Module
Sales & CRM
Follow every customer from first contact to cash. Track leads, campaigns and activities, quote with your pricing rules, deliver, invoice and collect, with the stock and the accounts kept up to date along the way.
What stands out
Pipeline to cash
Leads, campaigns and activities lead to quotations, orders, deliveries, invoices and receipts, one chain of documents.
Pricing rules and delivered prices
Prices come from rules and price components, so every quotation and invoice is priced the same way.
Forecasts against actuals
Units forecast sales by item or category, month by month, and see them against what was sold.
Analysis that answers questions
Win and loss by reason, quotation conversion, gross margin, top customers by ABC class and overdue invoices.
Lead 2
Paro Resort
420 K
Bumthang Dairy
180 K
Quotation 2
Thimphu Mart
960 K
Haa Traders
240 K
Negotiation 1
Gelephu Hotels
1.2 M
Won 1
Punakha Foods
780 K
A lead is won by its accepted quotation, and the order follows from it.
What it handles
- Leads and opportunities
- Marketing campaigns and activities
- Quotations, sales orders and contracts
- Delivery notes
- Sales invoices, cash sales, returns and credit notes
- Pricing rules and payment terms
- Sales forecasts
Reports it gives you
- Pipeline
- Quotation Conversion
- Sales Analysis
- Gross Margin Analysis
- Receivables by Customer
- Overdue Invoices
- and more
Over 250 reports across Infinates, with charts, drill-down to the documents and export to Excel and PDF.
Works with
Sales & CRM feeds
Sales & CRM is fed by
Used in
Let’s talk about your business
Book a 30-minute demo, or ask us for a pilot proposal.