Sales

Streamline Your Sales Lifecycle from Opportunity to Order

Welcome to Sales Works, your central hub for managing the complete sales journey. seamless tracking of Opportunities, linked Quotations, and Purchase Orders directly within SharePoint. Gain actionable insights with real-time dashboards and comprehensive reporting.

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Seamless Integration, Superior Control

Unlike disconnected spreadsheets or complex external CRMs, Sales Works is a modern Single Page Application (SPA) built directly into SharePoint and Teams. It unifies your entire sales lifecycle—from Opportunity to Purchase Order—ensuring your data remains secure, centralized, and instantly accessible within your existing Microsoft environment.

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100% Digital

Eliminate app-switching. Manage Opportunities, Quotations, and POs directly inside SharePoint and Teams with live data storage in SharePoint Lists.

FAST

Rapid Deployment

Accelerate setup with advanced Excel bulk imports that automatically create missing master data and validate fields instantly

Key App Features

Streamline your sales lifecycle with a modern, SharePoint-integrated solution. From tracking initial opportunities to managing final purchase orders, Sales Works provides the tools you need to close deals faster and analyze performance in real-time.

End-to-End Opportunity Management

Capture and track every business prospect from inception to closure. Use simplified forms or Excel bulk imports to manage leads, while the system automatically handles master data creation for new customers and contacts.

Hierarchical Quote & Order Tracking

Maintain perfect data integrity by linking financial records directly to their source. Associate up to 5 quotations and 25 purchase orders to each parent opportunity, ensuring a complete, audit-ready history of every deal.

Interactive Sales Dashboards

Turn raw data into actionable business intelligence. Access filterable reports and visual charts to analyze win/loss rates, revenue distribution, and pipeline health in real-time without leaving the app

Centralized Configuration & Notifications

Customize the system to match your business rules. Configure ID prefixes (e.g., QTN-2025), manage drop-down options, and configure automated email notification flows to instantly alert users assigned to specific Business Units, ensuring timely follow-ups.

Integrated Document Management

Keep your sales collateral organized and secure within SharePoint. Drag and drop supporting files directly into quotes or POs and view them instantly with built-in PDF and Excel previewers.

Application Overview

Experience a seamless sales workflow fully integrated into your existing Microsoft 365 environment.

Manage Your Pipeline from Lead to Deal

Capture and track every potential sale with precision. Our streamlined entry forms and validation logic ensure you never miss critical data, while bulk tools allow you to manage high volumes effortlessly.

Smart Validation

Detailed forms ensure no required data is missed before saving.

Automated Alerts

Automatically send notifications to users assigned to specific Business Units whenever a new opportunity is created or assigned.

Bulk Excel Import

Upload hundreds of opportunities at once with auto-creation of master data.

Custom Identifiers

Auto-generate IDs (e.g., OPP-2025-001) based on your company’s specific prefix rules.

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Streamline Financial Documentation

Maintain a clear financial audit trail by linking every document. Create quotations linked directly to opportunities, and seamlessly convert them into Purchase Orders without data duplication.

Hierarchical Linking

Associate up to 5 quotations and 25 POs per opportunity.

Drag-and-Drop Files

Attach PDFs or Excel sheets directly to records with in-app previewing.

Revision History

Track quote revisions and value changes over time.

PO Management

Track PO amounts, status, and custom PO numbers in one view.

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Visualize Deal Flow with Interactive Mind Maps

Transform flat lists into a dynamic visual story. The Sales History view generates an interactive mind map for every deal, clearly displaying the hierarchy and relationships between your Opportunities, Quotations, and Purchase Orders in a single tree diagram.

Mind Map Layout

Instantly generate a visual tree showing the complete lineage of your sales data

Interactive Nodes

Click on any node in the map to expand branches or drill down into specific record details

3-Tier Connection

Visually trace the path from Opportunity → Quotation → Purchase Order at a glance

Smart Search

Locate any Opportunity by ID or Customer to instantly render its specific history map

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Visualize Success with Advanced Analytics

Transform raw data into strategic insights. Our interactive reporting engine helps you analyze performance, understand win/loss ratios, and make data-driven decisions for future growth.

Interactive Charts

Visualize opportunity size, count, and status distribution.

Smart Filtering

Slice data by customer, date range, or business unit.

Win/Loss Analysis

Dedicated reports to track closed deals and lost opportunities.

Excel Export

Export filtered datasets instantly for external meetings or deep analysis.

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Configure Your Sales Pipeline Your Way

100% Native to SharePoint, the Sales Works app gives you full control over your business logic. Use the dedicated Admin Settings panel to define custom ID prefixes (like OPP-2025), manage opportunity statuses, and configure regional currencies. You can also configure Email Notification Flows to ensure users assigned to Business Units never miss an update—all without any coding. Whether you manage the setup yourself or need assistance with bulk data imports, the system adapts to your workflow.

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Plans That Fit Your Scale

Select a plan that aligns with your team’s workflow, project complexity, and growth goals. Our solutions scale with your engineering needs while ensuring performance, security, and efficiency.