Sales Operations
Streamline your end-to-end goods sales process — from inquiry capture to order fulfillment — with centralized enquiry handling, dynamic quotation management, commercial approvals, and integrated dispatch-to-invoice workflows in one powerful, modular platform.
Customer Relations
Automates enquiry capturing process, assignment, prospect tracking, dashboards, enquiry stage and progress monitoring.
Quotation & Proposals
Create, manage, and approve sales quotations with real-time tracking, configurable templates, and rule-based commercial controls.
Order Management
Streamline sales order conversion, delivery scheduling, and release control with automated approvals and flexible order types.
Dispacth and Invoicing
Automates dispatch process, documentation, lot-wise picking, and accurate, integrated, tax-compliant invoicing.
Built on intelligent enquiry routing and sales workflow best practices, our solution streamlines lead handling, enforces accountability, and empowers teams with real-time visibility.
Key Features
Smart Enquiry Assignment: Inquiries are routed based on territory, product knowledge, or account ownership—ensuring the right salesperson handles the right lead.
Dormant Enquiry Tracking: Allows registered enquiries to be flagged as dormant with a valid reason—enabling analysis of lost opportunities and identification of capability gaps to expand future sales prospects.
Automated Enquiry-to-Quote Process: Streamlines the complete cycle from enquiry registration to approved quotation—improving speed, responsiveness, and accountability.
Smart Prospect & Stage Management: Tracks prospects through each stage of the sales cycle with automated updates, reminders, and visibility via a central dashboard.
Lost Leads & Trend Analytics: Provides dashboards to analyze lost leads and visualize enquiry flow trends—helping teams refine strategies and optimize conversion rates.
QUOTATION AND PROPOSALS
Turn Opportunities into Wins with Speed, Accuracy, and Impact
We simplify and accelerate your quotation and proposal process—automating document creation, integrating real-time costing, and ensuring every proposal is accurate, compliant, and client-ready. From quick turnaround quotes to complex, multi-package proposals, our system streamlines collaboration, shortens sales cycles, and boosts your win rate.
Automated Quote and Proposal Generation
Build professional, branded quotes and proposals in minutes using predefined templates, live price lists, and scope-based resource costing.
Real-Time Costing Insight and Margin Control
Ensure profitability by pulling live cost data, applying smart mark-ups, validating margins, and factoring in discounts or terms before sending polished proposals to clients.
Integrated Multi-Level Review and Approval Workflow
Route quotes and proposals through configurable multi level review and approval chains to ensure accuracy, compliance, and adherence to pricing policies.
Centralized Quotation Tracking and Data Analytics
Track sent quotations, monitor client engagement, analyze win/loss patterns, and identify pricing trends to refine future sales and quote strategies.
ORDER MANAGEMENT
Smarter Order Processing. Faster Fulfilment. Happier Customers.
We automate the complete order lifecycle—from order capture and validation to allocation, fulfillment, invoicing, and status tracking. Our system ensures accuracy, accelerates turnaround, and reduces manual effort while giving teams real-time visibility and control over every order.
Seamless Order Capture and Validation
Capture sales orders from multiple channels, validate them against pricing, availability, and credit terms, and eliminate delays caused by manual checks.
Intelligent Order Allocation and Fulfillment
Automatically allocate inventory from the optimal warehouse or store based on stock availability, location, and delivery timelines—reducing fulfillment costs and delays.
Real-Time Order Tracking and Status Updates
Get instant visibility into sales cycle progress starting from order booking to delivery and invoicing, with live order status updates for sales, operations, and customers.
Integrated Invoicing and Tax Compliance
Generate accurate tax-compliant invoices directly from fulfilled orders and post them into the financial module for a seamless order-to-cash cycle and accounts receivable.
DISPATCH AND INVOICING
Seamless dispatch, flawless invoicing—driven by intelligent integration.
The Dispatch and Invoicing module ensures every delivery is executed on time, accurately documented, and seamlessly billed. By integrating dispatch scheduling, shipment tracking, and automated invoice generation, the system eliminates errors, speeds up cash flow, and ensures a smooth handover from order fulfillment to payment collection—keeping customers satisfied and operations running without delays.
KEY CAPABILITIES
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Automated Dispatch Workflows: Streamlines the process from order confirmation to goods dispatch, eliminating manual coordination and reducing turnaround time.
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Lot-wise and Serialized Goods Picking: Ensures accurate product selection through lot/serial tracking—minimizing errors and maintaining traceability.
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Integrated Tax-Compliant Invoicing: Generates fully compliant invoices with correct tax calculations and formats—aligned with regional regulations.
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Real-Time Stock Validation: Verifies inventory availability before dispatch, preventing short-ships and enabling proactive replenishment.
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Financial & Materials Management Integration: Seamlessly links with financials and inventory to complete the order-to-cash cycle without duplicate entries.