01
Lead pipeline
Capture, assign and follow leads with the next action visible, instead of a private spreadsheet.
INCAS ERP / CRM
Every lead.
Every quote.
The order that followed.
Sales stops keeping the truth in inboxes. Leads, quotations, orders and the customer record live in one pipeline connected to stock and finance.
ERP modules
A pipeline your
operations can trust.
CRM is not a separate address book. Quotes draw on real prices and stock, won deals become orders, and finance sees the invoice without retyping. Everyone works from the same customer history.
Leads, quotes, orders and invoices share one customer record.
WHAT'S INCLUDED
What this product
takes care of.
The pieces you can expect on day one, and the ones teams ask for first.
02
Quotations
Price from your item master, apply the right terms, and send a quote that matches what delivery can actually do.
03
Orders
Convert a won quote into a sales order without copying lines, then track it through fulfilment.
04
Customer history
Calls, quotes, orders, invoices and open balances on one record, for sales and for service.
CAPSGLOBAL / CRMOUTCOMES
Why teams choose
this product.
Sales stops keeping the truth in inboxes. Leads, quotations, orders and the customer record live in one pipeline connected to stock and finance.
See the full serviceFREQUENTLY ASKED QUESTIONS
Questions we hear
most often.
Can't find your answer? Our consultants are happy to help.
01Is this a separate CRM we have to integrate?
No. It sits inside Incas ERP, so quotes, stock and invoices already share data. You are not syncing two systems overnight.
02Can different teams see different pipelines?
Yes. Roles control who sees leads, who can discount, and who can convert a quote to an order.
03Will old customers come across?
Yes. We migrate customer masters and open documents, then reconcile them with you before go-live.
NEXT STEP
Talk through
CRM.
Tell us how you work today. We'll say whether this product fits, what to switch on first, and what a first phase looks like.
Get a consultation