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Sales

Perhaps the most crucial part of a fee earning agency is their ability to push forward the sales transaction for all parties involved. Jupix provides tools and features to ensure that matters are progressed logically and in a timely manner. Unique tracking facilities and key milestone dates coupled with intuitive chain management features help to maintain momentum – ensuring that nothing gets overlooked and negotiators stay informed, reacting to queries with ease.

Sale Categories

Sales are automatically grouped by status, making it easy to spot those that need the most attention or are the most urgent. Individual offices can be set to task on current sales or administration can be centralised to a head office for specialist sale progression activities.

Powerful Filters

Reviewing all current sales, fallen through sales (and why they fell through) or recent exchanged sales is easy using the powerful filter controls, which are found within the Sales module of the Jupix software. Users can filter by sales belonging to them or their team/office, whilst business owners can see all live sales across the organisation.

List Controls

Navigating through all current sales is a breeze, with the intuitive list control found at the top of each sale record. By finding a group of sales using the powerful filter (see above) a work flow can be achieved by progressing logically and methodically through each sale item. This makes regular client contact a simple routine rather than a chaotic one, and puts you firmly back in control of your pipeline business.

Information at your fingertips

Jupix displays all of the relevant sale information on one screen and in one place. It’s not found on desks or in drawers or on shelves, nor will you be searching around the office for the file. Everyone has access to the data, in real time, and as long as your team are working efficiently, it’s always up to date.

Detailed Chain Information

Our competitors insist on over complicating the sales progression and chain management parts of their software! Our layout is different; it’s driven by simple two colour system – green is done, red is outstanding. Each milestone has a completed date and associated notes. All links in the chain are displayed as individual rows, making new sales easy to build and existing sales easy to manage.

All your sales documentation, in one place

Every letter, note, email, text message and telephone call is logged in a single place on the Sale record. It stays with the sale forever – even when it’s completed and archived, every last bit of historical information can be retrieved as quickly as it can be added. No longer are documents locked away on office servers or random file directories – your staff have a single place to go for all the associated sales materials.


	Sale Categories Sales are automatically grouped by status, making it easy to spot those that need the most attention or are the most urgent. Individual offices can be set to task on current sales or administration can be centralised to a head office for specialist sale progression activities.

	Powerful Filters Reviewing all current sales, fallen through sales (and why they fell through) or recent exchanged sales is easy using the powerful filter controls, which are found within the Sales module of the Jupix software. Users can filter by sales belonging to them or their team/office, whilst business owners can see all live sales across the organisation.

	List Controls Navigating through all current sales is a breeze, with the intuitive list control found at the top of each sale record. By finding a group of sales using the powerful filter (see above) a work flow can be achieved by progressing logically and methodically through each sale item. This makes regular client contact a simple routine rather than a chaotic one, and puts you firmly back in control of your pipeline business.

	Information at your fingertips Jupix displays all of the relevant sale information on one screen and in one place. It’s not found on desks or in drawers or on shelves, nor will you be searching around the office for the file. Everyone has access to the data, in real time, and as long as your team are working efficiently, it’s always up to date.

	Detailed Chain Information Our competitors insist on over complicating the sales progression and chain management parts of their software! Our layout is different; it’s driven by simple two colour system – green is done, red is outstanding. Each milestone has a completed date and associated notes. All links in the chain are displayed as individual rows, making new sales easy to build and existing sales easy to manage.

	All your sales documentation, in one place Every letter, note, email, text message and telephone call is logged in a single place on the Sale record. It stays with the sale forever – even when it’s completed and archived, every last bit of historical information can be retrieved as quickly as it can be added. No longer are documents locked away on office servers or random file directories – your staff have a single place to go for all the associated sales materials.