In Tribe CRM, you can capture the sales process from A to Z in the sales opportunity. This helps you realise more sales, without costing you any extra time. The sales opportunity contains all the important information you need to complete your sales process successfully. Record contact moments and make nice, professional quotations. In the sales dashboard, you can see the sales pipeline and keep track of everything that is going on in sales. This article shows you the possibilities of the sales module.
​

The sales module allows you to record the entire sales process in a sales opportunity. From creating a first opportunity to sending and having the quotation signed. This allows you to optimise your sales process and send more quotations and welcome more customers.
​

Anytime, anywhere access to sales information
​

With Tribe CRM, you can be productive wherever you are, including on your smartphone or tablet. So you are well prepared for your appointments and record all tasks, notes, leads and follow-up appointments immediately after your appointment. That way, you always and everywhere have an overview of your individual opportunities and the total sales pipeline.
​

The sales pipeline and sales opportunities on your smartphone
​

The sales pipeline and sales opportunity on your smartphone in Tribe CRM
​

The sales opportunity on your PC

Professional quotations in your own corporate identity
​

Templates allow you to create quotation templates in your own corporate identity. Simply add product rules to a sales opportunity and quote it at the touch of a button.
​

Creating a quotation from product rules in a sales funnel in Tribe CRM
​

You immediately see a preview on your screen so you have a good idea and can make any adjustments before you issue the quotation to your (potential) client.
​

Sample quotation on your screen in Tribe CRM
​

You can also set up the accompanying e-mail in your own corporate identity:
​

Quotation accompanying e-mail in Tribe CRM
​

View and approve quote immediately
​

When sending the quotation, the customer receives a link to the quotation and can directly approve, reject, request a change or download the quotation as a pdf. This way, the customer can move quickly and so can you!
​

Quote approval in Tribe CRM
​

Automate your sales process
​

Receive notifications of signed quotations and create tasks automatically. The more you automate your sales process, the more effective you can work.
​

Notification of signed quotation in Tribe CRM
​

The sales dashboard
​

The sales dashboard gives you a direct view of the sales team's performance. Standard widgets are available, but you can also expand the dashboard with your own widgets and views. The dashboard gives you insight into the sales pipeline, forecast, forecast per phase and in addition, views can be displayed. This gives you an overview and makes it easy to click through to the individual sales opportunities you want to work on.
​

The sales dashboard in Tribe CRM
​

The article How does the sales module work provides more information on how to work with the sales module.
​

Administrators of Tribe CRM can easily activate the Sales module themselves. You can do this in the account settings:
​