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Sales
AvailableCore

From quotation to signed contract, without retyping a line.

Quotations become sales orders, sales orders become customer contracts, and contracts become projects — each step carrying forward the customer, pricing and scope instead of starting over.

01Workflow

How work moves through Sales.

  1. 1Opportunity
  2. 2Quotation
  3. 3Sales order
  4. 4Contract
  5. 5Project
02What's inside

Built for the real workflow.

What Sales does in Circumz today — nothing listed here is on a roadmap.

01

Quotations

Line-item quotations with tax and discount, issued and tracked through Draft, Sent, Accepted, Rejected and Expired.

02

Sales orders

Confirm a quotation into an order and track it through fulfillment.

03

Customer contracts

Formal contracts with value, term and status, linked directly to the project they fund.

04

One-click project creation

Turn an active contract into a project without re-keying scope or customer data.

03How it connects

Not a silo. A step in the chain.

Sales orders and contracts are the entry point into Projects and Finance. Everything references the same customer, project and financial records — no exports, no re-keying.

See how the whole platform fits together
Receives from
CRM opportunitiesCustomers & parties
Sales
Feeds into
ProjectsFinance invoicingLogistics shipments

See Sales on your own operation.

A walkthrough of this module and the rest of the platform, configured around how you work.