Orders, Estimates & Full Sales Operations
Full sales operations: orders, estimates, payment tracking and revenue analytics — all connected to your CRM contacts, deals and invoice system.
Sales Management extends the CRM pipeline into a complete order management system. Generate estimates for prospects, convert accepted quotes to orders, track payment milestones and monitor your revenue in real time. Every order is linked to a CRM contact and deal, giving sales managers complete visibility from first conversation to final payment. Revenue dashboards show pipeline value, conversion rates and team performance at a glance. Commission tracking lets you reward top performers accurately. Designed for product and service businesses that need more than a CRM but less than a full ERP.
The CRM manages relationships and pipeline stages. Sales Management handles the transactional layer — orders, estimates and payments that come after a deal is agreed.
It is currently in active development. Sign up for early access to be notified at launch.
Yes. Completed orders will flow automatically into the Invoicing & Payments module.
Sales Management connects natively with these modules — install them together for the full automated workflow.
We are building Sales Management right now. Enter the platform to see what is live today — and get notified the moment this launches.