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.
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Real-Time
Win Rate
AI-Powered
Deal Velocity
AI Insight
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AI Agent
Deal Intelligence Agent
Monitors every deal in your pipeline and recommends the optimal next action to move it forward. Learns from your team's best-performing reps to coach the entire organization.
What it does autonomously
- Recommends next-best-action for each open deal
- Alerts reps when a deal shows signs of stalling
- Suggests optimal discount levels based on deal history
- Identifies upsell and cross-sell opportunities
- Predicts close dates based on deal velocity patterns
- Flags deals at risk of competitive loss
The AI Advantage
See how AI transforms your daily workflows
Without AI
- Manually tracking quote follow-ups in spreadsheets
- No visibility into which deals need attention today
- Inconsistent pricing across the sales team
- Lost revenue from forgotten renewal opportunities
- Guessing when to send proposals and follow-ups
- Piecing together customer communication history from scattered email threads
With Yukti AI
- AI recommends the best next step for every deal
- Real-time deal health dashboard with risk alerts
- Dynamic pricing guided by margin rules and deal context
- Automated renewal reminders months in advance
- Data-driven timing for outreach based on buyer behavior
- Every customer interaction logged automatically and searchable in one thread
See What This Could Save Your Team
You could save ~21.0 hours/month
Estimated total: ~44.5 hours/month, ~$1,460/month
Based on the default figures shown above. Adjust any input to see your own estimate.
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. Deals arrive here already qualified from CRM (see CRM vs Sales for how the two modules divide the work).
Automate the entire sales process from quote creation to payment collection
Direct 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
AI-Powered Sales Intelligence
Close more deals with predictive insights and automated guidance
Smart Lead Scoring
AI analyzes lead behavior and demographic data to prioritize the hottest prospects most likely to convert.
- Conversion probability score
- Behavioral tracking
- Churn risk alerts
Next Best Action
Receive real-time recommendations on the best next step to take with each deal to maximize win rates.
- Deal health monitoring
- Upsell recommendations
- Optimal contact time
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
Native 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
Common Questions About Sales Management
Does Yukti Sales Management connect to the CRM module?
Yes. Sales Management shares data directly with Yukti CRM, so leads and opportunities in the pipeline convert into quotes and orders without re-entering customer information. Deal Intelligence Agent recommendations, activity history, and contact details carry over from CRM into every quote and order.
What does the quote-to-cash process look like in Yukti?
A sales rep creates a quote from the product catalog with applicable pricing rules, sends it to the customer for review, and the customer approves it with an e-signature. Yukti then automatically converts the approved quote into a sales order, generates the invoice, and tracks payment collection, all within one connected workflow.
Can I set different pricing for different customers or segments?
Yes. The pricing engine supports volume-based discounts, customer-specific price lists, promotional campaigns, and segment-level pricing, with optional approval workflows for discounts that fall outside standard margin rules.
How does Yukti help with pipeline forecasting and deal prioritization?
Smart Lead Scoring ranks prospects by conversion probability using behavioral and demographic signals, while the Deal Intelligence Agent monitors open deals, flags ones at risk of stalling, and predicts close dates from deal velocity patterns so sales managers can prioritize where attention is needed.
Does the sales module handle backorders and partial shipments?
Yes. Order Management tracks order status end to end, including backorder handling and partial shipment fulfillment, and stays connected to Yukti Inventory so reps can see real-time stock availability before committing to a delivery date.
Works Best With
Explore related modules that work together
Ready to Accelerate Your Sales?
Start closing deals faster with Yukti Sales Management