Orders your sales representatives capture appear automatically in the CRM — ready for invoicing, stock and accounting. Here you can read exactly how it works and why that is a competitive advantage.
Not just *that* it works — but *why* it makes a sales representative sell better.
"I take the order, and by the time I'm home everything is already processed. No retyping, no errors, no lost paper slips."
"Orders are immediately visible in the CRM — invoicing, stock and statistics run by themselves."
"I see in real time what is being sold, per sales rep, per customer — including the AI briefing."
The integration is two-way — the app and the CRM work as one system.
| Data | Direction | What happens |
|---|---|---|
| Customers | CRM → App | New customers from the CRM appear on the iPad |
| Products & prices | CRM → App | Prices, discounts and catalogue managed centrally (delta-sync) |
| Categories & photos | CRM → App | Catalogue with product photos, categories and subcategories |
| Orders | App → CRM | Orders arrive immediately via the offline queue |
| Quotes / proformas | App → CRM | Documents are stored in the history |
| Credit notes | App → CRM | Credit notes from the app are synced |
| Leads | ↔ 2-way | Leads from the back office → iPad; sales rep can create leads on the spot |
| Opportunities | ↔ 2-way | Opportunities are synchronized bidirectionally |
| Branding & house style | CRM → App | Logo, colours, document formatting managed centrally and pushed |
| Invoice status | CRM → App | Paid / overdue / outstanding visible on the iPad |
| Sales data | CRM → AI | AI generates daily briefing, deal coaching and lead qualification |
The offline app on its own is strong. With the CRM behind it, it becomes a complete system.
| SalesOnIPad only | SalesOnIPad + CRM | |
|---|---|---|
| Offline orders | ✓ | ✓ |
| WhatsApp / email with PDF | ✓ | ✓ |
| Proforma / quotation / invoice PDF | ✓ | ✓ (+ central management) |
| Credit note PDF | ✓ | ✓ (central) |
| Invoice management with status | ✓ (local) | ✓ (central) |
| Leads & opportunities | ✓ (local) | ✓ (2-way sync) |
| Dropbox cloud backup | ✓ | ✓ (CRM is the backup) |
| PIN protection | ✓ | ✓ |
| Multi-language (NL/FR/EN/ES/DE) | ✓ | ✓ |
| Promotions & deals (5 types) | ✓ | ✓ (central management) |
| Customer prices (rate V/X) | ✓ | ✓ (central) |
| Central customer management | ✗ | ✓ |
| Stock & purchasing management | ✗ | ✓ |
| Accounting (general ledger, VAT) | ✗ | ✓ |
| E-invoice (UBL/Peppol) | ✓ (UBL generation) | ✓ (UBL download; sending via Access Point follows) |
| AI assistant | ✗ | ✓ |
| Multi-user | Per iPad | Team overview |
The standalone SalesOnIPad app can already do a lot without a CRM: credit notes, leads and opportunities, invoice management, Dropbox backup, PIN protection and five languages. The CRM integration adds central management, stock, accounting and AI — without the sales rep having to do anything differently.
Request a demo and see how your orders land in the CRM automatically.