SwipfeERP Sales Module

Empower your sales team with intelligent automation, real-time dashboards, customer profiling, and seamless quotation-to-order workflows.

Sales Illustration

Core Sales Features

dashboard

Sales Dashboard

Live KPIs, conversion tracking, and sales funnel monitoring.

local_shipping

Courier Ledger

Track shipments, logistics expenses, and courier history in one place.

phone_in_talk

Customer Follow-up

Automated reminders and logs for efficient lead nurturing.

person

Customer Profiles

360° view of each customer with history, preferences, and activity.

badge

Designations

Define roles, responsibilities, and approvals for your sales hierarchy.

location_on

Destination

Manage delivery locations, customer addresses, and route optimization.

question_answer

Enquiry

Record, categorize, and track sales enquiries seamlessly.

place

Pincode List

Service coverage mapping with area-wise pincode management.

description

Quotation

Create professional quotations with auto-price mapping.

follow_the_signs

Quotation Follow-up

Automated follow-ups with history tracking to close deals faster.

shopping_bag

Sales Order

Generate and track customer orders with instant confirmation.

track_changes

Sales Order Status

Real-time tracking of pending, shipped, and delivered orders.

list_alt

Terms of Delivery

Define and manage delivery policies, terms, and conditions.

Sales Workflow

Capture Enquiries

Log customer needs with automated enquiry management.

Send Quotations

Create and share proposals tailored to customer requirements.

Confirm Orders

Streamline order confirmations with automated approvals.

Track Delivery

End-to-end delivery tracking for enhanced customer experience.

Ready to Boost Your Sales?

Transform your sales journey with SwipfeERP’s powerful sales module. From enquiry to delivery—everything simplified.

Get Started