Enspekt Sales · 7 modules
From first contact to a fulfilled order.
Capture leads, run the pipeline, send quotes customers accept online, and convert orders straight into production and invoicing.
- Quotes accepted online
- Orders convert to work orders
- Customer health from quality data
Why Sales
A CRM that knows how your customer is really served.
Most CRMs stop at the signed quote. Enspekt carries the order into production, invoicing and quality, so sales sees delivery and quality issues on the same customer record.
Faster quote-to-order
Customers accept or reject a quote online; acceptance converts to a sales order in one step.
No re-keying
Sales orders become manufacturing orders or projects with their lines, then AR invoices.
The full customer picture
Customer health draws on NCRs, CAPAs, complaints and ITP sign-offs.
What's included
7 modules in the Sales bundle
Sales Pipeline & Orders
Stages, activities, quotes with revisions, orders and conversion.
Product Catalog
Products and services for quotes, imported from the product registry.
Revenue Targets & Forecast
Targets, forecast, loss reasons, velocity and leaderboard.
Deal Scoring
A health grade from A to D on every deal card.
Customer Health
A score from NCRs, CAPAs, complaints and ITP sign-offs.
Follow-up Sequences
Cadences that create follow-up tasks and drafts for reps.
Marketing
Consent, segments, tracked campaigns, lead forms, scoring, attribution.
How it works
Lead, qualify, quote, fulfil and invoice.
- 01
Capture
Form, QR, link
- 02
Qualify
Score, MQL alert
- 03
Hand off
Client and deal
- 04
Quote
Accepted online
- 05
Fulfil
Order to production
- 06
Invoice
AR, e-invoicing
Team-scoped pipeline
Configurable stages and stakeholders, with each rep seeing their own or their team’s deals.
Quote revisions
Revise, copy and restore quotes, with a branded PDF and an online response link.
Consent-first marketing
Consent on import, double opt-in, one-click unsubscribe, a preference centre and suppression.
Tracked campaigns
Open and click tracking and A/B subject tests that pick a winner.
Lead capture
Public lead forms, short links and QR codes in PNG or SVG.
Attribution
First-touch, last-touch or linear attribution of won deals to campaigns.
Built forSales repSales managerMarketerOrg admin
Works with the rest of Enspekt.
Sales hands off to the teams that deliver, and hears back from them.
Manufacturing
Sales orders convert into manufacturing orders or projects, and create on-time delivery commitments.
Accounting
Billing plans raise AR invoices that post through e-invoicing to the ledger.
Quality and Customer Experience
Quality records drive customer health, and survey feedback shows on the customer record.
Take Sales to your team
Everything on this page as a 4-page brochure to share with the people who run it.
PDF · 4 pages · 1.0 MB · October 2026 edition
Ready to see Enspekt in your workflow?
Oil & Gas, Manufacturing, Coating, Civil, TPI Agencies — set up a workspace with your own standards and sign-off workflows, across quality, operations, supply chain and finance.
No credit card required · Every workspace is reviewed before activation