Pre Sales CRM

Improve workflows and Energize growth Boost.

Pre Sales CRM

A strong sales pipeline depends on allocating the right resources to the right places at the right time. And a robust pre-sales process can help you do just that.

While sales often gets the attention for closing deals, a pre-sales process is critical to the success of each opportunity and the overall sales organization. Pothera ERP provides a strong pre-sales process can impact your sales result and boost your bottom line. It accounts every sales opportunity across the customer lifecycle, from lead identification and creation, through discovery, qualification, proposal, closure, and after-sale service and support.

Lead Creation

Enquiry and opportunity management

Sales Executives hierarchy and leads view permissions


Lead Allocation

Lead Closure

Manage the sales pipeline

Lead activity & Notes

Employee Target Vs Achievement

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