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The full sale, from opportunity to collection, in one flow
Customer, conversation, quote, order and after-sales steps run within the same customer story in marqey. Inventory, price, balance, shipment and collection data all stay tied to the sales process.
Sales & CRM
Sales Management from First Contact to Collection
marqey Sales & CRM manages the sales process from first contact with the customer through the quote, the order, delivery and collection. The system links each opportunity to its conversation, each order to its quote and each collection to its sale, automatically.
Gathers the Customer in One Record
Tracks Opportunities by Stage
Prepares Quotes Fast and Accurately
Turns the Quote into an Order
Makes After-Sales Visible
Tracks Team Performance
Works Alongside Collection and Risk
Shapes Itself Around Your Sales Setup
Organises the Sales Process from Customer to Order
Your sales team's daily work moves together with customer, inventory, price, order and finance data. marqey makes visible not just the conversation side of a sale but the whole process, from quote to collection.
Gathers the Customer in One Record
Track leads and existing customers together with contact history, conversations, quotes, orders, invoices and balance. Customer information stays with the company, not with one person.
Tracks Opportunities by Stage
See which opportunity is hot, which one is waiting, and who needs a follow-up and when.
Prepares Quotes Fast and Accurately
Build quotes with current price, inventory and customer terms. Keep revisions with their version history, so quotes stop getting lost in inboxes.
Turns the Quote into an Order
An approved quote becomes an order in a single step. Inventory, shipment, invoice and collection all move through the same sales record.
Makes After-Sales Visible
Track delivery, service, field visits and customer requests from the same customer record. Processes that start with a sale never get lost between teams.
Tracks Team Performance
See tasks, targets, actual sales and team performance by sales rep. Meetings run on current sales data, not a guess.
Works Alongside Collection and Risk
The sales team sees the customer's balance, due date and risk status before moving forward. New orders on risky accounts stay under control.
Shapes Itself Around Your Sales Setup
Sales stages, approval steps, quote formats, tasks and reports get configured to match how you work.
Modules That Work Together
Connected modules that extend your sales flow come online inside the same system when you need them.
Customer Portal
Your customers track their quotes, orders, invoices and balances from their own screen.
Electronic Signature
Moves signing on quotes, contracts and approval-bound documents into a digital flow.
Appointments
Plan customer conversations, visits and follow-ups on a calendar.
VoIP
Link calls to the customer record, so conversation history stays visible across the team.
Subscriptions
Track recurring sales, renewals and contract-based revenue.
Rental
Manage the contract, term, return and billing processes for rented products.
Marketing That Feeds Sales
Turn interest from campaigns, forms, email, SMS, WhatsApp, social media, events and surveys into sales opportunities. Marketing data feeds into a flow your sales team can follow.
What Sets It Apart
Every sales promise rests on real data
When quoting, nobody needs to check inventory, price and customer balance separately. In marqey, the sales team sees the customer, history, open quotes, orders, balance and collection status on the same record. So the promise you make rests on the real state of the system. The quote ties to the order, the order to the shipment, the sale to the collection, and the information stays with the company even when the team changes.
- Live price
- Connected order
- Customer that stays
What Do You Gain?
Discipline in sales, trust with customers
Catch the opportunity while it's hot
You won't miss a pending quote, a conversation that never got followed up, or a customer whose follow-up is due.
Keep customer knowledge with the company
Conversations, quotes, special terms and sales history stay in the system. Your sales operation builds a memory that lasts.
Come across as more professional
Deliver a sales experience that responds faster and feels more reliable.
Frequently Asked Questions
Which steps does Sales and CRM track from opportunity to order?
Customer conversations, opportunities, quote versions, approvals, orders and after-sales tasks remain in the same customer history. The team can see from the record why each opportunity is waiting.
How do sales-representative and manager views differ?
Representatives manage their customers, tasks and quotes. Managers review the team pipeline, discount requests and pending work. Permissions can also be limited by customer and value.
Can existing customer and opportunity data be migrated?
Account cards, contacts, open quotes and active opportunities are reviewed against their sources. Current history that affects a sales decision takes priority over importing every old note.
How do inventory and finance connections change the sales process?
A quote can use current product, price and available-stock data. After order, dispatch, invoice and receipt status stay on the customer record. The first scope defines the order of these connections.
Which flow should be the first sales pilot?
Run one customer or sales type from first contact through order. Add other teams after quote approval, stock checks and follow-up tasks have passed their acceptance checks.
How You Start
Let's map out your sales process together
We look at your customer tracking, sales stages, quote setup and team structure together. See how marqey sharpens your operation in a demo, and get a proposal that fits your needs.