Core Module Specs

Sales Pipeline & Customer Lead Management Software

Convert more opportunities into revenue. Vittayo links your sales pipeline, quotations, customer communications, and purchase histories in one unified CRM layout.

Core Use Cases

  • 1Tracking deal pipelines across field representatives in Punjab and Haryana.
  • 2Analyzing quotation win rates to optimize competitive pricing strategies.

Features & Benefits

Discover how Vittayo elevates your business workflow.

Visual Pipeline Board

Monitor deal progress from lead capture and quote submission to final closing stages in a Kanban view.

One-Click Progression

Convert lead inquiries into quotations, quotations to sales orders, and orders to final tax invoices instantly.

Sales Commission Logs

Define rules for commission calculations based on invoices raised or payments received for sales reps.

Territory Targets

Assign sales personnel to specific regions and track target vs actual sales volumes on active dashboards.

Frequently Asked Questions

Can sales orders block inventory allocation?

Yes, you can configure the system to reserve inventory when a sales order is confirmed.

Does CRM sync with the main ledger?

Yes, customer records link directly into receivables, meaning sales reps see credit limits in real time.

Ready to streamline your Sales Pipeline & Customer Lead Management operations?

Schedule a call with our implementation experts today and configure Vittayo for your unique requirements.