Sales Module

Sales Pipeline, End to End

The Sales module tracks every interaction from first contact to closed deal, with pipeline management, commission calculations, and campaign ROI analysis.

Core Objects

Leads — Capture and qualify prospects:

• Multi-channel lead capture (web forms, email, phone, events)
• Automatic lead scoring based on configurable criteria
• Lead source and campaign attribution
• Duplicate detection and merging
• Lead assignment rules by territory, product, or round-robin

Accounts — Customer relationship management:

• Company profiles with hierarchy (parent/subsidiary)
• Contact management with role tracking
• Interaction history across all touchpoints
• Credit limit and payment terms
• Account health scoring

Opportunities — Deal tracking and forecasting:

• Stage-based pipeline (Qualification → Proposal → Negotiation → Closed)
• Probability weighting for revenue forecasting
• Competitor tracking and win/loss analysis
• Activity timeline with task management
• Revenue scheduling for complex deals

Proposals — Professional document generation:

• Template-based proposal creation
• Dynamic pricing with discount rules
• Version tracking and comparison
• Client review portal with e-signature
• Approval workflow for discount authorization

Contracts — Sales agreement management:

• Auto-generate from approved proposals
• Terms and conditions library
• Renewal tracking with automated reminders
• Amendment workflow for contract changes

Commissions — Sales incentive management:

• Tiered commission structures
• Split commissions for team sales
• Override commissions for managers
• Automated calculation upon deal closure
• Commission statements and payment tracking

Campaigns — Marketing campaign management:

• Campaign planning and budgeting
• Lead attribution tracking
• ROI calculation by campaign
• Multi-channel campaign execution
• A/B testing results tracking

Lead Rating

Automatic lead scoring based on:

• Company size and industry match
• Engagement level (website visits, email opens, content downloads)
• Budget indication and timeline
• Decision-maker involvement
• Geographic and demographic fit

Pipeline Management

• Visual Kanban board with drag-and-drop
• Pipeline velocity metrics
• Conversion rates by stage
• Weighted forecast reporting
• Stale opportunity alerts