Sales
Sales
A sales workspace configured around your own stages, approval rules and quotation format, so the pipeline reflects how your team actually sells.
What this module does
Pipeline, quotations and follow-up in one configured flow.
- Configurable pipeline stages and win/loss reasons
- Quotations with your templates and approval steps
- Activity and follow-up scheduling per opportunity
- Team and territory based visibility rules
- Conversion reporting by stage, owner and source
Where it applies
Packages
Starter CRM
Business CRM + HRMS
Custom ERP
Common industries
Trading
Telecom
Professional services
Scope, fields and workflow rules are agreed during requirements and configuration.
Interface preview
Product capability preview — configuration varies by client
Open opportunities
Configured view
Filtered by owner or team
Stage ageing
Rule based
Alerts on stalled deals
Pipeline board (illustrative)
Stage names are configured per client.
| Stage | Example item | Owner role |
|---|---|---|
| Qualification | Sample enquiry A | Sales executive |
| Proposal | Sample enquiry B | Sales executive |
| Negotiation | Sample enquiry C | Sales manager |
| Won | Sample enquiry D | Sales manager |
Sample values shown are illustrative only and contain no real client data.
Want to see this module configured for your own process?