Track leads through every stage of your CRM, convert them to quotes and sales orders, issue invoices, and analyse performance — all without leaving the platform.
Sales Pro adds a full CRM lead pipeline and sales order management on top of standard invoicing — so your team can track deals from day one.
Track every prospect through 7 stages — New, Contacted, Qualified, Proposal, Negotiation, Won, Lost. Assign leads, set close dates, and track deal value and probability.
Add a formal Sales Order step between quotation and invoice. Orders track pending, confirmed, processing, and shipped status — giving your fulfilment team a clear view.
6-month revenue trend, lead pipeline breakdown, win/loss analysis, and overdue invoice tracking — all on a single dashboard, filterable by date range.
Eight fully integrated modules covering every part of your sales cycle.
Central customer directory with contact details, address, and full transaction history — quotes, orders, invoices all linked.
Full CRM pipeline with 7 stages, lead source tracking, assigned salesperson, deal value, probability, and expected close date.
Product and service catalog with prices. Add products to quotes and orders by name with real-time unit price lookup via API.
Build detailed quotations with line items, discount, tax, expiry date, and terms. Track status from Draft → Sent → Accepted/Rejected.
Formal SO step between quote and invoice (SO2026-XXXX). Statuses: Pending, Confirmed, Processing, Shipped, Delivered, Cancelled.
Tax-inclusive invoices with partial payment support. Statuses: Draft, Sent, Partially Paid, Paid, Overdue, Cancelled.
6-month revenue trend, pipeline by stage, overdue invoices, win/loss rates, and monthly sales totals — filterable by date range.
Company name, default currency, invoice prefix, tax rates, and user management — accessible to super_admin and admin roles only.
Every lead moves through a defined pipeline. Assign it to a salesperson, track the deal value and probability, set an expected close date — and watch won/lost rates over time.
Sales Pro adds a formal Sales Order step — so your fulfilment team knows exactly what needs to ship before an invoice is raised.
| Product | Qty | Unit Price | Total |
|---|---|---|---|
| Enterprise Software License | 3 | $2,400 | $7,200 |
| Implementation Services | 1 | $3,800 | $3,800 |
| Annual Support Plan | 1 | $1,200 | $1,200 |
Filter by week, month, quarter, or year. Understand your pipeline health, revenue trend, and team performance at any point in time.
Granular permissions ensure each team member sees and does exactly what their role requires.
Log in and start tracking your pipeline, quotes, and orders from day one.
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