Sales

Quotations, orders, and commission tracking

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Key Features

Quotation builder & PDF

Sales orders & fulfillment

Commission tracking & rules

Price lists & discounts

Revenue forecasting

Customer portal

Approval workflows

How It Works

Configure

Set up in minutes with guided wizards. Import existing data or start fresh.

Use Daily

Your team works in a familiar, intuitive interface. No training required.

Grow

As your business scales, XBuddy scales with you — add modules, users, and automation.

Screenshots

[Screenshot: Sales — Quotation Builder]

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[Screenshot: Sales — Detail View]

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Video Demo

[Video: XBuddy Sales — Complete Walkthrough]

Watch on YouTube → @XBuddy

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Connects With

👥

CRM

Manage contacts, leads, and customer relationships

💳

Finance

Invoices, bills, expenses, and purchase orders

📦

Inventory

Stock management, warehouses, and movements

📊

Analytics

Business intelligence and custom reports

AI-Powered Features

Lead Scorer

Automatically scores and prioritizes leads based on engagement signals.

Deal Coach

Surfaces next-best actions and risks for open deals in your pipeline.

Quote Follow-up Agent

Sends timely follow-up reminders on outstanding quotations.

Invoice Collector

Chases overdue invoices and schedules payment reminders automatically.

Ready to try Sales?

Join thousands of businesses running Sales on XBuddy.

Start Free Trial Book a Demo

Free 14-day trial · No credit card required · Setup in 5 minutes