Manage the pipeline from opportunity to sales order

Apus CRM tracks opportunities through each stage and links to quotations and sales orders — so sales and operations look at the same data.

Pipeline stages

Define stages that fit how you sell (e.g. outreach → discovery → quote → close). Each opportunity has an expected value and a probability, so you can forecast revenue.

Update opportunities

1. Go to CRM → Opportunities and create or open one.
2. Log activities (calls, meetings, emails) and the next step.
3. Update the stage as it progresses — the forecast updates automatically.

Convert to an order

When you close, convert the opportunity into a quotation and then a sales order. The sales order affects inventory and receivables immediately because every module shares one data layer.