All Oveersuite products
Sales
OveerCRM
A connected pipeline from leads to invoices
Your sales team works on a unified board: complete customer history, standardized quotes, and daily measurable targets.
+24%
conversion rate
-40%
stalled deals
1 click
quote to invoice
Key Features
What you get
Visual pipeline
Customizable deal stages complete with probabilities and values.
Complete customer history
All emails, calls, quotes, and transactions in a single timeline.
Standardized quotes
Quotation templates with controlled pricing, discounts, and approvals.
Team targets & KPIs
Quota per rep, leaderboards, and alerts for stalled deals.
Sales order to invoice
Won deals convert directly into orders, shipments, and invoices.
Automated follow-ups
Reminders, email sequences, and automated tasks so no lead falls through the cracks.
Modules
Available modules
Standard
- Visual sales pipeline with drag-and-drop stages
- Lead and customer database with company profiles
- PIC (contact person) profiles and relationships
- Deal management with value and probability
- Task, reminder, and follow-up scheduling
- Full activity thread per lead and company
- Raw lead inbox with deduplication
- Quotation builder with product catalogue
Professional
- Stage automation and rotting-deal alerts
- Quote to sales order to invoice in one click
- Approval limits for discounts and quotations
- Sales target, forecast, and commission tracking
- Territory, industry, and source-based assignment
- Customer 360: orders, invoices, tickets, payments
Enterprise
- CRM insights: win/loss analytics by product and channel
- Team management with role-based record visibility
- Scheduled email performance reports to management
- Multi-entity customer master with shared credit limits
