The Sales module centralizes lead management, quotations, orders, and customer interactions in one place. It helps teams close deals faster with full visibility into every stage of the sales cycle.

Yes. CloudBalance provides a complete CRM-style workflow, including lead capture, scoring, follow-ups, reminders, and opportunity pipelines to manage deals efficiently.

Absolutely. You can create professional quotations, convert them into orders, and generate invoices—all in a single workflow with automated tracking.

Yes, CloudBalance offers a unified customer profile with contact details, purchase history, communication logs, and notes to keep the entire team aligned.

Yes. Every quotation or order automatically checks stock levels and syncs with Inventory. It also triggers purchase workflows when items need replenishing.

It offers activity tracking, follow-up reminders, deal conversion metrics, and team-wise performance dashboards that help identify bottlenecks and improve productivity.

Yes. CloudBalance links each invoice to payment status, pending receivables, and due reminders, ensuring you never miss a collection.

CloudBalance automatically applies GST slabs, tax groups, and HSN/SAC codes to quotations, orders, and invoices—ensuring 100% accurate tax compliance.

Yes. You can create and assign custom price lists based on customer category, region, or contract terms.

Yes. CloudBalance is fully mobile-responsive, enabling teams to manage leads, follow-ups, and orders on the go.