Mobile solutions & portals
Financial management software that moves with your team
Keep your sales team connected and productive with our mobile solutions and portals.
Your sales staff can’t afford to be tied to their desks. Our mobile solutions work wherever your team does.
They give your team instant access to live business data from their tablets or phones. No more calling the office to check stock levels or waiting until they’re back at base to process orders. Built to integrate seamlessly with Pegasus Opera 3, our mobile apps eliminate duplicate data entry while keeping everyone working from the same real-time information. Your sales team can check customer credit, confirm stock availability and place orders directly, all while sitting with the customer.
The result? Faster order processing, improved customer service and sales teams who can focus on selling rather than admin.
Our mobile solutions & portals
CK M1 mobile sales app for Pegasus Opera
Give your sales team the power to work from anywhere with real-time access to customer accounts, stock levels and pricing. Your team can view credit limits, check product availability and process orders directly from their phone or tablet, from wherever they are. Orders flow straight into Opera 3 for immediate picking and dispatch. Offline capability ensures your sales team stays productive even without an internet connection, as everything synchronises automatically when they reconnect.
CK M2 secure customer order portal for Pegasus Opera
Let your customers place orders directly into Opera 3 through a secure web portal, available 24/7 from any device. They’ll see their specific pricing, account balance and order history, while you maintain complete control of credit checks and approval processes. Orders arrive as unconfirmed sales, ready for your team to review and process. Previous orders can be copied for quick reordering, saving time for your customers and your sales team.
CK M3 secure purchase ordering portal for Pegasus Opera
Streamline your purchasing process with a cloud-based portal that lets your authorised staff raise purchase orders from anywhere, at any time. Orders flow directly into Opera 3 with built-in approval workflows based on order values, ensuring proper controls while speeding up procurement. The portal links to your stock control and job costing modules, giving visibility of requirements and budgets. Multiple authorisation levels keep spending under control while eliminating paperwork and reducing processing time.
CK M4 secure job costing portal for Pegasus Opera
Give your project managers real-time visibility of every job’s profitability through our secure cloud job costing portal, accessible from anywhere. Track budgets, commitments and actual costs as they update from Opera 3, with variation orders automatically adjusting your budgets. You can restrict your users to view only their own jobs, maintaining confidentiality while improving accountability. You can also export summaries to Excel for reporting and analysis, helping you spot cost overruns early and keep every project profitable from start to finish.
Benefits of our mobile solutions & portals
Our mobile solutions can transform how your sales teams operate, delivering measurable improvements in efficiency and customer service. The key benefits include:
- Faster sales cycles – Process orders instantly on-site rather than creating paperwork that needs processing back at the office.
- Improved accuracy – Direct integration with Opera 3 eliminates manual data entry errors and ensures everyone works from current business information.
- Better customer service – Answer queries immediately with real-time access to stock, pricing and account information during customer meetings.
- Increased productivity – Free up your sales teams to spend more time selling and less time on paperwork, driving revenue growth.
- Credit control – View customer payment status instantly, helping manage credit risk while maintaining sales momentum.
- Professional presentation – Create branded digital documents and instant quotations to project a modern, efficient image to your customers.
There are plenty of things to worry about each day – thanks to CK Systems our accounting software is not one of them!
Director
Sector: Manufacturing
Why work with CK Systems?
We developed our mobile solutions specifically for businesses using Pegasus Opera 3. Our focused approach means seamless integration and features designed around real business needs.
Our implementation team ensures your mobile solution is configured precisely for your sales processes. We’ll train your team thoroughly, ensuring they’re confident using the technology from day one.
Unlike generic mobile apps, our solutions are supported by local experts who understand both the technology and your business. When you need help, you’ll speak to someone who knows your system and can provide practical solutions.
Useful Downloads and Videos
Videos
CKM2 Overview
CKM2 Benefits
See our mobile solutions & portals in action
Experience how our mobile solutions can transform your sales operations. We’ll demonstrate the features most relevant to your business and show you how mobile technology can drive your efficiency and growth.
