VynSales

VynSales is the all-in-one sales app for small businesses and field teams. Run your
whole quote-to-cash flow from your phone: capture leads, send quotations, convert them to
orders and invoices, record payments, and log customer visits on the go.

Whether you're at your desk or out in the field, VynSales keeps your customers, deals,
and documents in one place — so nothing slips through the cracks.

WHAT YOU CAN DO

• Dashboard at a glance — see outstanding invoices, overdue amounts, open quotes and
orders, pending activities and active leads the moment you sign in.

• Customers — keep every customer's contact details, history, and documents together.
Search instantly and pull up what you need in seconds.

• Leads & pipeline — track prospects from lead to won. Move deals through your pipeline
and focus your team on the opportunities that matter.

• Quotations — build professional quotes from your price book in minutes and send them
to customers without rebuilding documents.

• Sales orders & invoices — convert approved quotes into orders and invoices in a tap.
Line items, totals and statuses carry over automatically.

• Payments — record bank transfers, cash, cheque and more. Allocate payments to invoices
and always know what's outstanding.

• Field visits & activities — plan and log customer visits, follow-ups and deliveries.
Check in and out with GPS so you have a record of where work happened. Attach photos
to capture what you saw on site.

• Products & price books — manage your catalogue, item groups and pricing, with photos.

• Multi-company — switch between the organisations you belong to without signing out.

• Roles & permissions — give your sales and finance teams exactly the access they need.

BUILT FOR FIELD SALES
VynSales is designed for reps who work on the move. A fast, mobile-first interface,
GPS-stamped visit check-ins, and on-site photo capture mean your team can update deals
the moment they happen — not hours later back at the office.

WHO IT'S FOR
Small business owners, sales teams, and operations staff who want one simple system for
quotes, orders, invoices, payments and customer management — without the complexity of a
heavyweight CRM.

SECURITY & PRIVACY
Your data is tenant-isolated and access is controlled per user. Location is used only when
you check in or out of a visit — never in the background. See our privacy policy at
https://vynsales.com/privacy

A VynSales account is required to use the app.

Questions? Email success@agilectechnology.com