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Sales CRM

Track leads, manage deal pipelines, generate professional quotes, and never miss a customer follow-up.

Included in Platform Plans — unlock Sales with your Starter or Standard subscription.

What is Sales CRM?​

Sales CRM is an opportunity and pipeline management tool designed specifically for physical businesses and SMEs. It bridges the gap between walk-in customer inquiries, online booking leads, high-ticket quotations, and repeat sales. With a visual deal pipeline, automated daily action agendas, and integrated quote generation, your sales team always knows who to call today and what deals are ready to close.

Key Capabilities​

  • Opportunity & Lead Tracking: Create and manage sales opportunities linked directly to customers in your Customer Registry.
  • Visual Deal Pipeline: Track opportunities across customizable stages:
    • New Inquiry — Initial customer inquiry or referral.
    • Opportunity Qualified — Requirements gathered, budget discussed.
    • Quote Sent — Official proposal/estimate delivered to customer.
    • Negotiation — Finalizing terms, packages, or discounts.
    • Won 🎉 — Deal agreed and ready for checkout.
    • Lost — Opportunity closed with categorized lost reasons.
  • Daily Follow-Up Agenda: A prioritized daily task dashboard highlighting:
    • Overdue follow-up calls.
    • Quotes awaiting customer reply.
    • High-value deals closing this week.
  • Professional PDF Quote Generator: Build itemized quotes with custom line items, salon/service packages, retail products, tax breakdowns, and download formatted PDF estimates.
  • Won/Lost Reason Analytics: Record why deals were won or lost to optimize pricing, service offerings, and sales tactics.
  • Customer Timeline Integration: View complete chronological touchpoints for any client — past appointments, billing history, memberships, and active sales opportunities.

Daily Workflow — From Lead to Closed Sale​

1. Capturing a Lead or Inquiry​

  1. Open Sales from the Partner Portal sidebar.
  2. Click + New Opportunity.
  3. Select an existing client from Customer Registry or enter a new customer contact.
  4. Enter the opportunity title (e.g., Bridal Makeover Package, Corporate Grooming Contract), estimated value, and expected close date.
  5. Assign a lead owner / team member.

2. Planning the Next Follow-Up​

  1. Set the Next Follow-up Date & Time on the opportunity card.
  2. Add call notes or customer preferences.
  3. The opportunity will automatically surface on the Daily Follow-Up Agenda when the action date arrives.

3. Generating a Quotation​

  1. On the opportunity detail page, click Create Quote.
  2. Add line items from your service catalog or enter custom line items with unit prices and quantities.
  3. Apply applicable taxes (e.g. GST) or promotional discount terms.
  4. Click Generate PDF to download and send the estimate directly to the customer via email or WhatsApp.
  5. The deal stage automatically updates to Quote Sent.

4. Closing the Deal & Billing​

  1. When the client confirms, mark the deal as Won.
  2. Raise the GST invoice in Invoices, then link it to the won opportunity.
  3. If the deal is lost, select a Lost Reason (e.g., Price Too High, Competitor, Postponed) for future conversion reporting.

The Daily Follow-Up Agenda​

The Daily Follow-Up Agenda ensures no inquiry is forgotten:

TabWhat it displaysRecommended Action
Due TodayCalls and follow-ups scheduled for the current dayCall or message customer before end of day
OverdueUnresolved actions past their scheduled follow-up dateHigh priority — reach out immediately or reschedule
Awaiting ReplyQuotes delivered where customer response is pendingCheck in on quote review status
Closing SoonOpportunities with expected close dates this weekFinalize contract terms and payment

Product Integrations​

Sales CRM works harmoniously with other Oflync modules:

  • Customer Registry + Sales: Unified client directory — see customer appointment history, loyalty memberships, and sales opportunities on a single timeline.
  • Sales + Invoices: Link won opportunities to the invoice you raised so revenue is traced end to end.
  • Sales + Staff Management: Assign opportunities to specific stylists, store managers, or sales executives and track individual conversion metrics.

Tips for Higher Conversion​

Set Immediate Follow-Up Actions

Always schedule the next follow-up date as soon as you finish speaking with a lead. Opportunities with active follow-up dates convert 40% faster than untracked leads.

Analyze Lost Reasons Regularly

Review your lost-deal reasons at the end of each month under Sales Analytics. If Price Too High dominates, consider packaging services with Membership Discounts or promotional bundles.