The one system your business needs.
Billing, GST, stock, purchase and sales in one open source system. One price per company, every app included, AI on your own key.
- Every app included, one price per company
- GSTR-1/3B, e-invoicing and e-way bills built in
- AI on your own key, or on your own servers
A person on our team replies. The reply time is on your quote.
Sales
Create a quote, get it approved with an e-signature, convert it to a sales order and invoice it. AI-powered automation covers the process from quote generation to order fulfillment.
- Included in every OneYukti paid plan.
- Setup is by the hour, fixed once scoped, and counted once for CRM and sales. The finder shows your price.
AI-Scored
Lead Scoring
E-Signed
Quote Approvals
Estimate with your own figures
Type what your team handles today. Nothing is estimated until you do; each line item shows the source behind its calculation.
From quote to order to invoice
The Sales app automates quoting and order processing, and its workflows connect sales to fulfillment, inventory and accounting. Deals arrive here already qualified from CRM (see CRM vs Sales for how the two modules divide the work).
Automate the entire sales process from quote creation to payment collection
Direct connection between sales, inventory, and accounting
Customers get portal access to quotes, orders and invoices
Sales capabilities
Quote-to-Order Conversion
Pricing & Discounts
Customer Portal
At-Risk Deals
Core capabilities
Quotes, orders, product catalog, customer portal, pricing and analytics
Quote management
Create professional quotes in minutes with customizable templates, product catalogs, and pricing rules. Send quotes via email and track customer responses.
- Customizable quote templates
- Product catalog with pricing tiers
- Discount and pricing rules
- Quote versioning and revisions
- Email delivery and tracking
- E-signature integration
Order management
Manage the entire order lifecycle from creation to fulfillment. Track order status, manage backorders, and automate order processing workflows.
- Multi-channel order capture
- Order status tracking
- Backorder management
- Partial shipment handling
- Order modification and cancellation
- Automated order workflows
Product catalog
Maintain a product catalog with variants, pricing, images and specifications. It also handles bundles, kits and configurable products.
- Product variants and options
- Dynamic pricing rules
- Product bundles and kits
- Product configurator
- Multi-currency pricing
- Inventory integration
Customer portal
Give customers self-service access to quotes, orders, invoices and support tickets, so fewer routine requests reach your support team.
- Quote approval workflow
- Order history and tracking
- Invoice download
- Support ticket creation
- Document repository
- Custom branding
Pricing & discounts
The pricing engine handles volume discounts, promotional pricing, customer-specific pricing and discount approval workflows.
- Volume-based pricing
- Customer-specific pricing
- Promotional campaigns
- Discount approval workflows
- Price lists by segment
- Margin protection rules
Sales analytics
Sales reporting and analytics. Track revenue, margins, product performance and sales team productivity.
- Revenue and margin analysis
- Product performance metrics
- Sales team dashboards
- Customer lifetime value
- Win/loss analysis
- Custom report builder
AI-powered sales intelligence
AI scores leads and recommends the next step on each deal
Smart lead scoring
AI analyzes lead behavior and demographic data to rank the prospects most likely to convert.
- Conversion probability score
- Behavioral tracking
- Churn risk alerts
Next best action
Get real-time recommendations on the best next step to take with each deal.
- Deal health monitoring
- Upsell recommendations
- Optimal contact time
Advanced features
Product configurator
Configure complex products with dependencies, constraints, and pricing rules.
Shipping integration
Real-time shipping rates, label printing, and tracking from major carriers.
Payment processing
Accept payments online with integrated payment gateways and PCI compliance.
Contract management
Manage sales contracts, renewals, and amendments with e-signature support.
ERP integration
Native integration with accounting, inventory, and manufacturing modules.
Mobile sales app
Create quotes and orders on the go with native mobile applications.
Quote-to-cash process
Create quote
Generate professional quotes in minutes
Send & track
Email quotes and track customer engagement
Approve
Customer approves with e-signature
Convert to order
Automatically create sales order
Invoice & collect
Generate invoice and collect payment
Common questions about sales management
Does the Sales app connect to the CRM app?
Yes. Sales Management shares data directly with the CRM app, so leads and opportunities in the pipeline convert into quotes and orders without re-entering customer information. Deal Intelligence Agent recommendations, activity history, and contact details carry over from CRM into every quote and order.
What does the quote-to-cash process look like in Yukti?
A sales rep creates a quote from the product catalog with applicable pricing rules, sends it to the customer for review, and the customer approves it with an e-signature. Yukti then automatically converts the approved quote into a sales order, generates the invoice, and tracks payment collection, all in one workflow.
Can I set different pricing for different customers or segments?
Yes. The pricing engine supports volume-based discounts, customer-specific price lists, promotional campaigns, and segment-level pricing, with optional approval workflows for discounts that fall outside standard margin rules.
How does Yukti help with pipeline forecasting and deal prioritization?
Smart Lead Scoring ranks prospects by conversion probability using behavioral and demographic signals, while the Deal Intelligence Agent monitors open deals, flags ones at risk of stalling, and predicts close dates from deal velocity patterns so sales managers know which deals need attention.
Does the sales module handle backorders and partial shipments?
Yes. Order Management tracks order status end to end, including backorder handling and partial shipment fulfillment, and stays connected to the Inventory app so reps can see real-time stock availability before committing to a delivery date.
Works best with
Related apps that work together in OneYukti
This app has an AI assistant. It runs on your own key at no extra price. Read about it on /ai.