Never Lose Track of a Customer Enquiry.
Record each enquiry against the customer with the items, quantities and prices they asked about, keep every follow-up on the same lead, and print it as a quotation when you are ready.
AYBN ERP — From Lead to Ledger, Everything Connected.
- CustomerPicked from your customer list
- Items and quantitiesWhat the customer asked for
- Prices, tax and discountPriced line by line
- Follow-upsDated comments and the next expected date
- StatusOpen, closed or cancelled
Enquiries slip away between calls, notebooks and spreadsheets.
Most lost sales are not lost to a competitor. They are lost because nobody called back.
Lost follow-ups
Callbacks live in someone’s notebook or phone, so promised follow-ups are missed.
No record of what was asked
Items, quantities and prices discussed on a call are not written down where the team can see them.
Customer details typed again
Every enquiry starts by re-entering the customer’s name, GSTIN and address.
No view of open enquiries
Nobody can say which enquiries are still open and which were won or dropped.
Every enquiry on one record, connected to your customers and items.
In AYBN ERP a lead is raised for a customer from your customer list and uses the same item catalogue as your orders and invoices. Follow-ups, prices and the quotation print all live on that one lead.
Receives: Customer records (GSTIN, PAN, addresses, credit limit) and your item catalogue with tax rates.
Feeds: Priced lead lines print as a branded quotation. When the customer confirms, the sales order is entered separately today, using the same customer and item records.
AYBN ERP — From Lead to Ledger, Everything Connected.
What you can do with Leads in AYBN ERP
The capabilities that matter most day to day, each connected to the rest of the ERP.
Lead register
Log each enquiry with its date, customer, reference, items, quantities and expected purchase date.
Follow-up log
Add dated follow-ups with comments and an updated expected purchase date, so the next call is never forgotten.
Priced lead lines
Add prices, tax and discounts per line. Line and lead totals are worked out for you.
Open, closed or cancelled
Close a lead when the enquiry ends, or cancel it, so the open list shows real demand.
One customer record
Leads use the same customer record as orders, invoices and ledgers: entered once, used everywhere.
Print as a quotation
Print the priced lead as a branded quotation, with your logo and layout from print setup.
Learn more about Print as a quotation
Upcoming in Leads
UpcomingLead sources and campaigns
UpcomingRecord where each enquiry came from and which campaign brought it, and see which sources turn into orders.
Lead assignment and duplicate checks
UpcomingAssign leads to salespeople or teams with a full history, and spot likely duplicates by mobile, email or GSTIN.
Opportunities and sales pipeline
UpcomingTrack each opportunity through your own pipeline stages, with expected value, probability and closing date, in list or board view.
Activities and reminders
UpcomingPlan calls, meetings, demos and site visits, with reminders for overdue follow-ups and expiring quotations.
See Leads in a guided demo
We will walk through it with your own products, customers and documents.
From first enquiry to a priced quotation.
A lead collects everything about one enquiry, from the first call to the price you quote.
- StepAvailable today
- StepUpcoming
- Not linked yet
The Leads workflow
- Enquiry
- Lead
- Follow-ups
- Opportunity (upcoming)
- Quotation
- Customer PO (upcoming)
- Sales Order
Today the order is entered separately, using the same customer and item records. Opportunities, the customer’s PO and creating the order from the accepted quotation are upcoming.
Enquiry
A customer calls, writes or visits with a requirement.
Lead
Raise a lead for that customer with the items, quantities and expected purchase date.
Follow-ups
Each conversation is added to the lead with a comment and a new expected date.
Opportunity
UpcomingQualified leads will become opportunities that move through your pipeline stages.
Quotation
Add prices, tax and discounts, and print the lead as a quotation.
Customer PO
UpcomingThe customer’s acceptance and purchase order will be recorded against the quotation.
Sales order
When the customer confirms, record the order using the same customer and item records.
One lead, one place for the whole conversation.
The lead, its priced lines and every follow-up sit together, so anyone on the team can pick up where the last person left off.
- Lead raisedCustomer, items, quantities, expected date
- Follow-up addedComment and a new expected date
- Lines pricedPrices, tax and discounts
- Quotation printedBranded print from the same lead
Diagram of the lead record. See the real screens in a guided demo.
What it means for your business
Fewer missed follow-ups
Every follow-up is dated on the lead, so callbacks happen when they should.
Customer details entered once
Leads reuse the customer record that orders, invoices and ledgers already use.
Quotations without retyping
A priced lead prints as the quotation, so the numbers you discussed are the numbers you send.
A truthful open list
Open, closed and cancelled leads are kept apart, so management sees real demand.
Practical guides related to Leads
- Guide · Sales & CRM
Lead management for small businesses: a simple system that works
How a small business can track enquiries without a heavy CRM: what to record for each lead, how to run follow-ups, and when to close a lead.
6 min read - Article · Sales & CRM
Quotation vs sales order: what each document does
A quotation is an offer; a sales order records what the customer has agreed to buy. How the two differ, what each should contain and how one leads to the other.
5 min read
Leads: common questions
What is lead management software?
Lead management software keeps every sales enquiry in one place: who asked, what they need and when to follow up. In AYBN ERP a lead also carries items, quantities and prices, so it can be printed as a quotation.
Can I record follow-ups on a lead?
Yes. Each follow-up is saved on the lead with a comment and the next expected purchase date, so the history of the enquiry stays together.
Does a lead need an existing customer?
Yes. A lead is raised for a customer from your customer list, so details such as GSTIN and addresses are entered once and reused on orders and invoices.
Can I turn a lead into a quotation?
Yes. Add prices, tax and discounts to the lead lines and print it as a branded quotation. In AYBN ERP the lead and the quotation are the same record.
Can a lead be converted into a sales order?
Not today. The sales order is entered separately, using the same customer and item records, so nothing about the customer or items has to be set up again.
Can I close or cancel a lead?
Yes. Close a lead when the enquiry is finished, or cancel it if it will not go ahead. Closed and cancelled leads stay on record.
Will AYBN ERP have a sales pipeline?
Yes, it is upcoming. Opportunities will move through your own pipeline stages in list or board view, with lead sources, campaigns and lead assignment alongside. Today leads are open, closed or cancelled.
See How AYBN ERP Can Connect This Workflow
Bring your sales, inventory, accounting, GST and payments together in one connected ERP.