Inforgen Sales & CRM.

Turn conversations into conversions with Inforgen’s Sales & CRM modules

Inforgen’s Sales & CRM

Inforgen’s Sales & CRM modules know that managing leads and customer relationships is essential to business success — from first contact to final invoice — in one cloud-based system. It synchronises contact info, communication history, lead status, and order data in real time, giving your team clear visibility and enabling faster, more accurate responses.

Whether you’re handling complex B2B pipelines or high-volume B2C sales, Inforgen helps your team stay organised, build stronger connections, and close more deals. With seamless integration across product data, fulfilment, and support, your sales become not just efficient but fully aligned with the rest of your business.

Track, Manage, and Convert Sales Opportunities

Sales Pipeline Management

Track each opportunity through customised stages that fit your business process, ensuring nothing slips through the cracks. With full visibility of the pipeline, your team can see exactly where every deal stands, identify potential bottlenecks early, and take the right actions to keep momentum going. This clear structure helps you prioritise the most valuable opportunities and maintain a steady flow of progress from lead to close.

Quote & Order Generation

Build and send accurate, professional quotes directly from the system with real-time access to product pricing, discounts, and stock availability. This not only speeds up response times but also ensures every quote is accurate and aligned with current inventory. Once accepted, quotes can be converted into orders in just a few clicks, keeping the entire sales-to-fulfilment process seamless and error-free.

Task Assignment & Collaboration

Assign leads, set follow-up actions, and collaborate across departments without leaving the platform. Inforgen keeps all communication, documents, and updates in one place, so teams can easily work together on opportunities, even across different locations. This reduces duplication of effort, ensures consistent messaging, and makes it simple to keep everyone aligned and accountable for next steps.

Lead Scoring & Segmentation

Focus your efforts on the most promising prospects by using lead scoring and segmentation based on engagement, deal size, buying intent, or business fit. These insights help your sales team know where to direct their time for the highest potential return, while also allowing you to tailor your approach for different customer groups. Over time, this leads to higher conversion rates and stronger, more profitable relationships.

Build Better Customer Relationships with Inforgen Sales & CRM

Unified Customer Profiles

Access full contact details, purchase history, communication logs, documents, and activity — all in one place, without having to jump between systems. Inforgen’s unified profiles ensure that every team member, from sales to support, is working with the same up-to-date information, helping you deliver consistent and personalised experiences at every customer touchpoint.

Customer Notes & Tags

Organise accounts by region, industry, sales rep, or product interest with searchable tags and custom fields that make segmentation effortless. This allows your team to quickly filter and prioritise opportunities, identify trends within customer groups, and tailor marketing or sales approaches for maximum impact.

Service & Support Integration

Link customer issues and support tickets directly into CRM profiles for a 360° view of client satisfaction and service history. By keeping support and sales data together, your team can respond faster, resolve problems more effectively, and spot opportunities to improve relationships and retention.

Email & Communication Logs

Automatically log key communication from integrated Microsoft and Gmail accounts to ensure continuity, even when account managers change. Every call, email, or meeting note is stored in the right place, giving your team complete visibility over ongoing conversations and ensuring no message or opportunity is overlooked.

Drive Strategy with Reporting & Insight

Real-Time Dashboards

Get live visual reports on pipeline value, close rates, top reps, and campaign ROI, all presented in an intuitive, easy-to-read format. With real-time data at your fingertips, your team can react quickly to changes, identify opportunities as they emerge, and keep performance aligned with business goals at every stage of the sales cycle.

Forecasting & Trend Analysis

Understand seasonality, monitor long-term trends, and anticipate bottlenecks or shortfalls before they impact revenue. Inforgen’s forecasting tools give you a forward-looking view of your sales pipeline, enabling smarter resource planning, better inventory management, and more informed strategic decision-making.

Custom Reports

Build reports tailored to your KPIs — from team activity to regional performance — with flexible filtering and visualisation options. Whether you need high-level executive summaries or deep-dive operational reports, Inforgen makes it easy to generate insights that matter to your business, without relying on external tools or manual spreadsheets.

Seamless Integration with Finance & Operations

Sales activity doesn’t happen in isolation — Inforgen connects to your fulfilment, invoicing, and inventory workflows so that every decision is based on accurate, up-to-date business data. This seamless integration ensures your sales, finance, and operations teams are always working in sync, reducing delays, errors, and miscommunication.

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