RFQs
Enquiries, specifications, quantities, target price and due dates.
Quotations
Commercial offers, versions, margin notes, approvals and expiry.
Products & Specifications
Product families, technical specifications and sales notes.
Distributor Network
Territory, targets, partner engagement and account status.
Sales Orders
Customer PO, value, production commitment and status.
Production Follow-up
Production stage, expected completion and sales-side visibility.
Dispatch & Logistics
Packing, transporter, LR/tracking and delivery status.
Receivables & Collections
Invoice, due date, ageing and collection follow-up.
Dealer Targets
Monthly/quarterly targets, achievement and gap follow-up.
After-Sales Service
Warranty/service requests, replacement and account follow-up.
CPQ & Price Lists
Configure product, quantity breaks, price lists, discounts and approval controls.
Samples & Trials
Sample request, dispatch, trial result, technical feedback and conversion.
Demand & Sales Forecast
Weighted pipeline, customer forecast, distributor forecast and target gap.
Credit Control
Credit limit, payment terms, ageing, blocked orders and collection actions.
Quality Complaints
Batch/product issue, root-cause follow-up, replacement and CAPA-style action log.
Rate Contracts
Customer/distributor contract pricing, validity, volume commitments and renewals.
Supplier Visibility
Critical supplier, component dependency, expected availability and risk notes.
Industry Pipeline
Industry Lead Fields
- Product Interest
- Monthly Requirement
- GSTIN
- Application / Use Case
- Target Price
- Delivery Location
Included in every Nexus CRM
- Lead & contact management
- Sales pipelines and deal tracking
- Tasks, reminders and activity history
- WhatsApp and email communication
- Campaigns, sequences and consent management
- Workflow automation
- AI support and sales assistance
- Employee directory and attendance
- Custom fields and client change requests
- Integrations hub and API-ready connectors
- Subscription access control and billing
- Role-based Client Admin, Manager, Sales and HR access