Streamline order management with an all-in-one CRM that connects quotes, contracts, fulfillment, and invoicing—turning complex sales processes into seamless revenue generation.
Years Since 2003
Faster Quote Creation
QuickBooks Accuracy
Starting Price/User
Traditional order management creates operational chaos. Sales teams juggle separate systems for quotes, contracts, inventory, and invoicing—forcing data to be manually re-entered at every stage. This fragmentation leads to errors, delays, and frustrated customers who expect seamless experiences.
Time Waste: Sales reps waste hours creating quotes manually instead of selling
Order Errors: Order errors from re-entering data across multiple systems cost time and money
Inaccurate Quotes: Customers receive inaccurate quotes with outdated pricing or product information
Finance Struggles: Finance teams struggle to reconcile orders with invoices and payments
No Visibility: Management lacks real-time visibility into the sales pipeline and order status
Inventory Blind Spots: Inventory teams can't track product availability accurately during the quoting process
Revenue Leakage: Revenue leaks through the cracks when orders fall between disconnected systems
Modern businesses need an integrated Quote-to-Cash solution that automates the entire order lifecycle—from initial quote to final payment—within a single, unified CRM platform.
Salesboom's Order Management CRM eliminates system fragmentation by unifying your entire sales cycle on one platform. From the moment a prospect requests a quote to the final invoice payment, every step flows seamlessly within the same system—no data re-entry, no synchronization errors, no integration headaches.
Transform quote creation from a time-consuming chore into a competitive advantage. Sales representatives can generate professional, accurate quotes in minutes using intuitive interfaces and automated workflows—no spreadsheets required.
Once a customer accepts your quote, Salesboom transforms it into a sales order automatically—triggering fulfillment workflows, updating inventory, generating invoices, and notifying the right teams instantly.
Sales orders are created automatically from accepted quotes with all product details, pricing, customer information, and special instructions carried forward perfectly. The system validates inventory availability, applies any pending promotions, and routes orders based on your custom business rules—all without manual intervention.
The integrated product database and inventory management system ensures accurate stock levels during quoting and order processing. When inventory runs low, automatic alerts notify purchasing teams. When products are allocated to orders, inventory is reserved instantly—preventing overselling and customer disappointment.
Custom workflows guide orders through your fulfillment process automatically. Whether you ship from a single warehouse or coordinate across multiple suppliers and contract manufacturers, Salesboom orchestrates the entire process—from picking and packing notifications to shipping confirmations and delivery tracking.
For businesses with complex supply chains, Salesboom coordinates order fulfillment across different locations, suppliers, and partners. The system automatically routes order components to the optimal fulfillment center based on inventory availability, shipping costs, and delivery timeframes—ensuring customers receive complete orders on time.
Store and manage contracts with automated renewal tracking, version control, and compliance documentation for complete agreement oversight.
Generate invoices automatically from orders with scheduled billing, payment tracking, and seamless QuickBooks synchronization.
Monitor order metrics, sales performance, and revenue forecasts with customizable dashboards and comprehensive reporting.
Create quotes, check order status, and approve transactions from any device with full mobile functionality.
Bank-level encryption, SOC 2 compliance, and comprehensive audit trails protect your sensitive order data.
Native integration ensures 100% data accuracy between your CRM and accounting system with zero duplicate entry.
Implementing Salesboom's Order Management CRM delivers quantifiable improvements across key business metrics—providing rapid return on investment.
Transform quote creation from hours to minutes with automated workflows
Eliminate data re-entry through automation and single-system architecture
Faster response times and professional presentations win more business
Automated invoicing and payment reminders accelerate revenue recognition
Prevent costly returns and customer dissatisfaction through automation
Centralized access eliminates time spent hunting for order information
Improved fulfillment coordination ensures customers receive orders when promised
More time selling instead of administrative tasks drives revenue growth
Technology is only valuable when your team knows how to use it effectively. Salesboom provides comprehensive training and ongoing support ensuring successful adoption.
Every customer receives a personal consultant who understands your business and order workflows, providing tailored guidance throughout implementation and beyond.
Structured implementation process including setup, customization, data migration, and team training gets you operational quickly.
Unlimited training included with subscription—no additional fees for educating new team members as your business grows.
Real human support from CRM specialists, not chatbots or offshore call centers—available whenever you need assistance.
Searchable knowledge base with video tutorials, user guides, and best practice recommendations for self-service learning.
Quarterly platform enhancements delivered automatically at no extra cost, keeping your system current with latest innovations.
See how Salesboom's Order Management CRM can automate your sales cycle and accelerate revenue. Book a personalized demo or start your free 30-day trial today—no credit card required.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamExplore our dynamic tools for quoting, invoicing, product management, automation, AI-driven sales, and unified CRM.
Generate, manage and send professional sales quotes online with ease and flexibility.
Learn MoreCreate and send invoices effortlessly, track payments, and keep your revenue flowing smoothly.
View Invoicing ToolOrganize your product catalog, manage inventory, and sync with your sales pipeline.
Explore ProductsAutomate follow-ups, quotes, sales workflows, and repetitive tasks to boost efficiency.
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Learn HowA complete CRM system that brings together sales, marketing, customer support, and operations.
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