Lead & Opportunity
• Track potential customers (leads)
• Convert leads into sales opportunities
• Monitor progress through the sales pipeline
Quotation Management
• Create and send quotations to customers
• Customize pricing, discounts, and terms
• Convert quotations into confirmed orders
Sales Order Processing
• Generate sales orders from accepted quotes
• Track order status (pending, confirmed, delivered)
• Manage order history
Customer Management
• Store customer details (contact info, history)
• Track interactions and purchase behavior
• Improve relationship management
Pricing & Discounts
• Set product pricing rules
• Apply discounts, taxes, and promotions
• Handle multiple price lists
Inventory Integration
• Check product availability
• Update stock automatically after sales
• Coordinate with warehouse operations
Invoicing & Payments
• Generate invoices automatically
• Track payments and outstanding balances
• Integrate with accounting modules
Reporting & Analytics
• Sales performance reports
• Revenue forecasts
• KPI dashboards (conversion rate, top products, etc.)
Benefits
• Improves sales efficiency
• Reduces manual errors
• Provides real-time insights
• Enhances customer experience
• Helps in better decision-making
