Sales, CRM & Pipeline Management
Track leads, manage deal pipelines, send instant quotes, and see full customer purchase histories.
Module Overview
Help your sales team close deals faster. Track every prospect from initial inquiry to signed contract, generate professional PDF quotes in seconds, and keep all customer conversations in one place.
Core Module Capabilities
01
Visual sales pipeline stages with automated follow-up reminders
Fully integrated into your core workflow with automated tracking, audit trails, and reporting.
02
Fast quote generator that converts accepted quotes into sales orders with one click
Fully integrated into your core workflow with automated tracking, audit trails, and reporting.
03
Complete 360-degree customer history: past purchases, quotes, emails, and support tickets
Fully integrated into your core workflow with automated tracking, audit trails, and reporting.
04
Sales commission calculation and partner referral tracking
Fully integrated into your core workflow with automated tracking, audit trails, and reporting.
Enterprise Security & Integration Specifications
API ACCESSRESTful JSON & GraphQL Endpoints
SECURITY MODELGranular RBAC + Row-Level Security
AUDIT TRAILField-Level Immutable Change Logs
EXTENSIBILITYClient (JS) & Server (Python) Sandboxes