cifraHQ Sales

CifraHQ Sales is the mobile app for the CifraHQ cloud accounting and ERP platform — built for sales teams, field reps, and business owners across the Americas who need to close deals, issue invoices, and manage customers from anywhere.

Whether you're walking a warehouse in Panama City, visiting clients in Bogotá, working a route in Mexico, or running a distribution business out of Miami, CifraHQ Sales puts your entire commercial operation in your pocket. Real-time sync means every invoice, quote, payment, and interaction is instantly reflected across your organization.

KEY FEATURES

• Quotes & Invoices — Create, edit, and send professional quotes and invoices on the spot. Convert with a single tap.

• Customer Management — Full CRM. History, balances, credit limits, and contact details for every customer.

• Product Catalog — Inventory with real-time stock, pricing tiers, and images. Search by name, SKU, or barcode.

• Multi-Currency — Operate in USD, PAB, MXN, COP, CRC, and dozens of other currencies, with automatic exchange rates.

• Multi-Country Tax Engine — ITBMS (Panama), IVA (Mexico, Colombia, Costa Rica), Sales Tax (US), GST (Canada), and other regional frameworks.

• Payment Capture — Cash, card, transfer, and check in the field. Apply to invoices or as customer credit.

• Offline Mode — Keep working without signal. Syncs automatically when connection is restored.

• Bilingual Interface — Switch between Spanish and English instantly.

• Digital Signatures — Capture signatures for deliveries, quote approvals, and order acceptance.

• PDF Generation — Send branded invoices, quotes, and receipts straight from the app.

• Sales Dashboard — Daily, weekly, and monthly metrics, top customers, top products, and goal progress.

• Route Planning — Organize visits by location with integrated maps and directions.

• Barcode Scanning — Scan products to add them to invoices instantly.

• Multi-Warehouse — Sell from any warehouse with live stock visibility per location.

• Role-Based Access — Reps see their territory; managers see the full picture.

BUILT FOR THE AMERICAS

CifraHQ was designed from day one for the realities of doing business across Latin America, the United States, Canada, and the Caribbean. Local tax compliance, regional invoicing, multi-currency, and bilingual workflows are core to the product.

ENTERPRISE-GRADE, MOBILE-FIRST

Backed by the same SOC 2-compliant cloud infrastructure that powers CifraHQ. True multi-tenant architecture, encrypted data in transit and at rest, and enterprise-grade reliability — in an interface designed for speed and one-handed use.

WHO IT'S FOR

• Field sales reps closing deals on the road
• Distributors and wholesalers visiting retail customers
• Service businesses billing on completion
• Restaurant and retail owners on the go
• Account managers tracking customer relationships
• CFOs and owners monitoring the pulse of their business

REQUIRES A CIFRAHQ ACCOUNT

CifraHQ Sales is the mobile extension of the CifraHQ platform. An active CifraHQ subscription is required. Visit cifrahq.cloud to start your free trial.

Sell smarter. Sell faster. Sell from anywhere in the Americas.