Module Detail
End-to-end sales from lead to closed invoice. The full CRM stack (Leads, Deals, Companies, Contacts, Contracts, Tasks, Events, Visits, Calls, Emails) works together; the sales chain extends through Quote → Order → Dispatch → Invoice → Return.
Leads collected from web, trade fair, or manual entry are qualified into companies and contacts. 360° view shows invoices, orders, meetings, visits, and calls on one screen; credit limit definitions constrain sales rep authority.
Sales funnel visualized as Kanban cards with drag-and-drop stage transitions. Estimated value + close date feed the forecast; clicking Won automatically creates references to contract, quote, and order.
The end-to-end sales chain begins with the Lead (potential customer), flows through the Deal (Kanban pipeline), then converts to Quote → Order → Dispatch → Invoice. Each stage references the previous one; orders pass through approval, credit limit, and stock reservation checks. After the invoice is issued, the open amount surfaces on the customer account and automatically queues in the **Collection screen in the Finance module** — closing the order-to-cash loop. Returns are absorbed back into the system via Return Dispatch + Return Invoice rather than deletion.
Tasks tracked with Kanban + due dates, with automatic reminder emails; Events planned on the calendar (Google/Outlook sync); call logs, email archive, and on-site visit check-ins all accumulate in the customer card.
Segment-specific price matrices (B2B, B2C, VIP Dealer); the pricelist bound to a customer card overrides the default list during ordering. Official contracts stored as PDF + digital signature in DMS; a draft contract can block sales output.
Per-rep and team quotas by period (Q1, H1, annual); invoiced deals automatically fill the achievement graph. Commission calculations draw directly from this panel.
Screens shown are captured from the current Kaptan Köşkü environment.
We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
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