Sales module
Quotations
Fast quote creation, approval and conversion into orders or contracts.
- Price books
- Approval rules
- Quote-to-order
- Margin guidance
This standalone page is part of the separate CORE AI Enterprise ERP product project and is not wired into the iBANK website.
CORE AI layer
Each product should include AI assistance for explanations, data entry, exception detection, workflow generation, approvals and executive answers.
Sales
CRM
Lead, opportunity and customer relationship management for every sales team.
SalesSubscriptions
Recurring revenue, renewals, billing schedules and customer lifecycle control.
SalesRental
Manage rentable assets, reservations, deposits, returns and utilisation.
SalesPoint of Sale
Retail and branch checkout connected to inventory, customers and finance.