Operations management
The work after the sale, with the same customer
Organize services, campaigns, cases and tasks after the close, without opening another tool or another customer file.
In many companies, once the sale is made, operations starts from scratch: another file, another Excel, another chat. BixSales keeps post-sale work attached to the customer you already know.
Deliver what was sold
Operations is the “doing”: providing the service, delivering, installing, training or whatever your business executes after the sale. That work stays tied to the customer, not a parallel file.
Campaigns, cases and tasks
You can group customers for a specific operation, follow cases and assign tasks. Each team sees the commercial context, not just a to-do list.
A thread toward collection
What was delivered helps explain what can be billed or collected. Operations and collections stop arguing over different versions of the same customer.
Capturing and selling only make sense when the service is fulfilled and payment arrives. That is why operations lives on the same platform.