For sales teams
From lead to invoice without retyping a line
Today's follow-ups, a pipeline you can see, quotations that become invoices in one step, and the customer's dues on screen before you call them.
In short
SimpleERP is CRM and billing software for sales teams in Indian small businesses. Leads and follow-ups sit in a pipeline, won deals become quotations, quotations convert to GST invoices without retyping, and customer dues are visible before every call.
Illustration of the CRM pipeline with four stages and a list of follow-ups due today.
What you open every morning
The follow-ups due today. Calls, visits and quotes you promised, in one list, before anything else. Tick one done, snooze another to tomorrow, and log the call while it is fresh.
- Due today and overdue activities across all your leads and deals.
- The pipeline: every deal by stage, with its value.
- Quotations about to expire, flagged on the dashboard.
Your screens
The five screens a salesperson lives in
Each of these works on a phone, which is where most salespeople do their work.
| Screen | Where | What you do there |
|---|---|---|
| Activities | CRM › Activities | Work through today's calls, meetings and follow-ups |
| Pipeline | CRM › Pipeline | Move deals between stages; a list on phones, a board on computers |
| Quotations | Sales › Quotations | Send a GST quotation and mark it accepted |
| Invoices | Sales › Invoices | Convert the quotation or order into a GST invoice |
| Receivables | Payments › Receivables | See what the customer owes before you call |
Billing
Quotations become invoices in one step
A quotation converts to a sales order or straight to an invoice with every line, rate and discount carried over, and the GST switches to IGST on its own when the customer is in another state.
- Keyboard-first editor: Enter and Tab through the lines, ⌘K to find anything.
- New customer? Create them from the invoice editor without leaving the bill.
- Credit-limit warning on the invoice when a customer's dues would cross their limit.
- Clean A4 print with a UPI QR, ready to share.
Illustration of the keyboard-first invoice editor with a focused line, live tax totals and shortcut hints.
CRM
Every lead has a next step
Leads come in with a duplicate check on the phone number, convert to a customer and a deal in one step, and every call or visit is logged against them, so whoever picks up the lead next knows exactly what was said and promised.
- Stages you can rename to match how you sell.
- Won deals turn into quotations without retyping the customer.
- Quotation conversion report shows how many quotes become orders.
- Sales by customer and by product reports show who is buying more and who has gone quiet.
What changes
What you stop doing
- Retyping a quotation into an invoice, and getting the rate wrong.
- Keeping follow-ups in WhatsApp chats and forgetting the ones that scrolled away.
- Asking accounts whether a customer has paid. Receipts show against the invoice as soon as they are recorded.
- Working out CGST, SGST or IGST by hand for an out-of-state customer.
- Waiting for the office to print a quotation. You send a clean A4 copy from your phone.
Your access
You get the Sales role
The seeded Sales role covers CRM, customers, quotations, sales orders, invoices, credit notes and sales reports, with payments and products as view only.
- No access to the ledger, payroll or settings unless the owner gives you a custom role.
- Need to record receipts? The owner can give you a custom role copied from Sales with payments added.
FAQ
Questions, answered
Can I use SimpleERP on my phone in the field?
Yes. Every screen works in a phone browser at 360 px. On a phone, the pipeline shows as a list instead of a board, and the invoice editor stacks its lines.
Can a quotation be converted more than once?
A quotation converts to a sales order or an invoice. A sales order tracks how much has been invoiced, so you can bill an order in parts.
Can SimpleERP send reminders on WhatsApp for me?
It writes the reminder for you from the receivables list, with the invoice numbers, amount and days overdue, and opens it in WhatsApp or email for you to send. It does not send messages automatically.
Can sales staff see what other salespeople are working on?
Yes. Leads and deals are shared across the team, while the activities inbox shows what is assigned to you, with an Everyone view for managers. Each lead and activity has an assigned person.
Will I see the customer's dues while I bill?
Yes. The Sales role can see payments and receivables, so before you raise a new invoice you can check what the customer already owes and how long it has been outstanding. If a credit limit is set, the invoice warns you when the new bill would cross it, with the numbers shown.
Related
Keep reading
CRM
Leads, a deal pipeline, today's follow-ups and conversion to customer and quotation.
Read moreGST billing
Tax invoices with CGST, SGST or IGST by place of supply, HSN on every line and a UPI QR on the print.
Read moreBusiness owners
Cash, dues and profit at a glance, plus the approvals only you can give.
Read moreProfessional services
SAC-coded invoices with place of supply, quotations, a CRM pipeline, expense claims and payroll.
Read more
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