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πŸ’Ό Sales & CRM

Stop Losing Orders Between Sales and Production.

From first enquiry to paid invoice β€” manage your entire sales cycle and connect directly to production. No spreadsheets, no lost orders, no missed deadlines.

Sales Pipeline
Quotation
8
€42k
Negotiation
3
€28k
Won
12
€156k
AB Furniture
SO-1042
€8,400
Shipped
UAB MetalWorks
SO-1043
€12,200
In Production
MedΕΎio Pasaulis
SO-1044
€3,600
Quotation
Common Problems

The Handoff Problem Is Real

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Orders get lost in email

Sales takes an order over email or phone. It sits in someone's inbox for days before production even hears about it.

❓

"When can we deliver?"

Your sales team can't give accurate delivery dates because they don't know the production schedule or current stock levels.

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Double data entry everywhere

The same order gets typed into multiple spreadsheets. Mistakes happen. Customers get the wrong information. Returns and disputes follow.

Features

Your Entire Sales Cycle in One Place

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Quotations & Sales Orders

Create professional quotations in seconds, convert them to sales orders with one click, and automatically trigger production when stock is insufficient.

  • βœ“ Branded PDF quotations
  • βœ“ One-click order confirmation
  • βœ“ Price lists & discounts
  • βœ“ Multi-currency support
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Customer Management

Keep a complete history of every customer interaction β€” orders, communications, credit terms, and payment history β€” all in one place.

  • βœ“ Customer profiles & history
  • βœ“ Credit limit management
  • βœ“ Payment term tracking
  • βœ“ Customer-specific pricing
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Sales Pipeline Tracking

Manage your sales pipeline with a Kanban-style view. Track every opportunity from lead to closed deal and forecast revenue with confidence.

  • βœ“ Kanban pipeline view
  • βœ“ Revenue forecasting
  • βœ“ Lead scoring
  • βœ“ Activity reminders
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Order-to-Production Flow

Sales orders automatically check stock availability and trigger production orders for items that need to be manufactured. No manual handoffs between departments.

  • βœ“ Auto production triggering
  • βœ“ Availability check on order
  • βœ“ Delivery date calculation
  • βœ“ Cross-department visibility
🚚

Delivery & Shipping

Generate delivery orders, manage shipping routes, and track outbound shipments. Send customers automated status updates when their order ships.

  • βœ“ Delivery order generation
  • βœ“ Partial deliveries support
  • βœ“ Shipping label printing
  • βœ“ Customer status emails
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Invoicing & Payments

Generate invoices directly from sales orders. Track payment status, send reminders for overdue invoices, and reconcile payments with your bank.

  • βœ“ One-click invoicing
  • βœ“ Payment status tracking
  • βœ“ Overdue reminders
  • βœ“ Bank reconciliation link
Order Flow

Lead to Invoice β€” Fully Automated

01

Lead Captured

New enquiry comes in via web form, email, or phone. Lead is created in the CRM.

02

Quotation Sent

Sales team prepares a professional quotation with pricing and delivery terms.

03

Order Confirmed

Customer accepts the quote. One click converts it to a confirmed sales order.

04

Production Triggered

ROZZ checks stock. If needed, a production order or purchase order is created automatically.

05

Delivery Dispatched

Warehouse picks and ships the order. Customer receives automated tracking notification.

06

Invoice & Payment

Invoice is generated and sent. Payment is tracked and matched automatically.

Works Seamlessly With

Connected to Every Department

🏭

Production & MRP

Sales orders flow directly into production planning.

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Inventory & Warehouse

Stock availability is checked in real time on every order.

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Accounts & Finance

Invoices sync automatically to accounting. No double entry.

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Try Sales & CRM Free for 30 Days

No credit card. Full access. Set up in minutes.

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