Sales / CRMA pipeline that flows straight into billing. Track deals from first touch to paid invoice — sharing the very same customers and contacts as Finance.
Track every deal from first touch to paid invoice on the same customer records Finance uses. A won deal becomes an invoice and an AR entry in one click.
Set monthly or annual targets per salesperson or per team, then watch achievement map against them in real time. Formula- and slab-based incentives compute automatically and push straight to payroll.
One pipeline from first touch to paid invoice — on the very same customer records Finance uses.
Capture, source, qualify and convert to deals.
Kanban stages with weighted values and a conversion funnel.
One shared customer master with Finance.
Line-item quotes with tax that convert to invoices.
A won deal becomes an AR invoice in one click.
Lead → qualified → won analytics and win rate.
Per-rep and per-team targets with leaderboards.
Formula-based commissions, pushed into payroll.
A collector portal with comments, promise-to-pay dates and next-action follow-ups per customer.
Collection status and notes flow into ageing analysis and IFRS 9 ECL provisioning.