Finance & Sales

Sales ERP Module

Manage leads, pipelines, quotations, sales orders, and customer pricing tiers.

Module 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.

Expense

Employee expense requests, receipt uploads, approval chains, and accounting sync.

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