Sales & operations
Sales and operations software that follows every order to delivery
Enquiries come in by phone, WhatsApp and walk-ins, and too many of them are never followed up. This system records every lead, reminds your team to follow up, turns quotations into orders and tracks each order until it is delivered and paid for.
Enquiry 12
Shah Textiles
Follow up today
R. Iyer
Walk-in
Quoted 8
Patel Interiors
₹1,80,000
Nair Clinic
₹42,500
Confirmed 5
Joshi & Co.
Advance received
Delivered 3
Kapoor Travels
Invoice sent
Sound familiar?
These are the problems we hear most often before a business moves to sales & operations.
- Enquiries are noted on paper or in chats and forgotten after the first call
- Nobody knows which quotation went out at what price
- Orders slip because production or delivery teams hear about changes late
- You can't tell which salesperson or lead source brings in real business
What it covers
Each part is set up for your business. Start with what you need and add the rest later.
Lead and enquiry register
Every enquiry from phone, WhatsApp, website or walk-in, with source and assigned salesperson.
Follow-up reminders
Daily follow-up lists for each salesperson, so no lead is left waiting.
Quotations
Quotations from your price list in your format, with revisions tracked.
Order tracking
Each confirmed order moves through your stages, from approval to dispatch.
Delivery and job status
Delivery schedules, job assignments and proof of delivery, updated from the field.
Sales performance
Conversion by salesperson and lead source, and targets against actuals.
How it works
Capture the enquiry
The lead is recorded with its source, requirement and owner, from any channel.
Follow up and quote
Reminders keep the conversation going and the quotation is sent from the system.
Confirm the order
An accepted quote becomes an order and the operations team is notified at once.
Deliver and bill
Delivery is marked complete and the invoice is raised against the same order.
Where it's used
Sales & operations is set up differently for each industry we work with.
Questions we're often asked
Something else on your mind? Ask us directly.
Losing enquiries between the first call and the final bill?
Show us how an order moves through your business today. We'll show you how it would look in one pipeline.