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VEYQON
Module · Commerce/CRM

A pipeline that ends in the same ledger.

Leads to orders on one record set. A won opportunity becomes a quotation, not an export.

6 feature areas·14 record types·No CRM-to-ERP sync

Pipeline No CRM-to-ERP sync
Lead
Opportunity
Quotation
Order
Same ledger ONE SYSTEM

ILLUSTRATIVE · NOT REAL FIGURES

Inside the module · 33 features/01

6 areas. Pick one.

Leads and prospects
Lead recordDuplicate controlProspectsConversionContacts and addressesCommunication on the record
How it runs/02

Four steps, in order.

01
Capture

An enquiry arrives from a web form, a campaign, a call, or an import. Duplicates are caught on email, ownership is assigned by rule, and the source is recorded.

02
Qualify

The lead becomes an opportunity with items, a value, a stage, and an expected close date — and every email and call on it threads onto the record.

03
Propose

A quotation is raised from the opportunity, priced from the customer's list with the applicable rules, and revised as many times as the negotiation takes.

04
Convert

Won becomes a sales order against a customer that now exists, with the campaign, source, and sales team carried through to the revenue it produces.

The records · 14 types/03

Everything you can create.

LeadProspectOpportunityQuotationCustomerContact / AddressCampaignEmail CampaignLead SourceSales StageAppointmentCall LogContractSales Person / Territory
Reports · 12/04

Ship with it, not commissioned.

Sales Pipeline AnalyticsSales FunnelLead DetailsOpportunity Summary by Sales StageLost OpportunityFirst Response Time for OpportunityCampaign EfficiencyLead Owner EfficiencyProspects Engaged But Not ConvertedTerritory-wise SalesInactive CustomersQuotation Trends
Settings/05

The switches that shape it.

Duplicate leads on same email
Blocked, or permitted
Auto-create contact on lead
On, so the contact exists before conversion
Close opportunity after days
A number of inactive days, then closed automatically
Campaign naming
By campaign name, or by a numbered series
Carry forward communication
History moves with the record on conversion
Lead assignment
By territory, by source, or round robin
Appointment availability
Slots and windows per day, per agent
Telephony
Connected provider logging calls against contacts

Next step

Bring one process. We will run it live.