CRM & Sales

CRM, quotations, orders, and pipeline in one operating view.

TwentyCore connects inquiry capture, quotation approvals, customer records, sales orders, products, and forecast visibility so sales promises can be checked against operational reality.

Book this walkthroughOpen app surface
TwentyCore CRM and Sales dashboard with pipeline, quotation, and sales order surfaces.

Outcomes

What this module should prove.

Track inquiry to quotation conversion without spreadsheet handoffs.

See customer, product, quotation, and sales order context together.

Give sales teams a clear path from follow-up to confirmed order.

Workflow path

  1. 1Inquiry captured
  2. 2Quotation priced and approved
  3. 3Sales order confirmed
  4. 4Invoice/payment flow triggered

Evidence to inspect

  • Pipeline dashboard screenshot from a configured tenant.
  • Quotation and sales order records linked to customers and products.
  • Status views for won, sent, active, and converted work.

Demo scorecard

What a serious buyer should ask us to prove live.

These checks turn the page from a brochure into a walkthrough plan: what to click, what must pass, and what evidence should be kept.

Live demo script

  1. 1Open customer and pipeline dashboard, then identify accounts or quotations needing action.
  2. 2Create or inspect an inquiry, move into quotation review, and verify product/customer context.
  3. 3Convert or trace quotation to sales order and inspect status, value, and owner.
  4. 4Follow the resulting finance or production handoff without re-keying the customer request.

Acceptance criteria

  • A sales user can answer what needs follow-up today in under two clicks.
  • Quotation, sales order, customer, product, and owner context remain linked.
  • Invalid or incomplete customer/quotation data is blocked before approval or conversion.

Evidence pack

  • CRM dashboard screenshot, quotation detail screenshot, and sales order detail screenshot.
  • UAT record IDs for inquiry, quotation, sales order, and customer activity.
  • Role/permission proof showing non-sales users cannot mutate restricted sales records.

Buyer questions

Questions this walkthrough should answer.

Can sales see what needs follow-up today?

Can quotation approval rules be shown before go-live?

Can orders be traced back to the originating inquiry and customer?

Ready to run your business from one system?

Start your 14-day free trial. No credit card required. Our team will onboard you personally.

Book a demoStart free trial
hello@twentycore.ai

14-day trial · No credit card · Cancel anytime