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See sales and CRM in action.
From the first lead on the map through to revenue by rep — how Latner keeps a sales team moving.
Sales Mapping
The CRM map plots customers, prospects and leads by location, so reps plan a run instead of guessing at one.
- Segment by region, customer type and call frequency
- Territory overlays on an interactive map
- Plan field activity around who is nearby
Projects
A financial view of every project: total value against what has been quoted, invoiced and raised as purchase orders.
- Quoted, invoiced and projected value side by side
- Sub-contractors working the project
- Purchase order commitments in view
Revenue by Sales Rep
Revenue performance broken down by representative over time, with interactive charts for comparing results and tracking trends.
- Compare reps side by side
- Filter by customer, equipment class or industry
- Spot top performers and trends early
Lost Sales
How much potential revenue was lost, and the reasons those quotes didn’t convert — broken down by loss reason and time period.
- Lost value grouped by reason
- Patterns in pricing, availability and timing
- Feeds straight back into quoting strategy
Sales Rep Activities
A complete record of the calls, meetings, notes and follow-ups logged against every account.
- Activity history per account
- Upcoming actions and who owns them
- See how reps are engaging customers
Leads & Prospects
One place to manage potential customers as they move through the pipeline, with leads, prospects and active customers kept distinct.
- Filter by owner or status
- Prioritise the follow-ups that convert
- Keep momentum from lead to customer
More to see.
- RentalFrom the daybook to cycle billing — a walk through how a hire contract moves through Latner, start to finish.Watch it
- AccountingCycle billing, card payments, supplier costs and a real-time sync with Xero and MYOB.Watch it
- MobileDrivers, technicians, operators and reps working from their phones — synced back to the office as it happens.Watch it
- WorkshopService allocation, checklists, parts and timesheets — the whole service department in one view.Watch it
- StockParts and stock movements across every warehouse, live.Watch it
- DashboardsRevenue, forecasting, utilisation and profitability — built in, with no BI tool or analyst required.Watch it
- TransportAllocation, driver runs and outsourced haulage costs, tracked from the contract.Watch it
- Equipment portalSelf-service documentation and QR-coded equipment records for your customers.Watch it
Make software our problem. Not yours.
See Latner running on your workflows. Book a meeting with our team, or jump straight into a trial.