• Lead Management
• Order Automation
• Quote and Invoice Automation
• Real-Time Analytics
• Integration with external systems

1. Lead Management

• Efficient Lead nurturing, tracking for Sales/ Purchase.
• Capture leads from multiple channels (Website/ Media Feeds/ Manual entries) in a centralized dashboard so that no leads slip through the cracks.
• Automatically segment and prioritize based on source, requirements and demographics to focus your sales efforts on the highest-value opportunities. Auto assign leads to Representatives.
• Lead qualification based on predefined criteria.
• Track every interaction, follow-up, and status update with ease. Get a full view of each lead’s journey and ensure timely engagement with built-in reminders and notifications.

2. Enquiry to Order Automation

• Faster sales order fulfillment from Enquiry creation through Website to automated purchase orders.
• Auto assignment of the enquiries to the Representatives reduces bottle neck for routing the enquiries to the right person.
• Easy access to the recent orders of the same customer and ongoing rates of the products from Suppliers improves turn around time for the quotations.
• Online quote approval process reduces manual intervention and follow up delays.
• Cost sheet automation for estimating profits considering the overheads and expenses.
• Automatic Sales order and Invoice generation with minimal effort and maximum accuracy.

3. Supplier & Buyer Management

• Maintain detailed records of suppliers and customers, track payment terms, credit limits, and order history.
• Access complete, organized profiles for all your Buyers and Suppliers in one place.
• Store key contact details, transaction history, payment terms, and more which is instantly accessible and always up to date.
• Digital onboarding with automated data collection and approval workflows. Ensure every partner meets your compliance, credit, and documentation requirements.
• Track all deals, orders, and payments linked to each buyer or supplier. Stay ahead with automated reminders, fulfillment updates, and performance insights.

4. Finance & Accounting Integration

• Sync with QuickBooks, SAP or custom ERP.
• Finance & Accounting Integration ensures the financials are always in sync with the sales, purchases, and operations—saving time and reducing errors.
• Real-time data exchange and reconciliation.
• Accurate ledger updates for accurate reporting.
• Outstanding invoice tracking for minimizing the payment delays.

5. Multi-location & Multi-currency Support

• Gain location-specific insights while maintaining centralized control.
• Track orders and sales across all your branches, warehouses in real time.
• Do business across borders with built-in multi-currency support. Send invoices, receive payments, and manage financial records in your customer or supplier’s preferred currency.
• Automatic currency conversion based on daily rates.
• Currency-specific pricing and billing.
• Multi-currency invoicing and payments.

6. Reports & Analytics Dashboard

• Sales trends, profit margins, Lost and Won opportunity analysis.
• Enquiry aging reports.
• Quote-to-order conversion metrics.
• Sales rep and team performance dashboards.
• Location-wise sales, purchases, and profit reports.
• Currency-adjusted financial summaries.
• Consolidated dashboards for global oversight.

• Accounting software (e.g., Xero, QuickBooks, SAP).
• eCommerce platforms (e.g., Shopify, PayPal).