Business Operations
ERP — Sales Center
A dedicated Sales Center ERP for managing your sales team, leads, customer relationships, and sales pipeline. Track every lead from first contact to closed deal — with full visibility for managers and accountability for reps.
Key features
- Lead Capture & Auto-Assignment
- Visual Sales Pipeline
- Customer Database & History
- Follow-Up Task & Reminder System
- Quotation Builder & Tracking
- Sales Rep Performance Dashboard
- Target vs. Achievement Tracking
- SMS & Email Integration
- Win / Loss Analysis
- Integration with Sales & Distribution ERP
Overview
Build a High-Performance Sales Team with ERP — Sales Center
Most businesses lose deals not because of bad products, but because of poor follow-up and zero pipeline visibility. Our ERP — Sales Center gives your sales team a structured system to capture every lead, track every interaction, and close more deals — while giving managers real-time visibility into team performance.
Core Features
- Lead Management — Capture leads from web forms, phone calls, walk-ins, and referrals. Auto-assign to sales reps based on territory or product.
- Sales Pipeline — Visual pipeline with configurable deal stages. Drag and drop deals as they progress.
- Customer Database — Complete customer profiles with contact history, purchase records, and communication logs.
- Follow-Up & Task Management — Set reminders, schedule calls, and never miss a follow-up again.
- Quotation Builder — Create and send professional quotations directly from the CRM. Track quote status.
- Sales Rep Performance — Track calls made, meetings held, deals closed, and revenue generated per rep.
- Target vs. Achievement — Set monthly and quarterly sales targets. Monitor progress in real time.
- SMS & Email Integration — Send follow-up messages directly from customer records.
Who Is It For?
B2B sales teams, financial services companies, real estate firms, insurance companies, and any business with a dedicated sales force that needs accountability and pipeline visibility.