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
ILLUSTRATIVE · NOT REAL FIGURES
6 areas. Pick one.
Four steps, in order.
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.
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.
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.
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.
Everything you can create.
Ship with it, not commissioned.
The switches that shape it.
Next step