New platform update introduces a set of improvements across sales, invoicing, automation, and logistics, aimed at reducing manual work and improving day-to-day visibility.
The Sales Pipeline now includes Expected Conversion Date and Potential Contract Value, giving teams clearer insight into when deals may close and their potential revenue, with sorting, filtering, and totals available within the dashboard.
Invoicing has been updated with a bulk management dashboard, allowing users to generate and send multiple invoices directly from the Jobs Awaiting Invoice view, while accounting sync runs automatically in the background.
Task Auto Triggers allow workflows to run based on system events, handling task assignments, reporting, and notifications without manual input, helping processes move forward without delays.
The Unreconciled Costs Dashboards provide a central view of outstanding costs, with options to bulk-reconcile or delete entries, making financial management—especially during period-end—more efficient.
Operationally, users can now pre-set port, depot, and airport charges and apply them to jobs instantly, while rate cards can be restricted by job type to reduce irrelevant options and improve accuracy when adding charges.
Support for multiple sea voyage legs enables tracking of each stage of a shipment, including vessel details and transshipment points, offering better visibility across more complex routes.
Overall, the update focuses on making everyday processes quicker to manage while keeping key information easy to access.
Source: REALM REALTIME
