Sales Management
Manage course sales, merchandise, and ancillary services. Quotations, invoicing, and revenue tracking integrated with your educational ERP. Trusted by 500+ institutions.
Overview
Educational institutions generate revenue far beyond traditional tuition - corporate training programs, facility rentals, consulting services, merchandise, and event tickets all contribute to institutional sustainability. OpenEduCat's Sales Management module provides professional sales operations capabilities integrated with your educational platform, from quotation to invoice to revenue recognition.
Key Features
Everything you need to manage sales management effectively
Lead Capture
Create opportunities from inquiries and referrals
Pipeline Stages
Track opportunities through sales stages
Probability Weighting
Forecast based on stage and confidence
Activity Management
Schedule and track sales activities
Team Collaboration
Multiple team members on opportunities
Quote Builder
Drag-and-drop quote creation
Product Catalog
Select from standard products and services
Custom Items
Add one-off items with descriptions
Pricing Rules
Tiered, volume, and customer-specific pricing
Discount Management
Approval workflows for discount limits
Standard Terms
Library of approved terms by product type
Custom Clauses
Add special terms for unique situations
Digital Acceptance
Electronic signature for quote acceptance
Version Control
Track quote revisions and changes
Validity Management
Expiration dates and extension handling
Order Confirmation
Convert quotes to confirmed orders
Delivery Scheduling
Schedule service delivery or product fulfillment
Partial Delivery
Support for phased delivery
Change Management
Handle scope changes with proper documentation
Customer Portal
Self-service order status and history
Auto-Invoicing
Generate invoices from orders automatically
Manual Invoicing
Create invoices for ad-hoc sales
Milestone Billing
Invoice based on project milestones
Recurring Billing
Subscription and retainer invoicing
Credit Memos
Issue credits and adjustments
Pipeline Reports
Opportunities by stage and value
Revenue Dashboard
Sales by category, customer, and period
Win/Loss Analysis
Understand why opportunities close or fail
Salesperson Performance
Activity and revenue by team member
Customer Analytics
Revenue trends by customer
Seamless Integrations
Connect Sales Management with your favorite tools and services
Plus REST API, webhooks, and custom integrations for your specific needs
Excited To See It Live and In Action?
See our system power up close and how it can transform your workflow!
Try it free for 15 days. No credit card required.