Overview
Sales SaaS is a comprehensive CRM and sales management platform, featuring multi-tenant architecture with enterprise-grade company isolation, complete sales pipeline management from leads to invoices, advanced opportunity tracking with customizable stages, built-in project management with Kanban boards and Gantt charts, automated quote and invoice generation, comprehensive account and contact management, campaign tracking system, document management with folder organization, meeting and call scheduling with calendar integration, Email templates,Notification template,Invoice template and AI-powered content generation through OpenAI integration. The platform includes 30+ payment gateways (Stripe, PayPal, Razorpay, Cashfree, Mercado Pago, AuthorizeNet, and more), 15+ languages with RTL support, real-time analytics dashboards with advanced reporting, referral program management, and comprehensive financial tracking with multi-currency support. Sales SaaS scales effortlessly while generating recurring revenue through flexible subscription models and plan-based access control.
Demo
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What to expect from Sales SaaS – Business Sales CRM
Salient Features of Sales SaaS – Complete CRM & Sales Management PlatformMulti-Tenant SaaS Architecture – Advanced Plan Management
With super admin control, create flexible subscription plans tailored to your business model. Configure custom pricing, duration, and feature access for each plan. Companies can request plans and process payments through 30+ integrated payment gateways including Stripe, PayPal, Razorpay, and Cashfree. Plans automatically disable upon expiry with grace period management.
Comprehensive Analytics Dashboard
Get a complete overview of your sales ecosystem with real-time metrics for leads, opportunities, accounts, contacts, quotes, sales orders, invoices, and projects. View interactive trend charts for invoices, quotes, and sales orders across customizable time periods. Monitor individual module performance with percentage breakdowns by status and stage. Access monthly, weekly, and daily calendar views with integrated task management. Track top due tasks, meeting schedules, call summaries, and project milestones all from a unified dashboard with advanced filtering and drill-down capabilities.
Advanced Role & Permission Management
Create granular roles with Spatie permission system and assign specific permissions for each module and action. Add unlimited users with detailed profiles, role assignments, and status management across multi-tenant environments. Enable stream comments with file attachments for enhanced collaboration. Manage user tasks with comprehensive controls including task stages, priority levels, start and due dates.
Advanced Project Visualization with Gantt Charts
Powerful Gantt chart visualization displays task status and project timelines across multiple time scales including quarter-day, half-day, daily, weekly, and monthly views. Track project progress with interactive timeline management, dependency mapping. Monitor resource allocation and task completion rates with drag-and-drop scheduling and real-time progress updates for comprehensive project oversight.
Comprehensive Contact Management
Centralized contact database stores all essential customer details under unified profiles with complete interaction history. Assign users to specific accounts for dedicated relationship management. Organize contacts with advanced categorization, custom fields, and relationship mapping. Track communication history, meeting notes, and task assignments with seamless integration across all CRM modules for enhanced customer relationship tracking.
Advanced Lead Management System
Powerful lead management with flexible Kanban board and list view options for optimal workflow visualization. Utilize intuitive drag-and-drop functionality to update lead status and move through customizable sales stages. Edit lead information, add stream comments with file attachments, and assign tasks with priority levels. Track lead source, conversion rates, and qualification scoring with automated lead nurturing and follow-up reminders for maximum conversion efficiency.
Strategic Opportunity Management
Focus on high-value prospects with Kanban-based opportunity pipeline visualization. Assign dedicated users, set probability percentages, configure custom stages, track lead sources, and define opportunity amounts for accurate sales forecasting. Make data-driven decisions with comprehensive opportunity analytics, stage progression tracking, and automated alerts for critical opportunities requiring immediate attention.
Unified Account Management Hub
Comprehensive account management with complete client profiles displaying overall details and assigned user information. Add new accounts with all requisite information and edit existing account data as needed. Manage stream comments with file attachments for enhanced collaboration. Access unified view to manage all account-related contacts, opportunities, cases, documents, and tasks from a single interface. Complete account lifecycle management with activity tracking, relationship mapping, and performance analytics for holistic customer relationship oversight.
Advanced Product Catalog Management
Comprehensive product management system with detailed product information, availability status tracking, and dynamic pricing controls. Organize products by categories and brands with custom attributes and specifications. Manage inventory levels, tax configurations, and multi-currency pricing. Track product performance analytics.
