Sales Pipeline.
Predictable growth for your team.
Unify your lead-to-opportunity conversions. Stop losing deals due to forgotten follow-ups and build an auditable, transparent pipeline.
Built natively on the secure **ERPNext framework**, our Sales module coordinates cold leads and hot opportunities in absolute synchronization. Empower your agents with automatic lead routing, structured contact timelines, and automated SLA warnings.
Unified Leads &
qualified Opportunities.
Nurture prospects without friction. Transition cold leads into qualified, high-value opportunities while managing product lines, custom pricing, and transaction history in one view.
- Lead-to-Opportunity Evolution Track prospects inside the
Leadmaster record. Once qualified, use the intuitive interface to instantly generate multiple, independentOpportunityrecords, isolating separate product lines or service contracts easily. - Itemised Financial Forecasting Maintain absolute forecasting integrity. Every active Opportunity allows your team to map exact item positions, configure transaction values, and set specific win probabilities to secure highly accurate revenue projections.
Business Benefit: Gain precise pipeline predictability. Track your sales reps’ communication speed using the automatic **Minutes to First Response** ledger, and ensure high-value accounts receive priority attention.
Intelligent Assignment
& pipeline cleanup.
Free your sales team from administrative friction. Automate lead distribution, enforce follow-up reminders, and keep your pipeline pristine with zero manual effort.
- Assignment Rules & Reminders Configure
Assignment Rulesto distribute hot opportunities automatically to specific agents based on territory or load. Maintain perfect discipline withNext Contact DateandNext Contact Byfields, pushing instant calendar alerts directly to your sales team. - Auto-Cleanup & Lost-Deal Analysis Enforce automatic pipeline hygiene inside
Selling Settings, closing inactive opportunities after specified periods of silence. Capture crucial competitive intelligence by forcing structuredLost-Deal reasonsand competitor mapping.
Business Benefit: Guarantee absolute team accountability. Sales managers get full visibility into deal timelines, lag metrics, and loss patterns, shifting your strategy based on objective win/loss metrics.
Professional Quotations
& margin-guaranteed estimates.
Convert interest into commitment. Generate bespoke estimates, formal pro-forma proposals, or multi-option bids directly from raw CRM opportunities with complete pricing consistency.
- Contextual Pull-in & Secure Lock Link proposals instantly to any
CustomerorLeadrecord, enforcing dynamicValid tilllimits. Leverage the “Get Items from > Opportunity” tool to import deal details in one click. Upon final submission, the system completely freezes the document—preventing accidental edits once dispatched to your client. - Advanced Costing & Alternative Items Pull pricing automatically from master lists, configuring discounts, margins, payment schedules, and Terms & Conditions printed on corporate letterheads. Introduce **alternative items** so clients can choose preferred tiers, and compare estimated quotes directly against
Supplier Quotationsto secure actual profit margins.
Business Benefit: Speed up your order generation and avoid critical pricing errors. Instantly convert winning proposals using the Create → Sales Order workflow, or mark unsuccessful bids as Set as Lost to audit loss reasons, keeping your pipeline clean.
Sales Orders:
The single source of truth.
Bridge the gap between sales promises and operational reality. Once a quotation is accepted, the Sales Order becomes your binding contract, orchestrating stock allocation, procurement, and billing automatically.
- Direct Quotation Conversion Generate Sales Orders seamlessly from approved
Quotationrecords in one click. Fully integrated into the Selling module, this workflow preserves custom terms, negotiated prices, and item specifications perfectly. - Connections Dashboard & Live Tracking Ditch status-chasing emails. Sales agents can monitor the entire execution chain—including Purchase Requests, Delivery Notes, and Sales Invoices—directly from the built-in Connections Dashboard.
Business Benefit: Keep your sales reps informed without administrative friction. Enable your agents to instantly track exact fulfilment status, partial dispatches, and outstanding billing balances without needing separate inventory or accounting system logins.
“Enforcing solid pipeline hygiene is incredibly empowering, but the real celebration begins when your closed sales order turns into collected cash. Have you seen how our closed opportunities can natively trigger instant, perfectly-formatted invoices in our Invoicing module?”
Explore Invoicing Integration
Unified Sales Cycle:
Quotation to Ledger.
Eradicate operational siloes and manual pass-offs. Unify your selling transactions into a single, automated, and context-rich pipeline that updates inventory and ledgers in real-time.
- Continuous Document Pipeline Seamlessly progress orders through every operational touchpoint: Quotation → Sales Order → Delivery Note → Sales Invoice → Payment. Manage rare deviations like **Credit Notes** or **Sales Returns** within the exact same structural thread.
- Blanket Orders & Drop Shipping Structure high-volume B2B relations with multi-release
Blanket Ordersor trigger hands-freeDrop Shippingworkflows, directly routing the supplier’s dispatch straight to your end client.
Business Benefit: Eliminate manual data transcription and operational leakages. Real-time synchronisation ensures that what was promised by sales perfectly matches warehouse dispatches and financial billing ledger entries—safeguarding corporate margins.
Smart Credit Limits &
automated risk protection.
Protect your cash flow from bad debt. Control trading risks automatically by establishing strict credit limits that restrict or escalate sales operations before liabilities get out of hand.
- Hierarchical Limit Precedence Configure credit limits globally or granularly. Enforce boundaries at the individual
Customerlevel, falling back toCustomer Grouprules, and ultimately defaulting toCompany-wide terms. - Real-time Checks & Overrides Triggers automated validation at both Sales Order and Sales Invoice submission. Authorised users with the
Credit Controllerrole can bypass locks for trusted partners, while the Bypass Credit Limit Check at Sales Order setting allows you to calculate limits strictly against issued invoices rather than unfulfilled orders.
Business Benefit: Empower your sales agents with immediate deal-closing confidence. Reps know instantly on the floor whether they can close a large order, while the finance team avoids chasing overruns ex post.
One ecosystem for
your entire company.
CRM pipelines are just the fuel. SolutionsInc provides a fully integrated digital OS where sales funnels, accounting books, shared file drives, and team projects work in absolute synchronization.
