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.
Free consultation · Fixed-scope quote · Transparent per-user pricing
If this is your sales desk
The pipeline lives on five phones.
Enquiries arrive everywhere
WhatsApp, a phone call, a form, a walk-in. None of them land in the same list, so nobody can say how many are open.
Quotes are built from an old file
Someone copies last month’s quotation, edits the rates, and hopes the GST is right. Two people quote the same party differently.
Follow-ups depend on who remembers
A deal goes quiet for three weeks and nobody notices until the party buys elsewhere.
When a salesperson leaves, so does the pipeline
The history was in their chats and their head. The replacement starts from nothing.
What you get
From first enquiry to paid invoice.
Every enquiry lands in one list
Leads from your website, email and phone sit in one pipeline. Nothing stays in a personal chat.
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.
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.
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.
Enquiry
However it arrives, it is logged against the party with a source, an owner, and a next action.
Quotation
Built from your price list, with your terms and tax layout, and approved online by the customer.
Sales order
Approval converts the quote and reserves stock, so two salespeople cannot promise the same material.
Invoice
Raised against the delivery, posted to accounts, and visible in ageing the same day.
How we implement it
How we set up your sales process.
Replaces
Map how you actually sell
Where enquiries come from, who approves a discount, what your quote has to show. We write it down before configuring anything.
Build the pipeline around it
Stages, approval limits, price lists and quotation formats match your process, not a default one.
Connect it to stock and books
Orders reserve inventory and raise invoices, so sales, the godown and accounts stop disagreeing.
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.
Book a free demo. Bring a real quotation and a real customer, and we will run them through the pipeline in front of you.