18, Patparganj Industrial Area, Delhi,110092
10:00AM - 07:00PM
Monday to Saturday
  Online 24/7
  (+91) 9910800059


Service Details

Sales have always been one of the most talked-about business functions and also the trickiest of all. Sales Management is the process of developing a sales team, coordinating sales functions, and implementing sales techniques that allow a business to consistently achieve sales targets or even surpass it. Any company big or small works consistently on the sales strategy to improve their business revenues and achieve higher growth.

The responsibility of a good sales manager is to constantly evaluate the sales strategy and gain visibility into the sales force. Without the right data sets, it gets extremely difficult to monitor the performance of the team or also to evaluate the effectiveness of the sales strategies.

Whether you are a big team or small, certain sales functions like lead generation, qualifying prospects, sending product quotes, target segmentation constantly needs newer strategies and generate a lot of data. This data analyzed the right way can paint the performance picture of the organization and can help the manager effectively improve their strategies.

BusinessX Sales Management tool is developed keeping in mind the backbone of the business - sales team and offers a centralized platform to design, manage, and analyze the sales strategy. With features like, lead management, contact management, customer management, integrations, quotations, sales order management, targets and incentives, data analysis, etc reduce your team's time spent on admin functions and focus on the activities that increase and drive sales.


  • Lead Management
  • Territory Management
  • Sales Partner and Commissions
  • Contact Management
  • Quotations
  • Sales Orders
  • Sales Team Performance Management
  • Targets and Incentives
  • Workflow Manager

  • Define rules to automate your day to day tasks
  • Email Integration
  • SMS Integration
  • Website Integration
  • Dialer Integration
  • Define access levels for the team
  • Pricing Rules
  • Customer wise Dynamic Discounting

Reports & Analytics

To manage the business an organization requires access to in-depth, real-time data to assist in improving decisions. BusinessX ERP provides you with dynamic reporting with drill-down access into standard inquiries. Our industry-specific tools facilitate that you get the foundation explanation for business performance through time-based ratio and cash-flow analysis.

BusinessX ERP provides quick access to top-level information and original documentation. Our dynamic reporting provides access to the info you would like to research performance at all the levels of the operation. BusinessX ERP provides detailed analysis with the help of Machine Learning (ML) and Business Intelligence (BI). Whereas Machine Learning (ML) is used to actively learn from imported and gathered data, in a way as people would use past experiences as a part of their process to plan a better strategy for the organization.

Business intelligence (BI), on the other side, is a complex sphere representing a process that depends on automation to cumulate, store and analyze business-related data. The goal of BI is to succeed in optimal courses of action in a short time as possible, therefore the process includes several different aspects, like analytics, predictive modelling, performance management, data processing, etc.


Sales Funnel

Lead Source Wise Lead Details

Territory Wise Lead Details

Potential Prospects

Sales Team Efficiency and Target Reports

Territory wise Sales

Sales Person wise sales

Customer Account

Product Wise Sales History

Delivery Report

Customer Credit Balance Report


Customer Acquisition and Loyalty Points

Quotation Trends

Product Wise Sales Trends

Customer Wise Sales Trends

Brand and Product Group wise Sales Trends

Territory Wise Sales Trends

  •      Highly Customizable

       Integrations with your favourite apps

           Report Builder

           Custom Forms

         Custom Printing Layouts

         Form Builder

         Workflow Manager

  •           Dedicated Support Manager

                Trained business process consultants

          On Cloud and on site Deployment Options

              Data Security

            Cross Browser


                Mobile Friendly

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Pricing and plan

14 Days free trial all IT services.

/Users per month
  • All Modules
  • No minimum users required
  • Hosting Include
  • 8 Hours onboard/Training
  • Standard support during business hours

  • Single Company setup
  • Modules :
    Accounting & Financial Management
    Asset Management
    Human Resource Management
    Project Management
    Stock & Inventory
  • Multiple Reports,Print Formats

    For enterprise & self hosting Please get in touch with the sales team.

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