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CRM & Sales Management

Boost Customer Relationship and Accelerate Sales

SoSME ERP’s CRM & Sales Management module empowers your team to manage the full sales lifecycle — from lead generation and customer engagement to quotations, contracts, and closing deals — all in one integrated system.

01

Customer Relationship Management (CRM)

  • Lead Qualification                                                                Capture leads from multiple channels and score  based on interest level, source, demographics, or custom criteria.

  • Assignment & Ownership
    Automatically assign leads to sales reps based on territory, product line, or round-robin logic. Assign status tags such as New, Contacted, Qualified, or Disqualified  

  • Activity & Task Management
    Schedule calls, meetings, and follow-ups with reminders and calendar integration to ensure timely customer interactions.

  • Sales Pipeline & Opportunity Tracking
    Visualize and manage deals through customizable sales stages to forecast revenue and prioritize efforts.

  • Campaign Management
    Plan, execute, and track marketing campaigns with ROI analysis and targeted customer segmentation.

  • Integration with Sales, Finance & Support
    Connect CRM data seamlessly with sales orders, invoicing, and customer service for a 360° customer view.

02

Sales Management

  • Quotation & Proposal Creation
    Quickly generate professional sales quotes with pricing, discounts, taxes, and terms. Convert approved quotes into sales orders seamlessly.

  • Contract Creation & Management
    Create and manage sales contracts directly within the sales workflow. Use customizable templates with standardized clauses to ensure consistency and legal compliance.

  • Sales Order Processing
    Manage orders with real-time inventory checks, fulfillment tracking, and order status updates.

  • Invoicing & Billing Integration
    Convert sales orders and contracts into invoices, integrated with Accounts Receivable and Finance for streamlined payment collection.

  • Customer Communication & Follow-up
    Track all interactions related to sales, contracts, and orders for improved customer service and relationship management.

  • Sales Analytics & Reporting
    Gain insights on sales performance, contract statuses, revenue forecasts, and order trends with customizable dashboards and reports.

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