Lead Management
Capture enquiries from different channels, assign them to the right sales owner and track progress from first contact to qualification.
Sales & CRM
Turn every lead into a connected customer journey.
Manage leads, opportunities, quotations, orders and customer relationships in one connected sales workspace.
Sales Control Center
Open Pipeline$1.82M+12.4% this month
Active Leads28438 new this week
Win Rate42%+5.2% vs last month
Performance OverviewLive visibility
Sales & CRM Capabilities
Bring your sales pipeline, customers and orders into one connected workspace.
Give sales teams a clear view from first enquiry to quotation, order and ongoing customer activity.
Opportunity Pipeline
See every active opportunity by stage, deal value and next action so sales teams can focus on the opportunities that need attention.
Customer Management
Maintain customer profiles, contacts, conversations, quotations and sales history in one place for better account visibility.
Quotations
Prepare quotations with agreed products, pricing and terms, route them for approval and keep revisions connected to each opportunity.
Sales Orders
Turn approved quotations into sales orders while carrying customer, product and pricing details forward into fulfilment.
Activities & Follow-ups
Plan calls, meetings and follow-up tasks against leads and customers, with clear ownership of the next sales action.
Sales Teams
Assign customers and opportunities across sales teams while keeping responsibilities, activity and account ownership clear.
Sales Analytics
Review pipeline value, win rates, sales activity and team performance through dashboards built from connected CRM data.
Connected Sales & CRM Operating Model
Leads
Opportunities
Customers
Quotations
Orders
Follow-ups
Connected Operations
Sales is stronger when every customer interaction connects.
Keep leads, quotations, orders and customer activity connected so teams always know what happened and what comes next.
01
Pipeline discipline
Move leads and opportunities through clear stages with defined ownership and next actions.
02
Customer context
Keep customer records, interactions, quotations and orders connected in one place.
03
Sales controls
Use structured approvals and responsibilities for pricing, quotations and key sales actions.
04
Performance visibility
Give managers a current view of pipeline health, conversion and sales activity.
Transformation
Move from scattered sales activity to one connected customer journey.
Replace spreadsheet tracking and manual follow-ups with a structured sales process from lead to order.
BEFORE
Disconnected operations
×
Leads scattered across spreadsheets×
Follow-ups missed or delayed×
Quotations prepared manually×
Limited pipeline visibility×
Sales data disconnected from operationsWITH JIZAI
A connected operating model
✓
Centralized lead and customer records✓
Structured follow-up workflows✓
Connected quotations and orders✓
Real-time pipeline visibility✓
Sales connected with finance and inventorySales & CRM Modules
Extend Sales & CRM around the way your commercial team works.
Use connected sales capabilities to manage customer activity, transactions and reporting from one consistent workspace.
CRM & Leads
Capture, assign and qualify leads while keeping every interaction connected to the customer record.
Opportunity Management
Track deal stages, value, probability and next actions across the active pipeline.
Quotation Management
Prepare consistent quotations and keep revisions, terms and approvals connected to the opportunity.
Sales Orders
Move approved customer demand into controlled sales orders and downstream operations.
Customer Accounts
Maintain one view of customer contacts, activity, commercial history and open business.
Sales Performance
Review pipeline, conversion, activity and sales results through management-ready reporting.
Business Benefits
Shorter follow-ups. Clearer pipelines. Better sales visibility.
Faster
Reduce manual updates and move opportunities from enquiry to order with fewer handoffs.
Controlled
Keep ownership, pricing decisions and approvals visible throughout the sales process.
Visible
See pipeline health, customer activity and upcoming actions without rebuilding spreadsheets.
Scalable
Support growing sales teams, customer volumes and more structured commercial processes.
Why Jizai
Sales & CRM that stays connected to the rest of the business.
Connected by design
Keep customer demand connected with inventory, finance and operational workflows instead of isolating CRM data.
Built for decisions
Turn pipeline and customer activity into useful sales forecasts and management visibility.
Ready to evolve
Add users, processes, approvals and reporting as your sales operation becomes more structured.
Common Questions
Questions about Sales & CRM ERP software.
Practical answers for teams evaluating a connected sales and customer management platform.
What can Jizai Sales & CRM manage?
Jizai brings lead capture, opportunity tracking, customer records, quotations, sales orders, follow-ups and sales reporting into one connected workspace.
Can Jizai Sales & CRM connect with other ERP modules?
Yes. A confirmed sale can connect with inventory availability, order fulfilment, invoicing and financial records, reducing duplicate entry between sales and operational teams.
Can workflows and approvals be configured?
Yes. You can structure pipeline stages, assign ownership and define approval steps for quotations or other key sales actions based on your operating process.
Can existing data be migrated into Jizai ERP?
Yes. Customer, contact, product and relevant historical or opening sales data can be reviewed, mapped and migrated under an agreed data-migration scope.
Can reports and dashboards be customized?
Yes. Dashboards and reports can be tailored around measures such as pipeline value, stage movement, conversion, sales activity and customer performance.
Build Better Operations
Build a sales process your team can follow — and management can see.
Tell us how you manage leads, quotations and orders today. We can help map a more connected sales workflow.