • Emails, calls, notes and tasks on one timeline
  • Hand-off from won deal to quotation
Explore PALBONGrowth Core operations PALBONSphere Operations & Supply Chain Run finance, stock and production from one ledger
  • Accounting, buying, selling and stock in one flow
  • Manufacturing with bills of materials and work orders
  • Projects, assets and multi-company books
Explore PALBONSphere Commerce PALBONPay Online Payment Gateways Take online payments through the gateway your customers prefer
  • Eight gateways, set up from the desk
  • Hosted checkout with success, failure and cancel pages
  • Payment on web forms, with the amount taken from a field
Explore PALBONPay Intelligence PALBONInsights Business Intelligence Ask a question of your data and see the answer
  • Visual query builder, with SQL when you need it
  • Charts and shareable dashboards
  • Connects to more than one data source
Explore PALBONInsights

FAQ

Questions about this solution

Do sales and finance need separate logins?

No. One sign-in opens both products, and each person sees what their role allows.

Which payment gateways can collect invoices?

PALBONPay connects the gateways your business uses, and every payment is matched to its invoice in the books.

Can a deal be quoted in another currency?

Yes. Quotations, orders and invoices carry their own currency, and the books keep the exchange difference.

Explore

More solutions

Business process Procure to pay Requests, quotations, orders, receipts, invoices and payments without retyping. Business process Hire to pay Recruitment, onboarding, attendance, leave and payroll posted to the books. Business process Plan to produce Production plans, materials, work orders and costing in one flow. Business process Record to report Transactions, tax, reconciliation and reporting from one ledger. Business process Question to resolution Tickets, calls, WhatsApp, knowledge and service levels on one trail. Industry Manufacturing Bills of materials, work orders, stock and costing in step with the books. Industry Distribution Orders, warehouses, carriers and payments on one trail.

See Lead to cash on your own data

Tell us how you work today. We will walk you through this solution with examples from your own processes.

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