Sales Teams

Sell faster. Follow up smarter. Close with confidence.

EngiFlow360 is a complete sales support engine—capture every enquiry, automate follow-ups, streamline quotations, and track performance in real time.

EngiFlow360 Mobile App
🔧
New Ticket Assigned CNC-500X • Breakdown
🔧
New Ticket Assigned CNC-500X • Breakdown
LEAD CAPTURE

No Lead Gets Missed

Capture leads from website, social media, B2B portals, QR scans, manual entries, and campaigns into one central CRM. Never lose an inquiry in a spreadsheet again.

  • Centralized lead repository
  • Automated parsing from sources
  • Duplicate detection
New Leads Live
Inquiry #4492
CNC Machine Request
Web
Inquiry #4493
Spare Parts Quote
Email
ALLOCATION

Smart Lead Allocation

Round robin, manual, or rule-based allocation by territory or expertise. Ensure fair distribution and faster response times for every incoming lead.

  • Auto-assign by region
  • Round-robin distribution
  • Load balancing controls
Auto-Assignment
Round Robin
RS
Rahul Sharma North Zone • Online
New Lead
AM
Amit Mishra West Zone • Busy
2 Active
SJ
Sneha Jain South Zone • Away
Offline
FOLLOW-UPS

Faster Follow-ups, Higher Conversions

Never forget to call a prospect. Use smart reminders plus scheduled calls, meetings, emails, and WhatsApp integration to keep every check-in on track.

  • One-click WhatsApp interaction
  • Overdue task alerts
  • Calendar sync
WA
Sent Brochure
Yesterday, 4:30 PM
Call scheduled
Tomorrow, 11:00 AM
NURTURING

Lead Nurturing on Autopilot

Drip emails and automated workflows nurture colder leads while your sales team focuses their energy on high-intent prospects ready to buy.

  • Automated email sequences
  • Re-engagement triggers
  • Activity-based scoring

Wait 3 Days

If no reply to initial outreach

Send Case Study

"How Galaxy Sivtek increased leads..."

Wait 5 Days

Follow-up Check-in

"Did you get a chance to review?"

FILTERING

Easy Prospect Filtering

Hot, Qualified, Contacted, Cold, Junk. Make prioritization instant so reps work on the deals that matter most right now.

  • Custom tags & stages
  • Saved filter views
  • One-click prioritization
Status: Hot ×
Value > $10k ×
RK
Rohan Kumar

Industrial Tech Ltd.

HOT
AS
Anita Sharma

Global Exports

WARM
JD
John Doe

New Ventures

NEW
QUOTATIONS

Stronger Deal Management

Create professional quotations, manage multiple versions, track internal approvals, and negotiate with clarity to reduce closing delays.

  • Versioning support (v1, v2...)
  • Approval workflows
  • Discount controls
v3
Quote #Q-204 Negotiation
CNC Machine Type-A $45,000
Installation Kit $2,500
Discount (5%) -$2,375
Total $45,125
Edit
Approve
FULFILLMENT

Order to Invoice Made Simple

Seamlessly convert accepted quotes into Sales Orders, Proforma Invoices, and Final Invoices. Connect sales handoff to accounts and operations instantly.

  • One-click conversion
  • Linked document history
  • Payment tracking
📄 Quote
🛒 Order
💰 Invoice
ANALYTICS

Real-Time Performance Insights

Dashboards and reports give you visibility into lead sources, conversion rates, pipeline health, and individual team member performance.

  • Sales velocity tracking
  • Team leaderboards
  • Forecast vs. Actuals
Team Performance Quarterly
Q1
Q2
Q3
Q4
Revenue $84,500 ↑ 12%
Conversion 22.4% ↑ 4%
Proven in the Field

See how engineering companies are transforming with EngiFlow360.

Frequently Asked Questions

Click "Forgot Password" on the login page and enter your admin email. You'll receive a secure reset link within 2 minutes. For additional security, OTP verification may be required.

Yes! EngiFlow360 supports bulk import via Excel/CSV. Our data mapping tool helps you match columns to the correct fields. We also offer a one-time free migration service for enterprise customers.

The Field Force App automatically caches assigned tickets, customer details, and machine history. Engineers can update job cards offline, and data syncs automatically when connectivity returns.

WhatsApp notification limits depend on your plan. Starter plans include 500 messages/month, Professional includes 2000, and Enterprise offers unlimited. Additional message packs can be purchased separately.