Streamline Sales, Simplify Dispatch, and Track Every Customer Interaction
From first contact to final invoice—manage your leads, orders, and deliveries with unmatched traceability and speed.
Why Order Fulfillment Slows Without Centralized Control
Without a robust CRM system in place, manufacturing businesses often face:
Tracking Challenges
Pricing Visibility
Order Gaps
Departmental Disconnect
Communication Delays
Gain End-to-End Control Over Order Management
The CRM Module empowers teams to manage leads, track orders, and ensure timely dispatch - all from a unified platform. It bridges gaps between pre-sales, order booking, and delivery, eliminating delays and miscommunication. With SourcePro's CRM Module, you can:
- Track every lead and follow-up from a central dashboard.
- Manage quotations, order bookings, and proforma invoices with document attachments.
- Quickly convert quotations into confirmed orders without duplication or delay.
- Maintain visibility across the entire order journey—from lead to invoice.
- Instantly access sales rate and discount history per customer.
- Avoid over-discounting and missed follow-ups.
- Automatically link confirmed orders with purchase and planning modules.
- Ensure timely procurement and production aligned with actual demand.
- Allocate finished goods automatically or manually.
- Generate delivery challans and invoices with integrated e-invoice (IRN) support.
- Track dispatches and avoid partial or missed deliveries.
Order Management That Keeps Everyone on Track
Lead-to-Invoice Traceability
Faster Quotation Conversions
Integrated Purchase Planning
Accurate Discounting
Reliable Dispatch Planning
Sales Performance Visibility
Intelligence That Drives Order Management
Track team performance, customer trends, and dispatch efficiency with smart reports including:
Tired of Chasing Updates on Every Order?
Connect your presales and dispatch processes with SourcePro’s CRM Module and never lose track of a lead, order, or delivery again.Frequentlyasked questions
It provides end-to-end traceability from lead generation to final invoice, including order and dispatch details.
Yes, customer-wise sales rates and discount history are available for review before order confirmation.
Yes, confirmed orders link with planning and purchase modules for better coordination.
Reports cover leads, quotations, order history, dispatch tracking, and sales analysis.
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