Sales & CRM

Sales & Customer Management

Complete sales lifecycle from lead to cash. CRM, quoting, orders, deliveries, commissions, and credit control in one integrated system.

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CRM
Dashboard
Leads
Opportunities
Customers
Contacts
SALES
Quotes
Sales Orders
Deliveries
Price Lists

Sales Dashboard

Pipeline and revenue overview

Active Leads
42
+8 this week
Pipeline Value
R 3.54M
68 opportunities
Won This Month
R 892K
+24% vs last month
Conversion Rate
34%
Lead to customer

Sales Pipeline

Lead24R 1.2M
Qualified18R 890K
Proposal12R 650K
Negotiation6R 420K
Closed Won8R 380K

Recent Activities

John Smith
Acme Corp
10:30 AM
Sarah Johnson
Tech Solutions
09:15 AM
Mike Brown
Global Trade
Yesterday
360°
Customer View
Quote→Cash
Seamless Flow
Auto
Commissions
Real-time
Credit Control

Visual Sales Pipeline

See your entire sales process at a glance. Drag deals between stages, forecast revenue, and identify bottlenecks.

LeadNew inquiry
QualifiedValidated fit
ProposalQuote sent
NegotiationIn discussion
WonDeal closed

Customer Relationship Management

Build lasting customer relationships with complete visibility into every interaction.

Lead Management
Capture, qualify, and nurture leads through your sales funnel with automated scoring and assignment.
  • Lead capture forms
  • Auto-assignment rules
  • Lead scoring
  • Source tracking
  • Conversion tracking
Account Management
Build complete customer profiles with contacts, activities, and full relationship history.
  • Customer profiles
  • Contact management
  • Relationship mapping
  • Account hierarchy
  • 360° view
Opportunity Pipeline
Visualize your sales pipeline and forecast revenue with customizable stages and probabilities.
  • Visual pipeline
  • Stage management
  • Win probability
  • Revenue forecasting
  • Deal analytics
Activity Tracking
Log calls, meetings, and tasks. Set reminders and never miss a follow-up.
  • Activity logging
  • Task management
  • Calendar sync
  • Reminders
  • Activity reports
Contact Management
Maintain detailed contact records with communication history and preferences.
  • Contact profiles
  • Communication log
  • Email tracking
  • Multiple contacts per account
  • Contact roles
Sales Analytics
Track performance with real-time dashboards, leaderboards, and custom reports.
  • Sales dashboards
  • Team leaderboards
  • Win/loss analysis
  • Pipeline reports
  • Trend analysis

Quote to Delivery

Streamlined order processing from quote creation through delivery and returns.

Quotes & Proposals
Create professional quotes with product configurations, discounts, and approval workflows.
  • Quote builder
  • Product configurator
  • Discount approval
  • Quote expiry
  • E-signatures
Sales Orders
Convert quotes to orders with inventory checks, credit holds, and order tracking.
  • Order entry
  • Inventory allocation
  • Order status tracking
  • Partial shipments
  • Back-order management
Delivery Notes
Create delivery notes, track shipments, and confirm goods delivered to customers.
  • Delivery creation
  • Shipment tracking
  • Proof of delivery
  • Partial deliveries
  • Delivery confirmation
Sales Returns
Process returns and exchanges with RMA management and restocking workflows.
  • RMA processing
  • Return reasons
  • Credit note generation
  • Restocking
  • Return analytics
Blanket Orders
Manage standing orders with scheduled releases and quantity tracking.
  • Standing orders
  • Scheduled releases
  • Quantity tracking
  • Price locking
  • Release history

Pricing & Commissions

Flexible pricing strategies and automated commission calculations to drive sales performance.

Price Lists

Manage multiple price lists with customer-specific pricing and volume discounts.

Discount Management

Configure discount rules, approval thresholds, and promotional pricing.

Commissions

Calculate sales commissions with flexible rules based on revenue, margin, or product.

Commission Rules

Define complex commission structures with hierarchies and override rates.

Territory & Credit Control

Organize your sales team with territories and protect revenue with credit management.

Territory Management

Define sales territories with geographic or account-based boundaries.

Sales Reps

Manage your sales team with quotas, territories, and performance tracking.

Credit Control

Manage customer credit limits, hold orders, and track credit utilization.

Credit Blocking

Automatically block orders when customers exceed credit limits or terms.

Quote-to-Cash Workflow

Seamless flow from opportunity through to payment collection.

1

Create Quote

Build quotes from price lists with discounts and approval routing

2

Sales Order

Convert to order with inventory allocation and credit check

3

Deliver

Create delivery notes, track shipments, confirm receipt

4

Invoice & Collect

Auto-generate invoice, track payment, calculate commission

Complete Feature List

Lead capture & scoring
Account & contact management
Opportunity pipeline
Quote generation
Sales order processing
Delivery note creation
Sales returns (RMA)
Price list management
Volume discounts
Blanket orders
Territory management
Sales rep quotas
Commission calculation
Credit limit control
Activity tracking
Email integration
Calendar sync
Sales forecasting
Win/loss analysis
Customer portal

Seamlessly Integrated

Sales connects with every module in Khula ERP

Finance

Invoices sync to AR

Inventory

Stock allocation & ATP

Purchasing

Trigger purchase orders

Reporting

Sales analytics

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