Sales, CRM, Contacts and E-signature
From first lead to cash received, in one flow that ends in a UAE tax invoice and a posted receipt.
Key workflows
- Move leads across the drag-and-drop pipeline board, log activities and reminders.
- Convert a lead to a customer and make a quotation.
- Turn quotations into sales orders with a credit check, then delivery notes and tax invoices.
- Record receipts by bank, cheque, post-dated cheque, cash or card.
- Send customer statements and review receivables ageing and gross margin.
What it posts to the ledger
- Tax invoices and tax credit notes post receivables, revenue and VAT.
- Receipts post to bank or cash and clear receivables.
Modules in this group
Contacts
One profile per company or person, as customer, supplier or both.
Sales
Quotations to UAE tax invoices and credit notes, receipts, statements and ageing.
CRM
Drag-and-drop pipeline, leads, activities and reminders.
E-signature
Ask customers, suppliers, tenants or staff to sign documents. Needs Email and WhatsApp.
Email and WhatsApp
One channel for system messages and alerts.
Related modules
NEPTUN POS 2.x retail and restaurant point of sale
Accounting, UAE VAT and Fixed assets
Documents and expiry, and Product warranty
Descriptions state product capabilities only. They are not legal, tax or accounting advice. Confirm your configuration with your tax adviser.
See NEP ERP on your own numbers.
Tell us about your business and the modules you need. We will arrange a demonstration.