Sales tracking, quotes, invoices and bank reconciliation

Sales tracking lives where your training lives. You manage your contacts and companies, follow your opportunities in a pipeline, and turn an accepted quote into an invoice.

Bank reconciliation closes the loop: import your statement, PixelLearn suggests the matching invoice by amount, you confirm, and the invoice is marked as paid.

The full cycle

• Contacts, companies and sales pipeline
• Quotes, conversion into invoices, status tracking
• Custom fields to adapt records to your business
• Matching of payments received with your invoices

Why it matters

Juggling a spreadsheet, invoicing software and the training platform wastes time and creates errors. Bringing everything together gives a single view, from first contact to payment received.