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Sales & CRM — Overview

The Sales module takes a deal from first contact to a confirmed order — with AI helping you draft quotes and chase quiet leads.

Who can use Sales

Sales Executive, Company Admin and Super Admin. Sales Executives land on the Sales Dashboard at login. The CRM module must be on; Quote Studio and Follow-ups additionally need the AI Suite.

📷 Screenshot spot — capture this screen and save it as static/img/screenshots/sales-overview.png, then replace this whole box with the single line:
![Sales Overview: Lead to Cash](/img/screenshots/sales-overview.png)

The lead-to-cash journey​

Lead (CRM Pipeline) ─── Convert to Quotation ──┐
Customer enquiry ────── Quote Studio (AI) ─────┤
Manual ─────────────── New Quotation ──────────┼──▶ QUOTATION (Draft)
BOM ────────────────── Create Quotation ───────┘        │ add line items
                                                        │ Confirm
                                                        ▼
                                                    CONFIRMED ── Convert to SO ──▶ SALES ORDER
                                                        │                             │
                                              (emailing marks it SENT)      BOM check → production
                                                                                      │
                                                                            dispatch → invoice → payment

Four ways a quotation is born:

  1. From a CRM lead — click Convert to Quotation on a pipeline card.
  2. From Quote Studio — paste a customer enquiry (text, photo or drawing) and let the AI draft it.
  3. Manually — New Quotation on the Quotations page.
  4. From a BOM — the BOM Generator's Create Quotation button, with all charges and margin carried over.

The screens at a glance​

ScreenWhat it's for
Sales DashboardKPIs, monthly target progress, mini-pipeline, recent quotations, customer quick-search.
CustomersThe customer master — companies, contacts, sites, GSTIN, terms.
CRM PipelineDrag-and-drop lead board across 8 stages, with lead → quotation conversion.
QuotationsCreate, edit, confirm, print, email and convert quotations.
Quote Studio (AI)Customer enquiry in → draft quotation out.
Sales OrdersConfirmed orders, material readiness, status tracking, order timeline.
Follow-ups (AI)The agent that chases leads going cold — with your approval.

Five rules of the road​

  1. A customer must exist before a quotation (lead conversion and Quote Studio can create one for you).
  2. A quotation needs at least one line item before it can be confirmed.
  3. Only a Confirmed quotation can become a Sales Order. Only Draft quotations are editable.
  4. Emailing a quotation automatically marks it Sent.
  5. A sales order needs a linked BOM before material planning and production can start.

Document numbers reset yearly: QT-2026-0001 → SO-2026-0001 → INV-2026-0001.