CRM & Sales — one Sales Funda® solution
Win the deal — keep the record for everything that follows.
Your sales process is unique. Sales Funda® CRM can be adapted around your lead sources, enquiry process, quotation flow, approval hierarchy, sales stages, follow-ups and reporting requirements. CRM is one business solution in Sales Funda® — not the parent of every module.
Your process
Customized Around Your Workflow
Your sales process is unique. Sales Funda® CRM can be adapted around your lead sources, enquiry process, quotation flow, approval hierarchy, sales stages, follow-ups and reporting requirements — subject to requirement and technical feasibility.
- Lead sources and enquiry capture the way your team works
- Quotation and approval paths that match your hierarchy
- Sales stages, statuses and follow-up discipline you define
- Reports that reflect how you measure the pipeline
Configured and adapted around your workflow — subject to requirement and technical feasibility.
Tell us how your business works.
Roles, approvals, data and reports you need.
Configured and customized around your workflow.
Problem it solves
Stop losing handoffs between sales and the rest of the business
When quotations live in Word, orders in Excel and invoices in another tool, purchase and service start blind. Sales Funda® keeps the commercial story on one organisation record — and can be configured around the path your deals actually take.
- Enquiry (ENQ)Capture what the customer asked for - product or service - with context retained.
- Quotation (QN)Send a professional proposal and convert when the deal moves.
- Proforma Invoice (PI)Use proforma for advance billing without breaking the chain.
- Sales Order (SO)Confirm what was ordered so fulfilment has a clear source.
- Tax Invoice (TI)Bill with GST-aware tax invoices.
- Receipts & overdueRecord cash, cheque or NEFT received against proforma or tax invoice.
Simplified public diagram. Real deals may take different routes; we configure around yours.
What becomes easier
Sales stays useful after the sale
Purchase can buy against confirmed demand. Warehouse can deliver against the same products. Service can see what was invoiced and installed — when those solutions are part of your configuration.
Is CRM the core of Sales Funda®?
No. CRM & Sales is one of the business solutions available. HR & Payroll, manufacturing, accounts and service can be selected according to your requirements.
Is there only one path: Enquiry → Quotation → Order?
No. That is one common path. Teams can start with proforma or sales order when the deal needs it — while staying on one customer record.
Can our sales stages and approvals be adapted?
Yes — configured and customized around your workflow where required, subject to technical feasibility.
Enquiry details - what the customer asked for
Quotation linked to the same organisation
Sales order on the same customer record
Tell us how your sales process works
Discuss lead sources, approvals and reporting with us — then see CRM configured around your workflow.