Odoo · Sales & CRM
Stop losing orders in WhatsApp threads.
Enquiries, quotations, and follow-ups in one place, with every order connected to the stock and the invoice behind it.
Replaces WhatsApp order listsQuotation Excel filesSeparate CRM tools
See it working
The screens your team will use every day.
Opportunities by stage with expected revenue, the salesperson and the next activity on each card.
A quotation with HSN-coded products and the right GST on every line, ready to send or confirm.
Every order with its salesperson, total and invoice status — what is left to invoice is a filter away.
What you get
From first enquiry to paid invoice.
- 01
Every enquiry lands in one list
Leads from your website, email and phone sit in one pipeline. Nothing stays in a personal chat.
- 02
Quotes with the right rate
Price lists apply the correct rate and GST for each party. Send the quote as a PDF and get it approved online.
- 03
Order, delivery, invoice
An approved quote becomes a sales order, a delivery challan and an invoice. Stock is reserved the moment the order is confirmed.
- 04
Follow-ups that do not slip
Each deal carries its next action and its full history, on the record rather than on a phone.
How an order moves
Four steps, one record.
- 1
Enquiry
However it arrives, it is logged against the party with a source, an owner, and a next action.
- 2
Quotation
Built from your price list, with your terms and tax layout, and approved online by the customer.
- 3
Sales order
Approval converts the quote and reserves stock, so two salespeople cannot promise the same material.
- 4
Invoice
Raised against the delivery, posted to accounts, and visible in ageing the same day.
One database
Sales & CRM is connected to the rest.
Same records, same stock, same books — nothing to sync, export or re-enter.
Part of the setup for ManufacturingTrade & DistributionRetail & POSHealthcareTravel
How you pay
Yours to keep, paid once.
One fixed fee
For the whole implementation, quoted after the demo.
No per-user cost
5 users or 500 — the price is the same.
Your own server
Every key handed over. No lock-in.
Questions
Sales & CRM questions we get first.
Our orders come over WhatsApp and phone. Does that fit?
Yes. Orders are entered once against the party record, so the enquiry, the quote and the invoice stay linked no matter how the order arrived.
Can we keep our current quotation format?
Yes. Quotation and invoice templates are built to match what you send today, including your terms, branding and tax layout.
Can we set different rates for different parties?
Yes. Price lists handle party-specific and quantity-based rates, so dealers and direct buyers can be billed differently without manual edits.
What happens to deals when a salesperson leaves?
They stay. Activity history, quotes and next actions sit on the deal record, so the pipeline transfers to whoever picks it up.
Put one week of enquiries through it.
Message us on WhatsApp. Bring a real quotation and a real customer, and we will run them through the pipeline in front of you.
Message us on WhatsAppor call +91 96259 10902 · book a demo