Sales & CRM
Lead to quote to order to invoice.
Pipeline with leads, opportunities, activities, and automations, then quotations, sales orders, invoices, returns, and client pricing, on the same record as stock and the ledger.
01
A pipeline that ends in an order
Leads, opportunities, activities, insights, and automations feed quotations without a separate CRM.
02
Orders tied to real stock
Sales orders reserve stock, drive warehouse picks and transport deliveries, and invoice from what shipped.
03
Clients with their own terms
Client directory, groups, and client-specific prices, with credit and returns handled on the record.
Everything in Sales & CRM.
- Leads and opportunities
- Activities and insights
- Pipeline automations
- Lead capture forms
- Client directory and groups
- Client prices
- Quotations
- Sales orders
- Sales invoices
- Credit and debit memos
- Customer returns and reasons
- Salespeople
Connected to the rest of Nyra.
No re-typing between modules. They share the same records.
See Sales & CRM on a demo workspace.
- ✓ A walkthrough on a demo workspace, shaped around your business
- ✓ Your price for your team size
- ✓ A switching plan with dates
Book a demo