Sales & CRM — Overview
The Sales module takes a deal from first contact to a confirmed order — with AI helping you draft quotes and chase quiet leads.
A rep's day runs through three screens: My Day for what to do now, the CRM Pipeline for where every deal stands, and Quotations for the paperwork. Everything else supports those three.
Sales Executive and Company Admin. Sales Executives land on the Sales Dashboard at login. The CRM module must be on; Quote Studio and Follow-ups additionally need the AI Suite.
The lead-to-cash journey
Lead (CRM Pipeline) ─── Create Quotation ──────┐
Customer enquiry ────── Quote Studio (AI) ─────┤
Manual ─────────────── New Quotation ──────────┼──▶ QUOTATION (Draft)
BOM ────────────────── Create Quotation ───────┘ │ add line items
│ Confirm
▼
CONFIRMED ── Convert to SO ──▶ SALES ORDER
│ │
(emailing marks it SENT) BOM check → production
│
dispatch → invoice → payment
Four ways a quotation is born:
- From a CRM lead — open the lead's workspace and click Create Quotation; pick one of the lead's linked BOMs and you get a fully priced quote, not an empty shell.
- From Quote Studio — paste a customer enquiry (text, photo or drawing) and let the AI draft it.
- Manually — New Quotation on the Quotations page.
- From a BOM — the BOM Generator's Create Quotation button, with all charges and margin carried over.
The screens at a glance
| Screen | What it's for |
|---|---|
| My Day | Your tasks split into overdue / today / this week, plus the deals with no next step scheduled. |
| Sales Dashboard | KPIs, monthly target progress, mini-pipeline, recent quotations, customer quick-search. |
| CRM Pipeline | Drag-and-drop lead board, and a workspace per lead for the photos, drawings, BOMs and quotes behind it. |
| Pipeline Stages | Rename, reorder and add the board's columns so they match how you actually sell. |
| Contacts | The people directory — import a list, merge duplicates, track who agreed to hear from you. |
| Customers | The customer master — companies, sites, GSTIN, terms. |
| Quotations | Create, edit, confirm, print, email and convert quotations. |
| Quote Studio (AI) | Customer enquiry in → draft quotation out. |
| Sales Orders | Confirmed orders, material readiness, status tracking, order timeline. |
| Campaigns | Broadcasts to a saved audience, with a pre-flight and per-person delivery tracking. |
| The WhatsApp Business channel — send documents, capture leads automatically, and the AI sales agent. | |
| Follow-ups (AI) | The agent that chases leads going cold — with your approval. |
Five rules of the road
- A customer must exist before a quotation (lead conversion and Quote Studio can create one for you).
- A quotation needs at least one line item before it can be confirmed.
- Only a Confirmed quotation can become a Sales Order. Only Draft quotations are editable.
- Emailing a quotation automatically marks it Sent.
- A sales order needs a linked BOM before material planning and production can start.
Document numbers reset yearly: QT-2026-0001 → SO-2026-0001 → INV-2026-0001.
Talking to customers in bulk
Beyond one deal at a time, Sales can reach a group of customers: build an audience from your contacts, then send a campaign — a launch, a price revision, an offer — with a pre-flight that shows exactly who will receive it and per-person delivery tracking afterwards.