WhoDB
Clidey ERP / Sales

From a first click to a locked order.

Clidey Sales works leads through a configurable pipeline, quotes from price lists with a margin check, and locks accepted quotes into orders the warehouse and finance pick up straight away.

v0.2.0Current version
30Entities installed
108%Q4 weighted vs target in the demo
SALES.NORTHWIND.APP / PIPELINE / Q4
THE ROAD TO CITY GROCERS
THE ROAD TO CITY GROCERSA lead arrives from a post.

A buyer at City Grocers, a chain of 14 stores, saw a post and asked for prices. The lead lands at the sales office with the post attached.

New leadCity Grocers14 stores
SCROLL
Inside the app

The screens from the story.

SALES.NORTHWIND.APP / PIPELINE / Q4
Every deal, by stage

Value, owner, days in stage and next step on every card, with weighted forecast against target in the header.

What installs into your project

Entities, functions and apps you can read and change.

ENTITIES
LeadAccountContactOpportunityQuoteSales orderPrice listCommission plan
FUNCTIONS
score_leadweighted_forecastcheck_margin_floorlock_ordercalc_commission
APPS
CRMSales desk