Fisqal® Module
Sales Management
From quotes to fulfillment — a complete sales process with integrated CRM, pricing management, drop shipment, and real-time analytics.
Complete Sales Process
- ✓ Lead-to-opportunity pipeline
- ✓ Quote creation and approval
- ✓ Order processing and fulfillment
- ✓ Delivery and invoicing integration
Customer Account Management
- ✓ 360° customer profiles
- ✓ Purchase history and trends
- ✓ Communication logs
- ✓ Preferences and terms tracking
Sales Orders & Invoices
- ✓ Automated order creation
- ✓ Invoice generation and delivery
- ✓ Returns and credit processing
- ✓ Payment tracking and reminders
Drop Shipment
- ✓ Direct vendor-to-customer delivery
- ✓ Order coordination with suppliers
- ✓ Customer notification workflows
- ✓ Inventory-free fulfillment
Pricing & Discounts
- ✓ Customer-specific pricing
- ✓ Volume discount tiers
- ✓ Campaign pricing
- ✓ Margin protection rules
Sales Analytics
- ✓ Real-time sales dashboards
- ✓ Performance metrics and KPIs
- ✓ Trend analysis and forecasting
- ✓ Pipeline reporting
Sales process flow
1
Lead Generation→2
Opportunity→3
Quote→4
Order Processing→5
Delivery & Invoicing→6
Customer SuccessFrequently Asked Questions
Common Questions
Does Fisqal® include CRM functionality?
Yes. The sales module includes contact management, opportunity pipeline, campaign management, and service ticket integration. For deeper CRM needs, it integrates natively with Dynamics 365 Sales.
Can I manage complex pricing structures?
Yes. You can configure customer-specific prices, volume tiers, date-based campaigns, currency-specific pricing, and margin protection rules. All pricing flows into the financial module automatically.
