Customer 360 & Sales Pipeline
Track leads, deals, communications, interaction history and quotation-to-contract cycles with clear accountability.
Built to eliminate operational silos across growing organizations, the Integrated ERP & CRM Platform unites sales pipeline tracking, customer 360 insights, supply chain visibility, financial accounting and warehouse operations. It acts as the central nervous system for commercial enterprises, bridging front-office sales teams with back-office fulfillment, inventory ledgers, and automated compliance reporting.
Track leads, deals, communications, interaction history and quotation-to-contract cycles with clear accountability.
Monitor batch tracking, serial numbers, reorder thresholds, warehouse transfers and stock valuations in real time.
Generate tax-compliant invoices, manage accounts payable/receivable, automate recurring billing and streamline reconciliations.
Automate purchase orders, vendor evaluation, quotation comparisons, goods receipt notes (GRN) and payment schedules.
Bi-directional synchronization of masters, ledgers, vouchers and stock journals with Tally Prime and third-party accounting tools.
Gain immediate visibility into cash flow, sales margins, operational bottlenecks, team performance and inventory aging.
The architecture can be configured around the customer’s deployment, security and integration requirements.