Finance & Sales
Sales ERP Module
Manage leads, pipelines, quotations, sales orders, and customer pricing tiers.
Book a demo of SalesModule overview
End-to-end lead-to-cash engine. Track leads and opportunities through a visual sales pipeline, generate custom quotes, convert orders automatically to fulfillment, and manage customer price lists, volume discounts, and credit limits.
+28%
Quote Conversion Rate Increase
< 3 mins
Order Processing Time
Popular for
Sales ManagersWholesalersB2B Enterprises
Core strategic benefits
- Accelerate quote-to-cash cycle time by 50%
- Give sales teams one pipeline for leads, competitors, and deal stages
- Enforce standardized pricing, discounts, and credit limits
Capabilities & functional features
- Visual Kanban sales pipeline with lead sources & lead status tracking
- Competitor tracking per lead and sales-account manager assignment
- Custom brand quotation generation with PDF export
- Sales order fulfillment tracking and status automation
- Customer-specific price lists, volume tiering, and credit limit enforcement
- BID (Business Intelligence Dashboard) with sales funnel, revenue-by-region, and revenue-vs-target views
- Direct integration with Inventory & Accounting modules
- Detailed sales reports, configurable document numbering & sales audit report
Related modules
Accounting
Manage general ledger, payables, receivables, journals, and financial statements.
Microsite
Your own online ordering page: customers order from a branch's menu, pay by transfer, and orders land straight on your POS.
Expense
Employee expense requests, receipt uploads, approval chains, and accounting sync.
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