Sales & CRM SoftwareClose More Deals Faster
Manage leads, opportunities, quotations, and sales orders in one unified platform. Visual pipeline, quote-to-order automation, and customer 360 view — all integrated with your ERP.
8 Core Capabilities
Everything You Need to Grow Revenue
From first contact to closed deal — manage your entire sales cycle in one place
Lead Management
Capture leads from web forms, emails, and manual entry. Score leads based on engagement and fit, assign to sales reps, and track conversion through your sales funnel with automated follow-up reminders.
Opportunity Pipeline
Visualize your sales pipeline with drag-and-drop Kanban boards. Track deal value, probability, expected close date, and next actions. Customizable stages to match your unique sales process.
Quotations
Create professional quotations with your branding, line items, taxes, discounts, and terms. Send via email, track views, and convert accepted quotes to sales orders with a single click.
Sales Orders
Manage the full order lifecycle from confirmation to delivery. Track order status, partial deliveries, backorders, and fulfillment. Automatic inventory reservation and delivery note generation.
Contact Management
Maintain a 360-degree view of every customer and prospect. Store contact details, communication history, purchase patterns, and relationship notes. Link contacts to companies and track multiple decision-makers.
Activity Tracking
Log calls, meetings, emails, and tasks against leads, opportunities, or contacts. Set follow-up reminders and track team productivity with activity reports and timelines.
Sales Forecasting
Forecast revenue based on pipeline value, win probability, and historical trends. Compare forecasts against targets by rep, team, or territory. Identify at-risk deals early with pipeline health indicators.
Territory Management
Define sales territories by region, industry, or account size. Assign reps to territories, set territory-level targets, and analyse performance across geographies to optimize your sales coverage.
Visual Sales Pipeline
See your entire sales pipeline at a glance with an intuitive Kanban board. Drag deals between stages, filter by rep or value, and instantly spot bottlenecks. Pipeline analytics show conversion rates between stages, average deal cycle time, and revenue projections — giving sales managers the data to coach effectively.
Quote-to-Order Automation
Eliminate manual handoffs between quoting and order processing. Create quotations with product lines, GST calculations, and payment terms, then convert to confirmed sales orders with one click. The entire chain — quote, order, delivery note, invoice — flows automatically with full traceability.
Customer 360 View
Every interaction, transaction, and touchpoint in one place. When a sales rep opens a customer record, they see open quotes, pending orders, recent invoices, payment history, support tickets, and all past communications — giving them the context to have informed conversations and close deals faster.
Works Great With
Related Features
Invoicing & Billing
GST invoices, e-invoicing, and recurring billing
Learn moreInventory & Warehouse
Real-time stock tracking and multi-warehouse management
Learn moreAccounting & Finance
General ledger, AR/AP, and financial reporting
Learn moreReports & Analytics
Sales dashboards, custom reports, and BI
Learn moreFAQ
Frequently Asked Questions
Yes. You can create, rename, reorder, and delete pipeline stages to match your sales process. Define as many stages as needed — from initial contact to closed-won. Each stage can have mandatory fields and actions to enforce your sales methodology.
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