Leads and opportunities
Enquiries from calls, visits, the website or trade fairs, followed through stages.
- Lead sources
- Opportunity stages
- Follow-up reminders
Sales & CRM BeatOS ERP
From the first enquiry to the paid invoice.
Leads, quotations, orders, deliveries and invoices on one customer record, with the right price, the right scheme and the credit limit checked, whether the order is taken in the office, at the counter or by a rep in the field.
- One customer record
- Prices and schemes applied
- Field orders built in
Sales pipelineLiveSample data
42Open leads
₹36LQuoted
₹18LOrders
64%Win rate
LD
Lead · Om Sai ConstructionsFrom a site visit · next: demo Friday
QualifiedQT
QTN-00231 · Patil Infra₹ 1,32,160 · valid till 15 Nov
SentSO
SO-00187 · Patil InfraCredit OK · dispatch Friday
ConfirmedIN
SINV-26-00418GST invoice with IRN
BilledWhat it covers
The whole sales cycle, in one place
The office, the counter and the field team all sell from the same items, prices and customers.
Quotations and orders
Quotations that become sales orders in one click, with delivery dates.
- Quotation validity
- Order from quotation
- Delivery schedule
Pricing and schemes
Price lists, customer-wise prices, slab discounts and free-item schemes.
- Price lists
- Pricing rules
- Promotional schemes
Credit and terms
Credit limits and payment terms per customer, checked on every order.
- Credit limits
- Payment terms
- Overdue holds
Point of sale
A counter screen for walk-in sales, with the same stock and prices.
- Counter billing
- Cash, card, UPI
- Closing by shift
Sales team and targets
Territories, sales persons, targets and commissions for partners.
- Territories
- Targets by person
- Partner commission
How it flows
One record, from enquiry to payment.
Each document is made from the one before it, so nothing is typed twice.
Lead
CRMAn enquiry from a visit, call, website or fair, assigned to a rep.
WhoSales repUpdatesPipelineQuotation
QuotePrices, schemes and terms applied from the price list.
WhoSalesUpdatesQuoted valueSales order
OrderConfirmed with a delivery date, credit limit checked, stock reserved.
WhoSalesUpdatesReserved stock, orders bookedDelivery
Delivery notePicked and dispatched, with the e-way bill.
WhoStoresUpdatesStock outInvoice and payment
Sales invoiceGST invoice with IRN; payment matched when it arrives.
WhoAccountsUpdatesReceivables, revenue
Reports
See what is selling, and to whom.
Sales reports by customer, item, territory, rep and period.
- Sales analyticstrends over time
- Sales funnelleads to orders
- Item-wise saleswhat sells
- Customer-wise saleswho buys
- Territory and rep performancetargets vs actual
- Pending sales ordersto deliver
- Delivered items to be billedunbilled deliveries
- Quotation trendswon and lost
Targets vs actual · sample dataOctober
| Territory | Target | Actual | Achieved |
|---|---|---|---|
| Pune East | ₹ 24,00,000 | ₹ 26,10,000 | 109% |
| Pune West | ₹ 18,00,000 | ₹ 15,40,000 | 86% |
| Nashik | ₹ 12,00,000 | ₹ 12,60,000 | 105% |
| Aurangabad | ₹ 9,00,000 | ₹ 7,20,000 | 80% |
Field apps
Works with the BeatOS field apps.
Reps capture leads, take orders and see customer history on the BeatOS app, on the same records.
FAQ
About Sales & CRM
Have a different process?
Tell us how you work today and we will show it set up in BeatOS ERP.
Talk to us →Is the CRM separate from the ERP?
No. Leads, opportunities and customers are in the same system as quotations, orders and invoices, so there is one customer record.
Can reps take orders in the field?
Yes. The BeatOS app takes orders on the phone with the same price lists, schemes and credit checks, even offline.
Do you have a point-of-sale screen?
Yes. A counter screen for walk-in sales, using the same items, prices and stock.
Can we run schemes and discounts?
Yes. Pricing rules handle customer-wise prices, slab discounts and free-item schemes automatically.
Can we set targets by rep or territory?
Yes. Targets by person and territory are tracked against actual sales.
BeatOS ERP
The rest of the ERP, on the same database.
See your sales cycle in BeatOS ERP.
Bring a typical order. We will show it from lead to paid invoice.