Opportunity Creation
Monitor your deals in progress and create records for new opportunities

Sales Activities
Cold calls, sales planning, meeting schedules, contract drafts – manage them all in one place

Follow-up Activities
Send out emails, plan campaigns for potential customers, and ensure maximum output

Sales Quote Creation
Generate quotes rapidly and with precise information using advanced APIs

Pricing
Arrive at the appropriate price as per the unique needs of your customers

Quote Approval
Set appropriate approval processes where needed – even with multiple supervisors

Negotiation
Negotiate with customers who need convincing, add upsells or cross-sells to sweeten the deal

Customer Acceptance/PO
Once the customer accepts the quote, instantly create the purchase order

Sales Order Creation
Create draft single orders or chain orders, generate backorders until there is inventory scheduled

Approval
Confirm orders from relevant departments and ensure seamless fulfillment

Invoice Generation
Generate invoices and validate all important customer and order details

Account Reconciliation
Conduct financial reconciliation and store critical data for easy audit