The Sales Management App manages leads, accounts, contacts, sales opportunities, quotes, orders, tasks, and customer cases in one integrated system.
Summary of the App features:
- Dashboard Analytics - View real-time KPIs including monthly/daily sales, pending quotes, order status, sales by product, and employee performance.
- Lead Management - Capture, qualify, score, and assign leads. Convert qualified leads to accounts and contacts.
- Account & Contact Management - Store customer profiles with company details, hierarchical relationships, territory assignments, and complete interaction history.
- Sales Pipeline - Track opportunities through customizable stages with probability forecasting, deal values, competitor tracking, and win/loss analysis.
- Quote Management - Generate quotes from product catalog with pricing rules, discount approvals, version control, and convert accepted quotes to orders.
- Order Processing - Create and track orders with line items, fulfillment status, invoice generation, and payment tracking.
- Task Management - Create, assign, and track sales activities with due dates, priorities, and links to related leads, accounts, or opportunities.
- Case Management - Handle customer support requests with categorization, priority levels and resolution.
Customize for Your Business:
Use this app as a foundation to build your ideal sales system:
- Modify workflows, forms, and approval processes to match your sales methodology
- Add custom fields for industry-specific data (contract terms, compliance requirements, technical specs)
- Configure dashboards and reports for your specific KPIs and metrics
- Integrate Joget with external systems (email platforms, accounting software, marketing automation, ERP systems)
