How it works
How Sales Funda® Works
We start with your business workflow — then select, configure and customize Sales Funda® solutions around how your teams actually work. Subject to requirement and technical feasibility.
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01
Understand Your Business
We learn what your organisation does, who is involved, and how work moves today — including terminology, roles and pain points.
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02
Map Your Workflow
We map the process: stages, approvals, data captured, documents produced and reports your team relies on.
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03
Select Required Solutions
You choose the Sales Funda® capabilities you need — CRM & Sales, HR & Payroll, accounts, manufacturing, inventory, service and more. You do not need every module.
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04
Configure the Application
We configure masters, roles, statuses, branches and forms so the application reflects your organisation structure.
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05
Customize Required Processes
Where needed, we adapt workflows, fields, screens, approvals, notifications and reports — within technical and commercial feasibility.
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06
Test With Your Team
Key users walk the real process on Sales Funda® screens before go-live, so gaps are caught early.
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07
Deploy
Your teams start working with an application aligned to your business process — not a rigid package everyone else is forced into.
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08
Improve & Expand
As your business changes, additional solutions and enhancements can be added where required.
The model
Customer’s business workflow → Sales Funda® application
Sales Funda® is modular business software — not only a fixed CRM or ERP package. The differentiator is adapting the application to your way of working.
Ready to walk through your process?
Tell us how your business works. We will map solutions and show how Sales Funda® can be configured around your workflow.