Sales & customers
Customer records, quotes, orders, delivery notes, outgoing invoices, reminders and recurring billing.
Sales, accounting, inventory, team and planning come together in the Siedelmann Business Suite. The central calendar is included for every customer; optional appointment booking and dispatch planning can be licensed separately.
From the first quote to accounting and planning: the suite brings key company workflows together. Module availability and setup are clarified for your licensing package.
Customer records, quotes, orders, delivery notes, outgoing invoices, reminders and recurring billing.
Product and service catalog, stock levels, warehouses, reservations, stocktaking and movements.
Supplier workflows, incoming invoice mailbox, contract records and renewal dates.
Bank accounts, payment matching, cash book and payment workflows.
Accounting, financial and tax reports, asset accounting and DATEV exports.
Employee portal, leave planning, working hours and team workflows.
Online appointment booking, availability, appointment management and group polls.
Plan field assignments, build routes, track progress, share booking links and create service reports.
Reusable templates, email campaigns, postal letters and PDF tools.
Customer and supplier records connect to offers, orders, invoices and payments. Products connect to stock. Projects connect to working time. Your team works with the areas relevant to its role.
Discuss your workflows →Dashboard figures and workflow status bring pending work into view.
Move from customer, product or project records to the next task.
Tenant roles and employee areas support role-based access.
Discuss which features fit your business and how they should be configured.
Tell us what your team wants to organize. We will discuss a suitable module mix, licensing options and your requirements.
No pricing is listed here because licensing depends on the agreed scope.