Enterprise Sales Lifecycle Management

Complete CRM and billing platform with approval workflows, quotation management, sales order tracking, invoicing, and revenue assurance — all designed for enterprise teams.

Quotation Management

Create, track, and manage quotations with automatic approval routing

Revenue Assurance

Validate sales orders with exception tracking and escalation

Invoice Management

Auto-generate invoices with tax calculations and delivery tracking

Collection Tracking

Track payment status, follow-ups, and overdue reminders

Platform Features

✅ Approval Workflows

  • • Multi-step sequential approvals
  • • Amount-based escalation
  • • Role-based routing
  • • Immutable audit trail

✅ Lead Management

  • • Lead qualification pipeline
  • • Activity tracking
  • • Document management
  • • Lead to Account conversion

✅ Email Integration

  • • Automatic email dispatching
  • • Activity auto-logging
  • • Notification system
  • • Email delivery tracking

Development Status

✅ Completed Phases

  • ✓ Phase 1: CRM & Lead Management
  • ✓ Phase 4B: Approval Workflow Engine
  • ✓ Phase 5: Email Integration & Activity Logging
  • ✓ Phase 6: Quotation Workflow Integration

🚀 In Progress

  • ⏳ Phase 7: Product & Tax Management
  • ⏳ Phase 8: Revenue Assurance Excellence
  • ⏳ Phase 9: Recurring Billing & Collections
  • ⏳ Phase 10: Reports & Analytics

Total Tests Passing: 68 across all phases

Smart Infraco Sales is built with Laravel 11, Filament 3, and PostgreSQL/SQLite