CRM
Total Leads
1,234
Active Deals
89
Conversion Rate
23%
Avg Deal Size
$4,560
Leads Pipeline
Acme Corporation
john@acme.com • Enterprise
Value: 2,500
TechStart Inc
sarah@techstart.com • Mid-Market
Value: $8,300
Global Solutions
mike@globalsol.com • Enterprise
Value: $25,000
Recent Activity
John Doe contacted Acme Corp
2 hours ago
Sarah Miller closed TechStart deal
4 hours ago
Alex Lee scheduled follow-up with Global Solutions
6 hours ago
Lead Tracking
Track leads from first contact to close with complete interaction history.
Contact Management
Centralize all customer data with smart segmentation and lifecycle tracking.
Integration Hub
Connect with email, chat, and support tools for seamless communication.
Sales Orders
Close deals faster with streamlined quote-to-cash workflows and real-time order tracking.
Order Lifecycle Dashboard
Quote Builder
Dynamic pricing rules and PDF generation with approval routing.
Return Management
Handle returns and cancellations with automated workflows.
Order Status Tracker
Quick Actions
Approval Workflows
Route high-value orders through approval chains with customizable thresholds.
Real-time Analytics
Track order velocity, average deal size, and conversion rates instantly.
Key Features
Quote-to-Cash
End-to-end automation from quote to payment collection
Status Tracking
Real-time visibility into every order stage
Performance Metrics
Track win rates, cycle times, and revenue impact
Inventory
Never miss a sale with real-time stock levels and intelligent reorder alerts.
Smart Stock Management
Automated tracking across warehouses with predictive reordering to eliminate stockouts.
Real-time Levels
Live inventory across all locations
Smart Reordering
AI-powered thresholds and supplier integration
Batch Tracking
Serial numbers and expiration date monitoring
SKU Catalog & Variants
Multi-Location Sync
Unified inventory across warehouses and retail stores
Smart Alerts
Get notified before you run out of stock
Omni-Channel Ready
Connect Amazon, Shopify, and retail POS systems
Warehouse Management Features
Barcoding
Scan & track every item
Bin Location
Find items fast
Cycle Counts
Automated auditing
Transfers
Move stock between locations
Billing
Get paid faster with automated invoicing and seamless payment tracking.
Automated Invoice Generation
Create and send professional invoices in seconds. Track payment status and send automated reminders.
Instant Generation
Auto-create from orders and quotes
Payment Tracking
Real-time status updates and reminders
Multi-Gateway
Stripe, PayPal, and ACH integration
Payment Dashboard
Track received, pending, and overdue payments in one view
Auto-Reminders
Send gentle reminders before due dates
Secure Vault
PCI-compliant payment processing with bank-grade security
Billing Features
Custom Templates
Branded invoices
Online Payments
One-click pay links
Revenue Analytics
Cash flow insights
PCI Compliance
Bank-level security
Reports
Turn data into decisions with real-time analytics and customizable dashboards.
Sales Performance Analytics
Track revenue, conversion rates, and team performance with interactive dashboards.
Real-time KPIs
Live sales metrics and trends
Forecasting
AI-powered sales predictions
Export Ready
PDF, Excel, and CSV formats
Key Metrics Overview
Custom Report Builder
Drag-and-drop to create any report you need. Export instantly.
Real-time Dashboards
Monitor performance on desktop, tablet, or mobile devices.
Report Categories
Sales Team
Rep performance & quotas
Product Analysis
Top performers & margins
Regional Insights
Geographic performance
Integrations
Connect everything. REST APIs, webhooks, and OAuth for seamless system integration.
API-First Architecture
Build custom integrations with our REST/GraphQL endpoints and real-time webhooks.
REST & GraphQL
Modern API endpoints for every module
Real-time Webhooks
Instant sync across all systems
OAuth 2.0
Secure token-based authentication
Webhook Events
Receive instant notifications for order.created, payment.received, stock.low
SDK Libraries
Ready-to-use libraries for Node.js, Python, PHP
Microfrontend Ready
Headless ERP setup for custom frontend integrations
Integration Features
REST API
CRUD operations
GraphQL
Flexible queries
Webhooks
Real-time events
OAuth 2.0
Secure auth