Features
Everything you need to sell, in one app
Customers, sales, quotes, stock, service, marketing, reports and AI – connected, so every number adds up. In Sipet for Mac and Sipet for Windows.
Customers
Every customer, completely
Companies and the people you deal with, in one place – with everything that happened and what comes next.
- Accounts and contacts with their roles: decision maker, influencer, user…
- A relationship map of who is who at each customer
- Installed equipment per customer – the basis for upgrade and service ideas
- A health score, notes, files and a complete timeline of e-mails, calls and meetings
- Customer groups, static or rule-based, for newsletters and campaigns
- Import from CSV or Excel, find and merge duplicates, custom fields and tags
Sipet
Sales
A pipeline you can see and steer
From the first enquiry to the signed deal – with the numbers always adding up.
- Leads with an automatic score, converted into customer, contact and deal in one click
- A drag-and-drop pipeline board with totals and weighted values per stage
- Deals with products, discounts and a value that always equals their product lines
- Stale-deal alerts and deals past their expected close date, clearly listed
- A quarterly forecast – won, commit, best case, pipeline – with quota attainment
- Several currencies, each deal converted into your company currency for every total
Sipet
Quotes & products
Quotes your customers say yes to
Turn a deal into a professional quote in a minute and keep an eye on your margin.
- Quotes created from the deal's products, with line and overall discounts and tax
- Discount versus list price and gross margin shown on every quote
- Print or save as PDF, or send it by e-mail – with Apple Mail or Outlook the PDF is attached for you
- When the customer accepts, the deal is marked as won with exactly the quoted products
- A product catalogue with categories, specifications, pictures, prices and costs
Sipet
Stock
Stock that follows your sales
Winning a deal delivers the products from stock – and what is missing is ordered for you.
- Stock per warehouse with reorder levels
- Automatic delivery from stock when a deal is won, and returns when it is reopened
- Shortages become draft purchase orders, linked to the customer's deal
- Receiving a purchase order delivers the waiting backorders
Sipet
Service
Service that keeps customers
Support requests with clear response times, and answers you only write once.
- Cases with priority, status and response-time targets – breaches are flagged
- Comments and a full history per case
- A knowledge base of answers to reuse
- AI summaries and draft replies for each case
Sipet
Marketing
Newsletters and campaigns that pay off
Reach the right customers and see what each campaign really brought.
- A visual newsletter designer with ready-made blocks – or let the AI design it for you
- Sent to your customer groups through your own e-mail account, only to contacts with marketing consent
- Campaigns with budget, expected revenue and expected leads
- A campaign timeline with forecast versus obtained and an optional AI review
- E-mail templates with merge fields; incoming replies filed under the right customer
Sipet
Reports
Answers instead of spreadsheets
A dashboard for today and ready-made reports for the questions you ask every month.
- A dashboard with pipeline, revenue won, quota, tasks and hot leads
- Reports for the sales pipeline, win/loss, customers, activity, service and marketing
- Print them, save them as PDF or have them e-mailed on a schedule
- AI reports: describe what you need and get it written for you
Sipet
AI
Your AI sales team
Choose Claude, ChatGPT or Mistral and connect your own API key – Sipet does the rest.
- Ask your sales manager: pipeline coaching with suggested calls you can schedule in one click
- Account review: customers ranked by opportunity, with product ideas for each
- Strategy analysis: five forces, market, competitors, SWOT, growth strategies and a 90-day plan
- Company research, e-mail drafts, lead qualification and service replies
- Import with AI from pasted text, business-card photos, PDFs and spreadsheets
- Cost control: monthly and daily budgets, a cap per request and free reuse of identical answers
Sipet
Mac & Windows
One CRM, two editions
Every feature above is in both editions. Each one works with the programs of its operating system.
| Sipet for Mac | Sipet for Windows | |
|---|---|---|
| Runs on | Macs with Apple Silicon, macOS 11 or later | Windows 10 (1809 or later) and Windows 11, 64-bit |
| Installation | Drag into Applications | Setup wizard, no administrator rights needed |
| E-mails, quotes, reports | Apple Mail (PDF attached) | Classic Microsoft Outlook desktop app (PDF attached) |
| Newsletters | Your own e-mail account (SMTP/IMAP) – Microsoft 365, Gmail, your web host | |
| Calling a customer | FaceTime through your iPhone | Phone Link through your linked phone (or Teams / Skype) |
| Protected API keys and passwords | Key in the macOS Keychain | Key protected by Windows for your account |
| Your data | One folder on your Mac · Show in Finder | One folder on your PC · Show in File Explorer |
| Search | ⌘K | Ctrl K |
| Safety copies | One zip file, without keys or passwords – restores in either edition | |
| Light and dark mode, demo data, AI | In both editions | |