Sales & CRM
From first enquiry to paid invoice, without the gaps.
UPAX keeps the pipeline, the quotation, the credit decision, the delivery and the tax invoice in one flow, so sales promises are priced, approved and fulfilled correctly.
What changes
Sales & CRM with UPAX.
Leads, bid decisions, quotations, sales orders, deliveries, returns and complaints.
Margins protected
No quotation leaves below policy without the right approval.
Lower credit risk
Orders on credit hold are released only by credit control.
Clean revenue
Invoices are generated from what was actually delivered.
The controlled flow
Every step approved, recorded and connected.
- Lead
- Qualification
- Bid / no-bid
- Quotation
- Discount approval
- Sales order
- Credit check
- Delivery
- Invoice
Each step runs on the UPAX workflow engine: the approver is resolved from your approval matrix, the action is written to the hash-chained audit trail, and the next step starts automatically.
Features
What Sales & CRM includes.
Leads and qualification
Duplicate detection, scoring, auto-assignment, SLA-based first contact and BANT qualification for every enquiry.
Bid / no-bid gate
Larger opportunities go to a bid committee, and to the CEO above a value or risk threshold, before anyone prices them.
Quotations with margin control
Quotes are priced exactly as the tax invoice will be. Margin and discount policies are checked, and discounts outside the band need approval.
Credit-checked sales orders
Accepted quotes become sales orders that are checked against credit limit, overdue balance and exposure before release.
Delivery and invoicing
Deliveries post cost of goods sold from stock, and delivered quantities become e-invoiced tax invoices.
Returns and complaints
RMAs with inspection and value-banded credit approval, plus complaints with severity SLAs, investigation and compensation approval.
Industries
Where it matters most.
Works with
Connected modules.
Is the CRM part of the ERP?
Yes. Leads, opportunities, quotations, orders and invoices share one data model, so there is no integration to maintain between CRM and finance.
Can discounts require approval?
Yes. Discounts and margins are checked against policy on every quotation, and anything outside the allowed band follows a banded approval route.
Are sales invoices e-invoicing compliant?
Invoices are issued through the UPAX e-invoicing layer, designed for ZATCA Phase 2 in Saudi Arabia and PINT AE through an accredited service provider in the UAE.
See Sales & CRM run on your data.
A guided walkthrough built on your own procurement, finance and project scenarios.