Sales from customer inquiry to payment
Prosoft CRM keeps the inquiry, quote, order, production, delivery and invoice in one chain. Managers see where any order stands on one screen — and customers see it in their portal.
| Product | Ordered | Produced | Delivered | Remaining |
|---|---|---|---|---|
| Concrete block A | 1 000 | 1 000 | 600 | 400 |
| Concrete block B | 500 | 305 | 0 | 500 |
| Door, model X | 50 | 50 | 50 | 0 |
| Cement additive | 200 | — | 0 | 200 |
Screen shows demo data
Sound familiar?
"Where's my order?"
The customer calls, the manager calls production, the warehouse, accounting. The answer takes half an hour.
Which version of the quote?
The price changed three times, and you're digging through email to find the one that was agreed.
Partial delivery chaos
Part of the order has shipped, part is still in production — and the invoice amount gets worked out in Excel.
With Prosoft CRM
- Every order has four separate indicators: approval, production, delivery, payment.
- Every quote revision is kept, and you can see which one the customer accepted.
- Quantities per line: ordered, produced, delivered, returned, invoiced.
- Customers check order status and quotes themselves in the portal.
Key features
Inquiries
Inquiries arrive from the portal, by phone or by email and land in one queue. None slip through the cracks.
Quotes and revisions
A fast, keyboard-driven quote editor, PDF output, send to customer. Each revision is stored separately.
Order — everything on one screen
Lines, production and delivery quantities, a financial summary and a timeline of the whole chain.
Production and stock
Turn an order into production orders, purchases and stock reservations. Inventory and FIFO costing.
Deliveries and returns
Partial deliveries, who received them, partial rejection and re-production.
Invoices and payments
Advance and final invoices, payment tracking, overdue balances.
Customer portal
Customers send inquiries, accept a quote or ask for changes, and follow their orders.
"What do I do today?"
The home screen is a work queue, not trend charts: late orders, unanswered inquiries, expiring quotes.
Excel export everywhere
Every list exports to Excel. Nothing is ever deleted — only archived.
An order that always tells the truth
In one order, one line is being delivered, another is in production, a third is waiting on a purchase, and 30% has been paid. That's why Prosoft CRM shows an order with four indicators instead of a single status. Status is calculated from quantities, never set by hand.
- Approval, production, delivery, payment — separately
- Remaining quantity per line
- One timeline for the whole chain
- Documents, files, notes, audit
| Product | Ordered | Produced | Delivered | Remaining |
|---|---|---|---|---|
| Concrete block A | 1 000 | 1 000 | 600 | 400 |
| Concrete block B | 500 | 305 | 0 | 500 |
| Door, model X | 50 | 50 | 50 | 0 |
| Cement additive | 200 | — | 0 | 200 |
Screen shows demo data
How to get started
Demo
A 30-minute call where we walk your inquiry-to-order flow through the system.
Setup
In the cloud or on your server. Statuses, document numbering, price lists.
Data
We import customers, products and open orders from Excel.
Training and launch
We train sales, production and warehouse staff and open the customer portal.
See it working on your own process
In a 30-minute online call we walk through your procurement or sales process in the system, step by step. No commitment.