# Sales and CRM Software: Leads to Invoice | BeatOS ERP > Sales and CRM in BeatOS ERP: leads, quotations, sales orders, deliveries, GST invoices, schemes, credit limits, point of sale and orders from the field. URL: https://beatoserp.com/beatos/erp/selling [Home](https://beatoserp.com/beatos) / [BeatOS ERP](https://beatoserp.com/beatos/erp) / Sales & CRM 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. [Book a free demo](https://beatoserp.com/beatos#demo) See what it covers - One customer record - Prices and schemes applied - Field orders built in Sales pipeline Live Sample data 42 Open leads ₹36L Quoted ₹18L Orders 64% Win rate LD Lead · Om Sai Constructions From a site visit · next: demo Friday Qualified QT QTN-00231 · Patil Infra ₹ 1,32,160 · valid till 15 Nov Sent SO SO-00187 · Patil Infra Credit OK · dispatch Friday Confirmed IN SINV-26-00418 GST invoice with IRN Billed What 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. ### Leads and opportunities Enquiries from calls, visits, the website or trade fairs, followed through stages. - Lead sources - Opportunity stages - Follow-up reminders ### 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 CRM An enquiry from a visit, call, website or fair, assigned to a rep. Who Sales rep Updates Pipeline ### Quotation Quote Prices, schemes and terms applied from the price list. Who Sales Updates Quoted value ### Sales order Order Confirmed with a delivery date, credit limit checked, stock reserved. Who Sales Updates Reserved stock, orders booked ### Delivery Delivery note Picked and dispatched, with the e-way bill. Who Stores Updates Stock out ### Invoice and payment Sales invoice GST invoice with IRN; payment matched when it arrives. Who Accounts Updates Receivables, revenue Reports ## See what is selling, and to whom. Sales reports by customer, item, territory, rep and period. - Sales analytics trends over time - Sales funnel leads to orders - Item-wise sales what sells - Customer-wise sales who buys - Territory and rep performance targets vs actual - Pending sales orders to deliver - Delivered items to be billed unbilled deliveries - Quotation trends won and lost Targets vs actual · sample data October | 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 Tell us how you work today and we will show it set up in BeatOS ERP. [Talk to us →](https://beatoserp.com/beatos#demo) **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. [Book a free demo](https://beatoserp.com/beatos#demo)[See all of BeatOS ERP](https://beatoserp.com/beatos/erp)