MakeMyCEO - Sales

We Upgrade Businesses Via Systems

CRM and Order-to-Cash — All in One App

Sales is the growth engine of every organization, and it performs best when every step—from lead follow-up to payment collection—is connected and visible.
The MakeMyCEO Sales & CRM System brings your entire customer lifecycle into one unified platform. Track prospects, close deals faster, generate professional documents, manage deliveries, and ensure timely collections—all without switching systems.

Key Sales & CRM Capabilities

Create professional quotations
Run a lightning-fast order-to-delivery-to-cash cycle
Set smart pricing rules
Use blanket orders to honor customer contracts
Ensure timely customer payments

Create professional quotations

Winning new business depends not only on product quality, but also on speed and professionalism.
MakeMyCEO enables your sales team to generate ready-to-send quotations within minutes using pre-configured customer, item, and pricing masters.

Key advantages:

Select customer or lead instantly
Auto-fetch items, pricing, and terms
Use customizable, branded quotation templates
Email quotations directly with personalized messages

Sales teams can track negotiations, follow up efficiently, and convert quotations into orders without losing context—improving conversion rates and decision clarity.

Run a lightning-fast order-to-delivery-to-cash cycle

Order fulfillment is the backbone of repeat business and customer trust.
MakeMyCEO ensures that every confirmed sale flows smoothly through order processing, inventory, delivery, and billing—without delays or confusion.

Once a Sales Order is created:

Stock availability is checked instantly
Requisitions can be raised for missing items
Manufacturing or service workflows are triggered when needed
Items are reserved against specific orders
Logistics and accounts stay aligned

This tightly connected flow ensures on-time deliveries, faster invoicing, and improved cash flow.

Set smart pricing rules

Pricing flexibility drives sales momentum.
MakeMyCEO allows you to define pricing and discount rules that automatically apply during order creation—ensuring no opportunity is missed.

You can:

Set customer-specific discounts
Apply quantity-based or time-based pricing
Run promotional offers automatically

This removes manual effort while maintaining pricing discipline and profitability.

Use blanket orders to honor customer contracts

Long-term relationships are built on trust and consistency.
MakeMyCEO helps you capture agreed pricing and quantities for key customers using Blanket Orders.

Whenever a new order is created:

Contracted rates are applied automatically
Quantity commitments are monitored
Compliance with agreed terms is ensured

This strengthens customer confidence and supports long-term, value-driven partnerships.

Get timely payments from your customers

Healthy cash flow depends on timely collections.
MakeMyCEO gives you complete visibility into accounts receivable, helping you track outstanding payments and reduce delays.

Key features include: