Pipeline
- Leads, opportunities and stages
- Contacts and organizations
- Activity history and follow-up tasks
- Quotation versions and approvals
Platform ยท Operations
From first enquiry to cash collected.
The same customer record carries the opportunity, the agreed price, the delivery and the outstanding balance.
Capabilities
What this module covers
Order to invoice
- Sales orders and confirmations
- Deliveries and partial fulfilment
- Sales invoices and credit notes
- Price lists, discounts and pricing rules
Customer control
- Credit limits and blocked orders
- Receivable ageing by customer
- Statements and collection reminders
- Customer portal access where enabled
Connected by design
How it connects to the rest of the platform
Nothing here runs in isolation. Each action below updates the shared record other teams already work from.
Inventory
Availability, reservations and delivery all read live stock, not a nightly copy.
Finance
Invoices post to receivables and revenue with tax and dimensions already applied.
Projects
Service work can be quoted, delivered and billed against project budgets.
Manufacturing
Make-to-order items trigger production requirements from the sales order.
Analytics
Pipeline, win rate and margin by customer or product read from the same records.
AI
Overdue accounts and unusual discounts are flagged for review.
Next step
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