Sales

Key Sales Features

Turn relationships into predictable revenue with one connected sales system.

Officaid’s Sales module unites relationship management, daily activities, pipeline tracking, deal execution, and quotation generation into one operational sales platform.

Instead of juggling CRM tools, task lists, proposal software, and finance handoffs, your team works inside a single system where every sales action connects directly to revenue outcomes.

Team Features

Item Management

Your services and products with categories, pricing rules, and performance tracking.

item management

Sales Pipeline

Visual pipeline boards let you manage deals by stage, value, and probability.

sales pipeline

Deals and Quotations

Create branded quotations directly from deals using your item catalog.

deals and quotations

Actions and Follow-ups

Turn conversations into conversions, with a clear daily action system.

actions and follow-ups