Sales Management Software from Lead to Invoice
Leads, quotations, sales orders and invoices with multi-tier pricing, credit limits, split billing and commissions.
For sales teams that quote, ship in parts and bill against credit terms.
- LeadCaptured
- QuotationSent
- Sales orderConfirmed
- ShipmentMulti-shipment
- InvoiceSplit / partial
- PaymentReceived
Sales Management capabilities
Capabilities are activated per module, so you enable what your business uses.
Sales management
- Leads, opportunities and quotations
- Sales orders and invoices
- Multi-tier pricing and credit limits
- Multi-shipment, split and partial invoicing
- Order tracking
- Sales commissions and incentives
Pricing, credit and pending orders in one view
| Customer | Tier | Credit limit | Used | Order |
|---|---|---|---|---|
| Trader A | Tier 1 | ₹5,00,000 | 62% | Partial invoice |
| Trader B | Tier 2 | ₹2,00,000 | 88% | Credit hold |
| Trader C | Tier 1 | ₹8,00,000 | 31% | Shipped |
Works together with
CRM
Capture leads from every channel, score them, run the pipeline and support customers with SLA-based ticketing.
Learn more →Inventory Management
Track stock across warehouses, bins, batches and firms, with expiry handling, reorder levels, reconciliation…
Learn more →GST Billing
Issue GST-compliant invoices with e-invoicing, TDS/WHT, separate tax identities per firm and firm-wise…
Learn more →Wholesale
Manage tiered pricing, credit limits, split shipments and multi-warehouse stock for trading businesses.
Learn more →See Trezant on your own workflow.
Tell us about your business and we will walk through the modules that fit.