CRM & Sales
Win the deal - and keep the record for everything that follows.
Sales Funda® CRM is not a pipeline silo. From one enquiry, your team can move to quotation, proforma or sales order in the order the deal needs - then tax invoice and delivery challan - without rebuilding the customer file. SF Astra is an AI assistant for the same Sales Funda® account, inside the same user rights.
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.
- 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. Accounts follows overdue invoices from the same organisation.
Simplified public diagram. Real deals may take different routes; documents recombine into TI and DC.
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.
Is there only one path: Enquiry → Quotation → Order?
No. That is one common path, not the only reality. Teams can start with proforma or sales order when the deal needs it - while staying on one customer record.
Is Sales Funda® only a CRM?
No. CRM & Sales is where the commercial story starts. The same system carries it on into billing, purchase, inventory, expenses, delivery, installation, service and AMC.
Example: equipment dealer in Pune
Sales raises an enquiry, sends a quotation, collects advance on proforma, confirms a sales order, then issues tax invoice and delivery challan - purchase and installation continue on the same organisation.
Enquiry details - what the customer asked for
Quotation linked to the same organisation
Sales order that drives fulfilment
Tax invoice on the commercial chain
How this connects
Continue the business journey
See CRM & Sales in a live demo
We will walk enquiry → quotation → order → invoice on real Sales Funda® screens.