SALES CRM
From first enquiry to confirmed order.
Make every sales conversation count with an organized lead-to-order workflow and clearer commercial visibility.
Lead management
Build a dependable foundation for customer relationships.
- Lead capture, classification and assignment
- Lead sources and qualification
- Contact records and repeated follow-up history
- Lead conversion visibility
Sales inquiry management
Keep customer requirements documented and moving.
- Inquiry registration and ownership
- Products, quantities and requirement details
- Inquiry status and attachments
- History of customer interactions
Opportunity & pipeline management
Understand which opportunities need attention.
- Opportunity stages and deal values
- Expected close dates
- Pipeline visualization and forecasts
- Sales performance review
Quotation management
Prepare structured commercial proposals.
- Quotation creation and revisions
- Product details, pricing and commercial terms
- Discounts and approval workflows
- Printable quotations with product images
Sales order management
Track confirmed business after quotation acceptance.
- Accepted quotation to sales order conversion
- Customer purchase order details
- Confirmed orders count and value
- Order PDF/print with product images
Order-linked payment follow-up
Keep commercial collection commitments visible without general accounting features.
- Date-wise payment milestones
- Partial payment receipts
- Outstanding order-linked balances
- Upcoming and overdue follow-up alerts
Sales insights & targets
See lead, pipeline, quotation, order and team performance trends.
- Lead and inquiry reporting
- Quotation conversion analysis
- Sales target tracking
- Team and opportunity dashboards