For the Sales Team
Lead to Order in One Thread
Capture every enquiry, run the pipeline, quote in minutes and hand won orders straight to the factory — without a lead ever slipping through the cracks.
Leads · Quotes · Quote-to-order in one click
3×Faster quotes
0Leads lost to follow-up
+28%Win visibility
1 clickQuote to order
Leads sitting in one person’s inbox.
Quotations in a folder nobody can find.
Follow-ups remembered — or forgotten.
A sales number the manager trusts only at month-end.
Your pipeline is real. You just can’t see it.
See how FOS changes that The tour
One thread, lead to order
Three moments that turn scattered selling into a pipeline you can run.
Capture & qualify
Never lose a lead again.
Every enquiry — website, WhatsApp, exhibition, referral — lands in one scored pipeline with reminders, so nothing slips and the hot ones surface first.
- Auto-capture from every channel
- Scoring & duplicate detection
- Follow-up reminders that nudge you
Live pipeline
L1Flatbed enquiry · TataScore 92 · hotQualified
L2Tipper body · MahindraFollow-up due todayNudge
L3Container trailer · JSWScore 78 · warmQualified
Leads this week+64
Quote fast
Quote in minutes, not days.
Build a professional quotation from product templates with automatic pricing, tax and terms — then send a branded PDF and track every revision.
- Automatic pricing & tax
- Branded PDF in one click
- Version control & approval
QT-2231 · rev 2
P1Flatbed 40ft ×6₹58.0 L · auto-pricedReady
P2Spare kit ×6₹3.2 L · 5% discReady
Quote build time8 min
Win & hand off
Won quote → sales order, one click.
The moment a customer confirms, the quote becomes a sales order — products, terms and delivery schedule intact — and flows straight into Planning & MRP.
- Zero re-keying
- Delivery schedule carried over
- Auto handoff to planning
1Quotation approved
QT-2231 · won
QT-2231 · won
2Sales Order created
SO-4821 · auto
SO-4821 · auto
3Handed to Planning
MRP queued
MRP queued
4Customer confirmed
Promised 21 Jul
Promised 21 Jul
✦ Under the hood
Everything your sales team needs, in one CRM
From first enquiry to confirmed order — one connected thread.
Lead Management
Multi-channel CaptureScoringDuplicate DetectionConversion
Sales Pipeline
Drag & DropStage ValueForecastAging
Quotation
Auto PricingTax & DiscountPDFVersion Control
Activities
CallsMeetingsSite VisitsReminders
Customer 360°
LeadsQuotesOrdersHistory
Sales Reports
FunnelForecastWin/LossTerritory
By role
One platform, every stakeholder
See your pipeline the way it should be.
A 30-minute walkthrough of the lead-to-order journey, mapped to your sales process.
Book your demoNo obligation · Tailored to your sales process · Response within 1 business day
How does FOS help sales teams in manufacturing?
Sales tracks enquiries, quotes, and orders with live production and dispatch status — so customer commitments reflect real capacity and material, not optimistic guesses from the plant.
Can sales create quotations with manufacturing cost insight?
Quotes can reference BOM and routing estimates so pricing covers material and shop effort. Won quotes convert to orders without re-entry.
How do salespeople check order status for customers?
Order status shows planned, in production, quality hold, ready, and dispatched stages. Fewer “let me call the plant” callbacks during customer updates.
Does CRM show on-time delivery history per customer?
Delivery performance by customer supports commercial reviews and contract negotiations. Sales and plant align on realistic lead times for repeat business.
Can sales manage multiple contacts and ship-to sites?
Customer masters hold multiple sites and contacts for regional dispatch and invoicing. GST and terms apply correctly per bill-to configuration.
How are order changes communicated to the plant?
Quantity or date changes on sales orders regenerate planning impact visible to production and purchase. Sales sees whether changes are feasible before promising customers.
Does FOS support export documentation on orders?
Export fields on orders and invoices capture currency, incoterms, and shipping references for international customers alongside domestic GST workflows.
Can sales get approval for special pricing?
Discount and margin approval workflows route exceptions to management before orders release to MRP. Protects profitability on negotiated deals.
How does FOS help sales during new product launches?
New item masters and preliminary BOMs link to quotes and first production orders. Sales and engineering share one record as products mature.
Should sales attend FOS training?
Yes — short CRM and order status training helps sales use the system daily. Most sales users are productive within a few sessions focused on their screens.