Enterprise Cloud Storage Integration
Seamless integration with multiple cloud storage providers including Local, AWS S3, and Wasabi for secure data protection and scalability. Automated backup and archiving capabilities with disaster recovery protocols ensure data integrity and business continuity. Configure storage tiering based on cost, availability, performance, and recovery requirements. Benefit from authenticated third-party cloud providers with enterprise-grade security, encryption, and cost-efficient storage solutions for optimal data management and protection against security threats.
Complete Sales Order Lifecycle Management
Streamlined quote-to-cash process with QR code integration for professional document generation. Manage the complete sales cycle from initial quotes through sales orders to final invoices with comprehensive tracking. Monitor status, amounts, assigned users, creation dates, and vital information through flexible list and grid views. Advanced features include professional printing capabilities for sales orders and invoices, dynamic item addition to existing documents, detailed overview dashboards for each document type, and automated conversion workflows from quotes to sales orders to invoices for efficient sales processing.
Automated Quote-to-Order Conversion
Seamless conversion system transforms approved quotes into sales orders with one-click functionality. Modify and update initially generated quotes based on sales order requirements with real-time synchronization. Maintain data integrity during conversion process while allowing flexible modifications to pricing, quantities, and terms. Track conversion history and approval workflows with automated notifications for streamlined sales order processing and enhanced quote management efficiency.
Comprehensive Case Management System
Efficient query resolution through structured case management with priority-based assignment. Create, track, and resolve customer queries by assigning specific status levels, priority rankings, and dedicated users for optimal support delivery. Monitor case progression with automated escalation rules, SLA tracking, and resolution timelines. Integrate case management with customer accounts for complete support history and enhanced customer satisfaction through systematic query resolution.
Integrated Activity & Calendar Management
Centralized activity management with calendar integration for calls, meetings, and tasks. Schedule and track daily activities with timely notifications and dashboard visibility for enhanced productivity. Sync activities across all CRM modules with real-time updates and deadline tracking. Manage to-do lists with priority settings, recurring events, and team collaboration features for comprehensive activity oversight and improved time management.
Media Library
Upload, store, and organize all images and attachments in a centralized media library. It allows easy file management with quick access and reuse across different modules, ensuring efficiency and consistency in handling documents and media files.
Advanced Invoice Payment Processing
Flexible payment management supporting partial payments and installment processing with tracking. Handle complex payment scenarios including time-gap transactions and multi-payment invoices with seamless transaction flow management. Integrate with 30+ payment gateways( Stripe, PayPal, Razorpay, Cashfree, MercadoPago, AuthorizeNet, and more) for diverse payment options. Track payment history, outstanding balances, and payment schedules with comprehensive financial reporting for smooth transaction processing.
Comprehensive Task Management System
Versatile task assignment across all CRM modules including cases, opportunities, contacts, leads, and accounts for unified workflow management. Configure task stages, assign users, set timelines for detailed task tracking. Monitor task progress with priority levels and completion tracking. Integrate tasks with project management features including Kanban boards and dependency mapping for streamlined goal achievement and enhanced productivity.
Professional Call Management System
Advanced call scheduling with proactive planning and calendar integration for effective communication management. Schedule calls, attendee management, and agenda setting for optimal preparation. Track call history, outcomes, and follow-up actions with comprehensive logging and reporting. Integrate with CRM modules to link calls with specific accounts, opportunities, and leads for enhanced relationship management and improved sales outcomes.
Advanced Analytics & Reporting Engine
Comprehensive auto-generated reports for sales orders, invoices, quotes, and lead analysis with real-time data visualization. Customize reports for any time period with advanced filtering parameters including date ranges, user assignments, status levels, and performance metrics. Generate executive dashboards, trend analysis, and forecasting reports with exportable formats. Access detailed analytics for revenue tracking, conversion rates, pipeline performance, and ROI analysis for data-driven business decisions.
GDPR Compliance & Cookie Management
Authenticated GDPR cookie system enables secure personal information storage with explicit user consent for enhanced user experience. Streamline future logins by securely saving user preferences and session data with privacy-compliant cookie management. Skip initial login processes for returning users while maintaining data protection standards and regulatory compliance. Provide transparent cookie consent options with granular control over data usage and storage preferences for improved usability and legal compliance.
AI-Powered Business Intelligence
Advanced AI integration through OpenAI technology enhances productivity with intelligent content generation and automated task processing. Leverage artificial intelligence for email template creation, product descriptions, and business communication optimization. Utilize AI-driven insights for sales forecasting, lead scoring, and opportunity analysis with machine learning algorithms. Automate repetitive tasks and generate intelligent recommendations for improved decision-making and enhanced operational efficiency.
