All the tools to grow your gardening business
CrikSales helps garden suppliers, nurseries and garden-design companies capture leads, send quotes customers accept online, take orders for plants and materials, and invoice, all on one platform that syncs with QuickBooks.
CrikSales for garden suppliers, nurseries and garden-design companies
CrikSales is a sales platform for garden suppliers, nurseries and garden-design companies. It captures leads, sends quotes that customers accept online, takes orders for plants and materials against live stock, and invoices with ACH and card payments, all synced with QuickBooks.
Cultivate new opportunities
Capture every lead and nurture it to the first order
Keep track of potential clients in one place. Log notes, follow opportunities and turn prospects into customers with a straightforward CRM built for sales teams.
- Simple lead management that follows each prospect to the first order
- Contact notes logged against every account
- A weekly Action Board of notes, opportunities, orders and quotes
- Reps see only the accounts and leads assigned to them
Show me the money!
Quote your projects like a pro
Build a quote from live pricing and inventory, send it as a link, and your customer reviews and accepts it online, with no account and no login.
- Branded quote page with line items and an expiry date
- Customers accept online with their name and email
- See when a quote was sent, viewed and approved
- Automatic reminders, and accepted quotes flow straight into an order
Materials and plants
Order what the job needs, fast
Whether your team orders on a customer's behalf or your trade customers order for themselves, the same catalog, pricing and stock levels are in front of everyone.
- Customer-specific pricing and tiered price lists, applied automatically
- Kits and bundles for planting packages and project materials
- PO numbers attached to every order
- Order from the office, the nursery or the truck on any device
Keep your inventory blooming
Know what is in stock before you promise it
Check availability before you commit to a delivery date, and keep customers informed when seasonal stock runs short.
- Live inventory and availability while an order is built
- Back-orders visible to customers and your team
- Allocated inventory so limited stock is not promised twice
- Order confirmations that flag issues early
Invoicing
Invoice, and get paid, without the chasing
Customers see their open invoices and balances online, and can pay by ACH or credit card, so fewer days are spent on collections.
- Customers view and reprint their own invoices
- Open invoices and current balance on every account
- ACH and credit card payments on large invoices
- Orders, customers and invoices sync with QuickBooks
But wait! There's more
All the features done right.
Leads management
Easily manage leads and client relationships.
Quote builder
Generate professional quotes your customers can accept online.
Customer pricing
Show each customer their own price list automatically.
Inventory & back-orders
Track stock levels and keep back-orders and allocations under control.
Invoicing & payments
Customers see invoices and pay by ACH or credit card online.
Sales reports
See which products, customers and territories drive revenue.
One need, one app
Start with the portal and expand as you grow.
Frequently asked questions
What CrikSales customers say
With Crik-IT our reps are able to see everything they need about a dealer with a few simple clicks, and sometimes no clicks with the use of the dashboard!
On the Backoffice end it has been wonderful that we can pick what information they can see without having to give our sales reps access to our accounting software.
From the first day I could see that this add-on would not only address the issues I had, but also make us a better, more customer focused, company.
Unleash your growth potential
Start free trial Schedule a demoAlso see: Construction Architecture Firm Handyman All industries