Sales & CRM

From lead to cash with approvals, stock, and finance in sync.

Capture leads, convert to quotations, manage sales orders, reserve inventory, and bill customers with one flow. CRM, fulfillment, and receivables stay connected.

Configure pricing, discounts, credit checks, and workflows without code while keeping audit-ready postings to Finance and Inventory.

View core workflows Talk to a sales expert

What you get

A connected pipeline, order management, and AR process that respects credit, pricing, and inventory rules.

CRM & pipeline

Leads, opportunities, activities, and quotes tracked with stages, reminders, and next-best actions.

Order-to-cash control

Quotes to orders with approvals, price lists, discounts, credit checks, and tax handling.

Inventory & delivery

Reserve stock, manage shipments, and keep ATP visibility so promises match availability.

Finance integration

Invoices, taxes, AR, and commissions post automatically with clear audit trails into Finance.

Core workflows

Keep sales, fulfillment, and collections aligned with the same data model.

Lead to opportunity

- Capture leads, score them, assign owners, and track activities.
- Convert to opportunities with products and probabilities.

Quote & pricing

- Price lists, discounts, taxes, and validity dates.
- Approval rules by margin, amount, or customer risk.

Order & allocation

- Confirm orders with credit checks and ATP reservations.
- Split deliveries, partial shipments, and backorders.

Invoice & collect

- Generate invoices from deliveries with taxes and revenue mapping.
- Post to AR, track receipts, dunning, and settlements.

Commissions & KPIs

- Track quotas, attainment, and commissions.
- Dashboards for pipeline, win rates, margin, and renewal health.

AI assistance

- Ask about pipeline risks, delayed deliveries, or cash impact.
- Suggested next actions on stalled deals or credit risks.

Want a tighter quote-to-cash loop?

Give sales, delivery, and finance one shared source of truth with guardrails for pricing, credit, tax, and approvals.

Book a sales demo See how Sales links to other modules