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Transform
Quotes to Cash.
Streamline your entire sales process with AI-powered automation. From quote generation to order fulfillment, close deals faster and boost revenue.
- No credit card
- 14-day trial
- Cancel anytime
Win Rate
+67%
Deal Velocity
3.2x
Accelerate Your Sales Cycle
Yukti Sales Management helps you close deals faster with automated quoting, streamlined order processing, and integrated workflows that connect sales to fulfillment.
Automate the entire sales process from quote creation to payment collection
Seamless connection between sales, inventory, and accounting
Empower customers with portal access to quotes, orders, and invoices
Impact Metrics
Faster Quote Creation
Reduction in Errors
Faster Order Processing
Higher Win Rates
Core Capabilities
Everything you need to manage your sales operations efficiently
Quote Management
Create professional quotes in minutes with customizable templates, product catalogs, and pricing rules. Send quotes via email and track customer responses.
- Customizable quote templates
- Product catalog with pricing tiers
- Discount and pricing rules
- Quote versioning and revisions
- Email delivery and tracking
- E-signature integration
Order Management
Manage the entire order lifecycle from creation to fulfillment. Track order status, manage backorders, and automate order processing workflows.
- Multi-channel order capture
- Order status tracking
- Backorder management
- Partial shipment handling
- Order modification and cancellation
- Automated order workflows
Product Catalog
Maintain a comprehensive product catalog with variants, pricing, images, and specifications. Support for bundles, kits, and configurable products.
- Product variants and options
- Dynamic pricing rules
- Product bundles and kits
- Product configurator
- Multi-currency pricing
- Inventory integration
Customer Portal
Give customers self-service access to quotes, orders, invoices, and support tickets. Reduce support burden and improve customer satisfaction.
- Quote approval workflow
- Order history and tracking
- Invoice download
- Support ticket creation
- Document repository
- Custom branding
Pricing & Discounts
Flexible pricing engine with support for volume discounts, promotional pricing, customer-specific pricing, and approval workflows.
- Volume-based pricing
- Customer-specific pricing
- Promotional campaigns
- Discount approval workflows
- Price lists by segment
- Margin protection rules
Sales Analytics
Comprehensive sales reporting and analytics. Track revenue, margins, product performance, and sales team productivity.
- Revenue and margin analysis
- Product performance metrics
- Sales team dashboards
- Customer lifetime value
- Win/loss analysis
- Custom report builder
Advanced Features
Product Configurator
Configure complex products with dependencies, constraints, and pricing rules.
Shipping Integration
Real-time shipping rates, label printing, and tracking from major carriers.
Payment Processing
Accept payments online with integrated payment gateways and PCI compliance.
Contract Management
Manage sales contracts, renewals, and amendments with e-signature support.
ERP Integration
Seamless integration with accounting, inventory, and manufacturing modules.
Mobile Sales App
Create quotes and orders on the go with native mobile applications.
Streamlined Quote-to-Cash Process
Create Quote
Generate professional quotes in minutes
Send & Track
Email quotes and track customer engagement
Approve
Customer approves with e-signature
Convert to Order
Automatically create sales order
Invoice & Collect
Generate invoice and collect payment
Ready to Accelerate Your Sales?
Start closing deals faster with Yukti Sales Management