An Instagram message becomes a sale
You end witha quote sent
3 screens · about 5 min
For sales and marketing
Leads and deals · ERPNext live demo
A chat becomes a won deal: a live ERPNext demo
From Opportunity to Quotation, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Opportunity
- Company
- Mith Demo Traders
- Step
- 1 of 2
A qualified enquiry: what the customer is interested in, ready to be priced.
You end with a quote sent2 screens · about 3 minFor Sales and marketingFits Real estate, Financial services, Education
What this flow is
A sales conversation turns into a real chance of business. The team needs to know what the customer wants, what it's worth and what happens next.
Here the deal is an opportunity listing the items the customer wants. When it's ready, the quotation is made from it, so the price goes out without retyping.
Before and after
| Without it | With it |
|---|---|
| Deal notes in personal notebooks | Each deal is an opportunity on record |
| The pipeline guessed in the weekly meeting | Open opportunities with their stage and amount |
| Quotes typed from scratch | The quote is made from the opportunity |
| A rep leaves and their deals go too | Deals, calls and notes stay on the record |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Opportunity
A qualified enquiry: what the customer is interested in, ready to be priced.
Quotation
Your offer, made from the opportunity with items at price-list rates, ready to become an order when they say yes.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The won deal is an opportunity with its items filled in; you make the quotation from it. Call briefs and the deal board are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Sales rep
Has the deal's details in one place before the call.
Sales manager
Sees the pipeline by stage and value.
Marketing
Sees which sources turn into deals.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Your sales stages and win chances
- Calls logged from your phone system
- A pipeline board by stage
- Follow-up reminders on each deal
- Lost reasons and competitors
See the whole journey
Flows that go with it
Questions about this flow
This demo uses ERPNext's own CRM screens. Frappe CRM, a separate app with a deal board, can run beside ERPNext in a real project.
Yes. Calls, emails and comments sit on the opportunity's timeline; with a phone integration, calls are logged on their own.
Yes. Opportunities carry an amount, a stage and a probability, and ERPNext's sales pipeline reports total them.
Mark it lost with a reason and, if you track them, the competitor; the reports then show why deals slip.