Lead Pipeline (CRM)
- Drag-drop stage management - Visual pipeline board with immediate stage transitions
- Multi-filter controls - Filter by pipeline, sales person, search terms, and date ranges
- Value progression tracking - Track estimates from lead to quotation/order outcomes
Sales Quotation
- Multi-currency pricing - Exchange-aware totals with automatic conversion
- Full discount stack - Line discount, order discount, coupon redemption, promotion application
- Inventory availability warnings - Real-time stock checks before finalizing quotes
Sales Invoice
- Multiple invoice modes - Standard, progress, and advance invoice types
- Retention withholding - Built-in retention management with advance recovery
- GL visibility - Direct access to accounting impact from invoice screen
Customer Management
- Complete profile governance - Identity, contacts, addresses, commercial defaults
- Credit control - Risk-aware sales decisions and exposure management
- Payment terms integration - Due profiles inherited by documents
