Leads
Keep potential customer details in a clear record for follow-up.
Customer Relationships
Customer relationships & sales
From first interest to lasting relationships.
Leads, opportunities, sales stages, follow-ups and quotations.
Within WaliERPA feature within WaliERP for running your business.
Customer Relationships
Every opportunity deserves attention
From first step to outcome
Capture interest
Add the lead and information your sales team needs.
Develop the opportunity
Set the stage and organize follow-ups and next steps.
Present the offer
Prepare the quotation and follow the opportunity with the customer.
Customer Relationships
Details that give you more control
Bring sales opportunities and team follow-ups into WaliERP. Record a lead, identify the opportunity stage and follow the next action and its related quotation.
Sales opportunities
Organize opportunities and follow their position through the sales journey.
Sales pipeline
See opportunities across stages to identify where your team should focus.
Follow-ups
Record follow-up activities and next steps for the customer or opportunity.
Quotations
Follow a quotation in the context of the opportunity and customer need.
Customer relationships & sales
Built around the way you work
- Sales teams
- Businesses that sell through quotations
- Teams following multiple opportunities
Bring your business together in WaliERP.
Create your account, add your business and choose the plan that fits.