Stop separating sales from production reality. Let delivery dates come from capacity and prices from real cost.
The Jovi ERP CRM module brings customer records, opportunities, quotes and orders onto the same screen as stock and production capacity. The sales funnel, activity tracking, pricing and after-sales all run on one data set, so stock on hand and available capacity are visible while a quote is being written.
PIPELINE · Q3 12 deals sitting at quote
First contact34 4 days
Discovery21 9 days
Quoted12 26 days needs a call
Contract7 6 days
Won5 2 days
Open deals74
Longest wait 26 days
Five stages and how many deals are sitting in each. A narrow stage is expected; a stage that is narrow and old is the one worth a call, and it is the only one marked. Representative interface.
The Jovi ERP CRM module puts the sales team on the same screen as stock and production data. When a quote goes out, the delivery date comes from capacity and the price from real cost — not from an estimate.
When an opportunity closes, the quote becomes an order in one step: stock is reserved, the job enters the production plan and the account opens. Nothing is typed twice between sales and operations.
Use case
A distributor’s twelve-person sales team issues 300 quotes a month. The AI engine scores each opportunity, flags low-probability high-value deals for management, and warns early about customers whose order frequency is dropping.
What you can do
Customer record
Contact details, segment, balance and order history on one card.
Opportunities and pipeline
Split opportunities into stages, assign owners and track win probability.
Quoting
Produce quotes with pricing, revision history and multi-step approval.
Order conversion
Turn an accepted quote into an order in one step, reserving stock and capacity immediately.
Activity tracking
Keep calls, visits and reminders attached to the customer record.
Sales reporting
Analyse performance by representative, region and product.
Capabilities
Customer management
Hold customer data in one place.
Segmentation
Contact history
Risk and credit limit
Multiple addresses and branches
Sales funnel
Manage opportunities stage by stage.
Stage definition
Win probability
Loss reason analysis
Target tracking
Pricing
Give the right price, consistently.
Price lists
Customer-specific pricing
Discount rules
Cost-based guardrails
After sales
Keep managing the relationship after the order.
Complaint records
Service requests
Satisfaction tracking
Reorder reminders
What it changes
Quoted delivery dates backed by real capacity
Prices checked against real cost
No re-keying between quote and order
The whole funnel visible on one screen
Loss reasons that can actually be measured
Customer history that outlives any one rep
With AI
Win-probability prediction
Early warning on customers whose order frequency is falling
It can, but the value is in the connection. Because the quote screen shows stock position and production capacity, a delivery date comes from the plan rather than a guess. Keep CRM separate from the ERP and that information is not in front of you at the moment of the sale.
How does a quote become an order?
An approved quote converts in one step, carrying lines, pricing and delivery date across. The order triggers a stock reservation and, where needed, a production request. Because it stays one record, the gap between what was quoted and what shipped is traceable.
What does the AI layer suggest on the sales side?
It predicts the probability an opportunity closes, warns early when a customer's order frequency drops, suggests cross-sell products, and flags a quote whose price drifts from the historical average.
Which sales models does it suit?
Both project-based and repeat-order models. It is used by manufacturers, wholesalers, machinery builders, spare parts sellers and logistics firms — anywhere the quote-to-order cycle depends on stock and capacity.