CRM pipeline
See pipeline health, stuck deals, and team activity without leaving the workspace.
Modules
Sales ERP
Quote-to-cash with CRM, orders, and fulfillment visibility.
Sales Overview
Search…Live
Pipeline
₹18.6L
+12.4%
Won MTD
₹6.2L
+8.1%
Open quotes
24
+1.2%
Conversion
28%
+4.6%
Bookings Trend
Pipeline by Stage
- Qualify34%
- Proposal28%
- Negotiation22%
- Closed16%
Top Deals
- Acme Corp₹2.1L
- Nova Retail₹1.4L
- BlueLine₹96K
- Orbit Ltd₹84K
Monthly Wins
POSLive
Search products
Soft DrinksBeveragesSnacks
×2
Cola 500ml
₹40
/pcs
Stock 48 · ₹80
2
×1
Chips 50g
₹20
/pcs
Stock 32 · ₹20
1
×1
Milk 1L
₹56
/pcs
Stock 18 · ₹56
1
×1
Bread loaf
₹34
/pcs
Stock 12 · ₹34
1
4 items · Qty 5Tax incl.
Total
₹190
Product screens
Sales ERP — laptop & POS checkout
Desktop shows a live sales ERP workspace; the phone shows a live POS checkout.
Laptop · salesPhone · POS
Sales Overview
Search…Live
Pipeline
₹18.6L
+12.4%
Won MTD
₹6.2L
+8.1%
Open quotes
24
+1.2%
Conversion
28%
+4.6%
Bookings Trend
Pipeline by Stage
- Qualify34%
- Proposal28%
- Negotiation22%
- Closed16%
Top Deals
- Acme Corp₹2.1L
- Nova Retail₹1.4L
- BlueLine₹96K
- Orbit Ltd₹84K
Monthly Wins
sales
CRM Overview
Search…Live
Leads
142
+12.4%
Qualified
38
+8.1%
Win rate
32%
+1.2%
Follow-ups
16
+4.6%
Lead Inflow
Sources
- Web38%
- Referral27%
- Events20%
- Partners15%
Hot Accounts
- SummitToday
- GreenFieldThu
- Orbit LtdFri
- HelixNext
Activities
crm
Inventory Overview
Search…Live
On hand
12,480
+12.4%
Warehouses
6
+8.1%
Reorder SKUs
9
+1.2%
Fill rate
96%
+4.6%
Stock Movement
By Warehouse
- WH-A34%
- WH-B25%
- WH-C22%
- WH-D19%
Low Stock
- SKU-114012 left
- SKU-88218 left
- SKU-40124 left
- SKU-22031 left
Inbound / Outbound
inventory
- 1
Configure workspace
- 2
Enable Sales ERP
- 3
Import master data
- 4
Go live with team
Capabilities
Core workflows included with this product — ready for multi-tenant configuration.
Quotations
Generate branded quotes with pricing rules, validity, and one-click conversion.
Sales orders
Confirm orders with stock check, delivery promises, and downstream fulfillment.
Invoicing
Issue GST-ready invoices linked to orders, with credit notes, e-invoice hooks, and aging views.
Key benefits
- Unified customer view
- Faster order cycles
- Revenue tracking
FAQs
How quickly can we deploy Sales ERP?
Most teams start with a guided trial workspace. Module rollout depends on data migration scope and user training.
Is this included in all plans?
Core capabilities are available on Growth and Enterprise. Contact sales for module bundles and industry packs.
Start your 15-day free trial
Bring your business operations together with Safeltra ERP. Full access for 15 days — no payment method required to start. When the trial ends, choose a plan or stop using the workspace.
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