Open Site Navigation

Sales Management

Understand the entire customer lifecycle from lead generation all the way through product support upon delivery. Understand where and how leads are generated into the pipeline, delegate tasks amongst the sales force and ensure customer satisfaction throughout the entire lifecycle with the help of the automation engine.

Sales Orders

Easily convert quotes in the pipeline to sales orders whether they be off-the-shelf goods or made-to-order goods. Based on customer payment history and status, delivery blocks and workflows can be decided to give preference to key customers and order importance.

Blanket Orders

Take advantage of quantity and price discounts using blanket orders. Masterplan ERP software also has the capability to generate advanced shipment notifications to customers, so they are aware of delivery and the goods within each respective shipment.

Shipping

Once product is in stock, pick lists are generated to be fulfilled. Grouping orders and drop-shipping are additional options that can be completed through the software at the time of shipping.

Quotes

Quotes can be created from manufacturing time and materials estimates or from master records based on past orders. Detailed information can be tracked such as lead source, stage of the customer lifecycle, loss reason and more.

Custom Fields

Custom fields can be created using our API to display dashboards that report relevant information to our business and the metrics you deem important for your goals. See more in Developers section.

Forecast

Integrate your sales forecasts with your MRP workbench to more accurately predict product demand and adjust production levels accordingly.

Get a Quote
Request a Demo

Ready to get started?

Add a Title

Manufacturing

Add a Title

Add a Title

Add a Title

Add a Title

Add a Title

Add a Title

Add a Title

Our Other Products

Let's Talk

Want to learn more?

Connect with agent to get demo, estimate or an evaluation on your specific organizational or task needs.

Ready to get started?