Follow leads through a clear pipeline
The roadmap covers enquiries from website, phone, email, field sales and partner sources. Ownership, territory, expected value, priority and the next follow-up help teams decide what needs attention.
MANUFACTURING & SUPPLY CHAIN
CRM, Leads & Sales Management
Keep the commercial conversation connected to the order.
Plan your rollout with us. This page describes the product roadmap. Confirm current module availability, implementation scope and pricing with our team.
THE BUSINESS CONTEXT
Sales teams need a reliable handover from an initial enquiry to a confirmed order. The Ticktick.ai CRM model brings leads, opportunities, estimates, quotations and follow-ups into a shared commercial workflow, with customer history available to the next team involved.
HOW THE WORK CONNECTS
Understand the scope.
Maintain the quotation trail
Estimates and quotations include quantities, pricing, discounts, taxes, charges and terms. The proposed workflow retains revisions and routes approvals through the appropriate sales, accounts or management roles before conversion to an order.
Build a useful customer history
Customer 360 brings commercial records, invoices, outstanding balances, deliveries, returns, complaints and correspondence into one relationship view. Supported communication channels and integrations must be confirmed for the chosen setup.
A practical quotation scenario
A customer changes quantity after receiving an estimate. The proposed quotation history keeps the commercial revisions available, while the current version goes through the required approval. When accepted, the agreed details should become the basis of the order rather than being reconstructed independently.
Prepare stages that match your sales process
Define what qualifies a lead, when it becomes an opportunity and who owns the next action. Bring examples of approval limits, quotation revisions, expiry and lost opportunities. A short, consistently used pipeline is more useful than many stages that staff interpret differently.
Keep follow-up actionable
A useful follow-up has an owner, a due date, a purpose and a recorded outcome. The next action should reflect what happened in the conversation. Customer 360 is intended to make this context available alongside commercial and operational history.
What should happen when an opportunity is lost?
Record the status and relevant reason while preserving its history. That information can support later review without treating an inactive opportunity as an open sales commitment.
A connected workflow
Lead → Opportunity → Estimate → Quotation → Approval → Sales order
Discuss your rollout
These capabilities describe the product model and development roadmap. Ask us to confirm available modules, implementation requirements and pricing for your business.
Can quotations carry through to sales orders?
That is part of the documented workflow: accepted quotation details carry into the sales order. Ask the team to demonstrate the currently available process.
Does the platform include every messaging channel?
The business model includes several channels, while integrations have their own roadmap. Confirm email, SMS and WhatsApp availability, provider requirements and charges before choosing a plan.