ABC Industries ERP & CRM
14 Aug 2026
Main Dashboard (Bird's Eye View)
Lead Book & Pipeline
Completed Orders
Lost Leads
Client & Company
Contact
Est. Value
Current Stage
Actions / Workflow
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Add New Lead
Client Name
Company Name
Contact Number
Email
Estimated Order Value (₹)
Cancel
Save Lead
Manage Order
Update Current Stage
1. Lead / CRM
2. Quotation
3. Follow-up
4. Proforma Invoice (PI)
5. Advance Payment Confirmed
6. Manufacturing
7. Packaging
8. Final Payment / Credit
9. Invoice Generated
10. Dispatched
11. Order Complete Verification
12. Completed Order
Mark as Lost Lead
Reason for Lost Lead
Update Stage
Quotation & Follow-up CRM
Quotation Number
Quotation Amount (₹)
Follow-up Notes
Next Follow-up Date
Proforma Invoice & Advance Payment
Proforma Invoice No (PI)
Advance Received (₹)
Advance Status
Pending
Confirmed
Manufacturing & Production Tracking
Drawing Number
Serial Number (Manufactured Product)
Problem Encountered Slot
How did you solve it?
Manufacturing Status
Pending
In Progress
Completed
Packaging, Final Payment & Invoicing
Packaging Details / Specifications
Final Payment Mode / Status
Pending
Received
Credit Approved
Invoice Number
Invoice Amount (₹)
Dispatch & Verification
Dispatch Details / Transporter
Tracking Number / LR No.
Order Completion Verification Remarks
Verify Order Complete Checklist
Cancel
Save All Workflow Updates