Sales & CRM
Lead to order to cash, inside the ERP — not a bolt-on CRM that forgets what finance knows.
Quotes become orders become invoices without re-keying, and every stage carries the customer's real balance, credit terms and history alongside it.
Because sales lives on the same ledger, a quote already knows margin, stock availability and outstanding receivables — so commitments are made on facts, not hope.
Sales teams managing lead-to-order without a disconnected CRM silo.
| Window | Projected | Signal |
|---|---|---|
| Days 0–30 | +₹62,40,000 | healthy |
| Days 31–60 | +₹11,80,000 | tighten |
| Days 61–90 | −₹8,20,000 | risk |
| Driver: 3 large receivables due late — chase now | ||
Sales feeds the same forecast finance sees — receivables and their timing are never a surprise.
What this module actually does.
Lead-to-order pipeline
Stages that flow straight into orders and billing, with nothing lost in handoff.
Quoting
Quotes that price against live cost and stock, with approval controls on discounts.
Contract billing
Milestone, recurring and usage billing tied to the customer ledger.
Customer insights
Order patterns, margin by customer and receivable ageing in one view.
See Sales & CRM on your data.
Book a walkthrough and we'll run this module against a slice of your real numbers.