Lead Capture
Record enquiries for paid programmes and products with contact details.
Finance & Administration
Sales Management
Track leads, quotes and orders for the paid programmes and products your institution sells, such as courses, workshops or uniforms. Teams see each deal's stage and payment status without juggling spreadsheets.
- Lead and enquiry pipeline
- Quotes and orders
- Payment status tracking
Live
Finance & Admin
Sales Management
Lead Capture
Record enquiries for paid programmes and products with contact details.
Pipeline Stages
Lead Ownership
Quote Creation
Prepare quotes listing the programme or product, quantity and price.
Order Management
Convert accepted quotes into orders and keep them on record.
What You Get
Built to make Sales Management simple
Track leads, quotes and orders for the paid programmes and products you sell.
01
Keep Every Lead and Enquiry in One Pipeline
Record each enquiry for a paid programme or product and see where it stands at a glance.
- Lead and enquiry pipeline
- Stage-wise view of every opportunity
- Assigned owner for each lead
Sales Management
Finance & Administration
- Lead CaptureRecord enquiries for paid programmes and products with contact details.
- Pipeline StagesMove each lead through stages such as new, contacted, quoted and won.
- Lead OwnershipAssign each lead to a staff member responsible for follow-up.
02
Move From Quote to Order Without Retyping
Prepare quotes and convert accepted ones into orders using the same details.
- Quotes for programmes and products
- Orders created from quotes
- Items, quantities and amounts recorded
Sales Management
Finance & Administration
- Lead OwnershipAssign each lead to a staff member responsible for follow-up.
- Quote CreationPrepare quotes listing the programme or product, quantity and price.
- Order ManagementConvert accepted quotes into orders and keep them on record.
03
Know Which Orders Are Paid and Which Are Pending
Payment status is tracked against each order so follow-up is simple.
- Payment status tracking
- Pending payments clearly flagged
- Order history for each customer
Sales Management
Finance & Administration
- Order ManagementConvert accepted quotes into orders and keep them on record.
- Payment StatusMark orders as paid, partly paid or pending.
- Customer HistorySee earlier enquiries, quotes and orders for the same person.
Key Capabilities
What you can do with Sales Management
Everything inside Sales Management, ready to use from day one.
Pipeline Stages
Move each lead through stages such as new, contacted, quoted and won.
Lead Ownership
Assign each lead to a staff member responsible for follow-up.
Quote Creation
Prepare quotes listing the programme or product, quantity and price.
Order Management
Convert accepted quotes into orders and keep them on record.
Payment Status
Mark orders as paid, partly paid or pending.
Customer History
See earlier enquiries, quotes and orders for the same person.
Sales Reports
Review leads, orders and payments over a chosen period.
Before & After
See what Sales Management changes at your institution
Before vs. after adding Sales Management to EduVision Pro.
- 1
One Pipeline
SolvedEvery lead is stored with its current stage and owner.
- 2
Quote-to-Order Flow
SolvedDetails carry from quote to order without rework.
- 3
Tracked Payments
SolvedPayment status is shown next to each order.
- 4
Clear Reports
SolvedLeaders can review leads and orders in a single view.
FAQ
Sales Management questions answered
Not seeing your question? Ask our team during a demo and we will walk you through it.
Request a DemoWhat kind of sales does this module cover?
It is meant for the paid programmes and products your institution sells, such as short courses, workshops or other items.
Can we create quotes?
Yes. You can prepare quotes and turn accepted ones into orders.
Can we assign leads to team members?
Yes. Each lead can be assigned to a staff member who is responsible for follow-up.
Can we see payment status?
Yes. Orders show whether payment is complete or still pending.
Can we get reports?
Yes. You can review leads, orders and payments for a chosen period and export them if needed.
Built For You
One platform, every kind of institution
Sales Management adapts to the way your institution works.
Works Together
Related features
Every module shares the same student and staff record, so nothing is entered twice.
Let's Build a
Brighter Future Together
Partner with EduVision to simplify education, empower people and create lasting impact for your institution.