Sales Management Module | Project Metric

A comprehensive system for managing the entire sales cycle — from registering leads to preparing quotations and closing contracts — with direct integration to projects and payment scheduling.

Features:

Register leads and track the status of each sales opportunity (Leads & Opportunities).

Create professional, customizable quotations.

Automatically convert quotations into actual sales contracts.

Link contracts to project phases (WBS) and schedule payments.

Issue invoices based on actual completion percentages.

Track contract status (Active – Completed – Pending).

Profitability analysis for each contract or client.

Detailed reports on sales performance and targets.

Automated alerts for collection dates and receivables.

Direct integration with CRM, Finance, and Projects.

Competitive Advantages:

User-friendly sales interface with flexible customization.

Instant linkage with actual project progress.

Profitability analysis based on time, cost, and payments.