Customer Relationship Management
An accepted quotation becomes a sales order in one click. Nothing is keyed twice.
- 01 Lead
- 02 Qualification
- 03 Opportunity
- 04 Quotation
- 05 Acceptance
- 06 Sales order
Tokuva's CRM module manages the pre-sales funnel: leads, opportunities, quotations and the conversion of an accepted quotation into a sales order. Opportunities are tracked on a kanban board with stage and probability, and the sales forecast is derived from them.
Capabilities
Leads
Source, status and automatic temperature scoring; qualified leads become opportunities.
Opportunity kanban
Stage, probability and value with drag-and-drop stage changes.
Quotations
Draft, sent, accepted or rejected, with revisions and comparison.
Order conversion
An accepted quotation transfers into a sales order, creating the partner record if needed.
Forecasting
Probability-weighted forecast per period, derived rather than typed.
Website integration
Website forms drop leads into the funnel with their scores.
The funnel ends in a sales order
Where CRM is a separate island, an accepted quotation is re-keyed into the sales module. Typos, price differences and forgotten lines all start there.
In Tokuva, CRM and sales share one data model. Converting a quotation carries lines, prices, discounts and delivery terms across unchanged.
Related
Other modules
See it on your own flow, not a slide deck
Give us three of your items, one of your structures and one of your customers. We will run a single end-to-end flow on your data — order, production, shipment, invoice, ledger.