Solution
Sales Management Software That Fits Your Process
Whether you close deals over lunch or through a formal proposal process, ConfigBiz tracks your sales the way you actually sell.
Sales management software that handles your pipeline, quotes, orders, and invoicing — configured around how your team actually closes deals.
No credit card required · 14-day free trial
What you’ll get with this solution
- Pre-configured capabilities for this operation
- Custom fields that match your terminology
- Workflows and approvals for your team
- Connected reports — no manual reconciliation
Describe your operation to LearnBiz AI — it recommends the fields, workflows and terminology for this solution.
Most Sales Software Assumes a Corporate Sales Team
If your sales process involves formal discovery calls, multi-stage pipelines, and handoffs between SDR, AE and CS, enterprise CRM fits. If your process is quotes from a price list, approvals on WhatsApp, and invoices after delivery — it doesn't. SMEs close deals in the field, on the phone, and at the counter. Your software should support that, not slow it.
How ConfigBiz Configures Sales Around Your Process
You define stages that match how you actually sell — enquiry → quote → approval → pro forma → order → delivery → invoice — or any order that fits. You set the fields that travel with the deal: site visit date, measurements, warranty terms, deposit %, or installation checklist. Workflows encode who approves what, and when a quote becomes an order.
| Object | Typical SME fields | Workflow rule |
|---|---|---|
| Opportunity | Source, value, probability, site, competitor, next step | Auto-age if no update 7 days → reminder to owner |
| Quote | Line items, discount, validity, T&C, attachment | Quote >RM10k → manager approval before send |
| Order | Delivery address, promised date, deposit, balance | Order creates pick/pack + finance receivable |
| Invoice | Due date, payment link, status, dunning | Overdue 7 days → auto reminder → escalate |
What You Get
- Pipeline with your stages, probabilities and SLAs
- Quotes & orders with line items, pricing rules and e-sign
- Invoicing that flows from the order — no re-typing, no mismatch
- Approvals that respect your authority matrix
- Reports — win/loss by source, rep, product; aging receivables; forecast vs actual
- Connected operations — inventory, people and finance see the same deal
Revenue you can trust — two numbers that matter
| Metric | What it answers | How ConfigBiz computes it |
|---|---|---|
| Forecast | What will we likely invoice this month? | Stage-weighted pipeline with your probabilities |
| Coverage | Do we have enough pipeline? | Open value ÷ monthly target, by owner |
When every deal carries its cost, margin and delivery status, you stop arguing about which spreadsheet is right and start managing the business.