Comprehensive System Settings Management
From brand logo to permissions and default settings, control every aspect of this tool from centralized system configuration. Sales SaaS provides complete administrative control over platform appearance, functionality, and user experience. Configure custom branding elements, manage default values for all modules, and establish system-wide preferences. The platform is available in multiple languages for global usage feasibility, supporting over 15+ international languages with complete localization including date formats, currency settings, and regional preferences for worldwide deployment and user accessibility.
Email Template & Notification Setting
Enhance communication with customizable email templates and automated notifications for key business modules. When a company enables email notifications, the system automatically sends updates for events such as Lead Assigned, Lead Moved, Quote Created, Quote Status Changed, Task Assigned, Meeting Invitation, Case Created, Opportunity Created, Opportunity Status Changed, and User Created. Design and personalize templates with your brand style, ensuring clear, consistent, and professional communication across your organization.
Twilio Notification Setting
Enable instant communication with automated SMS notifications powered by Twilio. When a company configures its Twilio credentials and enables notifications for specific modules, the system automatically sends real-time messages whenever related actions occur. Twilio notifications are supported for Case Created, Meeting Created, Lead Created, Opportunity Created, Account Created, and Quote Created modules — ensuring your team stays informed instantly, even on the go.
Invoice Template & Setting
Create professional and brand-aligned invoices with fully customizable templates. Companies can select from multiple design layouts and color themes to match their brand identity and preferences. Once a template is selected, the chosen style and color theme are automatically applied to the invoice page, ensuring a consistent and visually appealing presentation across all invoices. Deliver a seamless and professional invoicing experience that enhances your company’s brand image.
Webhook Functionality
Automate data integration with smart webhook management. Companies can add webhook URLs, select the HTTP method, and assign them to specific modules. When an action occurs in a selected module, the system automatically sends the relevant data to the configured webhook Supported modules include New User, Lead Created, Case Created, Meeting Invitation, Opportunity Created, Quote Created, and Task Created, enabling seamless real-time data transfer to external systems or applications. Streamline workflows, reduce manual data entry, and ensure that critical business events trigger immediate updates across your connected platforms.
User Login Activity Tracking
Monitor and analyze user login activity with detailed tracking for both company and superadmin dashboards. The system records every login event in the database, capturing essential information such as User, IP Address, Location, Device, Role, and Time. Superadmins can view login activity across all companies, while company admins can track the activity of their own users. This functionality provides enhanced security, transparency, and insights into user behavior, helping organizations stay informed and manage access efficiently.
Contact Management
Capture and manage visitor inquiries efficiently with the Contact feature. When a user submits their details including Name, Email, Subject, and Message from the landing page, all submissions are recorded and accessible to the superadmin. Each entry includes the Received At timestamp, allowing administrators to track and respond to inquiries promptly, ensuring effective communication with potential leads and clients.
Newsletter Subscription
Grow your audience with an easy-to-use Newsletter Subscription feature. When users enter their Email on the landing page and click subscribe, the information is securely recorded and displayed for the superadmin. Each subscription includes the Subscribed At timestamp, enabling efficient management of your subscriber list and seamless communication with your audience.
Language Management
Provides a centralized Language Management system controlled by the Superadmin to support multi-language functionality across the application. The Superadmin can create new languages as per business requirements. Existing languages can be disabled or deleted when no longer needed, ensuring better control over available language options. This feature allows seamless language configuration while maintaining consistency and flexibility across all user-facing modules.
Google Calendar Integration
Implements Google Calendar integration with bi-directional event synchronization for meetings, calls, and project tasks. The system automatically creates, updates, and deletes calendar events in response to application-level scheduling actions, including meeting scheduling, call setup, and task deadline management.Uses service account authentication with JSON key credentials to securely access Google Calendar APIs, ensuring server-to-server communication without user interaction.
Cookie Consent Management
Ensure compliance and transparency with the Cookie Consent feature. When enabled by the superadmin, a cookie accept popup is displayed across the landing page, authentication pages, company dashboard, and superadmin dashboard. When users Accept Cookie, their consent is securely recorded, and all details are saved into a .csv file for auditing and tracking purposes. This functionality helps organizations manage user consent efficiently while maintaining privacy compliance.
Changelog
Here you can see what updates came out and did we bring new to the version.
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Support
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Published:
Jan 08, 2026 06:57 PM
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