The Sales & CRM module helps commercial teams stay organized. Marketing captures interest, sales converts it into orders, and operations delivers — all on one timeline your managers can trust.
CRM: know your pipeline
- Leads: Incoming inquiries from your website, email, or phone — ready for qualification.
- Opportunities: Qualified deals with expected value and close dates so leadership can forecast revenue.
- Activities: Calls, meetings, and follow-up tasks so nothing slips through the cracks.
Sales orders: from quote to active state
A typical order flows through clear stages. Each stage unlocks the next team in your company:
- Quotation: Sales sends a priced proposal. The customer can accept, negotiate, or decline.
- Sales order (confirmed): When the customer says yes, the quotation becomes an active order. Inventory reserves stock and Accounting prepares invoice lines.
- Delivery: Warehouse picks, packs, and ships. Stock levels decrease in Inventory.
- Invoicing: Finance issues the invoice in Accounting and tracks payment status.
- Done: The order is fully delivered and paid — ready for reporting and customer success follow-up.
Practical tips for sales managers
- Define clear stages in your pipeline so dashboards reflect reality, not optimism.
- Confirm orders only when delivery dates are realistic for warehouse capacity.
- Review open quotations weekly — stale quotes clutter forecasts.
- Connect won deals to installation or onboarding tasks for complex deployments.