CRM
Customer, contact, lead, opportunity, and activity records.
Sales pipeline and relationship context for commercial follow-up.
Customer history connected to orders, service, credit, and receivables.
Inteacc ERP area
Sales
CRM, sales orders, promotions, sales forecasts, after-sales service, pricing, fulfillment, invoicing, and receivables context.
Business value
Give commercial teams a reliable view of customers, orders, promotions, forecasts, service obligations, fulfillment status, and credit exposure.
CRMSales ordersSales promotionsSales forecastAfter-sales-service
Modules included
Sales modules and core features.
This section expands the functional-area scope into the specific modules and core features that buyers and implementation teams usually review.
Sales orders
Quotation, order capture, pricing, discount, and approval support.
Fulfillment, delivery, invoice, and receivable handoff visibility.
Order status tracking connected to inventory and customer credit.
Sales promotions
Promotion, scheme, discount, and eligibility setup.
Approval controls for commercial offers and special pricing.
Promotion performance context across orders and customer activity.
Sales forecast
Forecast versions, quantities, periods, and demand assumptions.
Variance visibility between forecast, order, stock, and delivery status.
Forecast signals for planning, procurement, and manufacturing alignment.
After-sales-service
Service requests, warranty context, returns, and complaint follow-up.
Resolution tracking with customer, product, and order history.
Service visibility connected to quality, inventory, and receivables.
Key workflows
Move customer demand from CRM, forecast, quotation, or order through approval, fulfillment, invoice, and accounts impact.
Control pricing, discounts, promotions, credit exposure, delivery exceptions, and after-sales obligations before financial posting.
Connect ERP sales records with field execution tools such as Inteacc SFA where needed.
Business outcomes
A reliable commercial record across customers, orders, promotions, forecasts, fulfillment, service, and receivables.
Clearer control over pricing, credit, returns, service exceptions, and sales commitments.
Better handoff between sales operations, warehouse, service, accounts, and management.
Related paths
Continue exploring Inteacc
Inteacc ERP→Return to the ERP overview across Dashboard, Projects, Finance, Supply Chain, Supply Chain Setup, Manufacturing, Quality Management, Sales, and Assets.Dashboard→Executive and operational dashboards for finance, projects, supply chain, manufacturing, quality, sales, assets, and exception follow-up.Projects→Project setup, budgets, commitments, procurement, cost capture, progress context, billing support, and variance visibility.