Does BoldReach handle capital-equipment sales cycles?
You configure the pipeline stages, for example RFQ, drawing review, sample approval, production hand-off, dispatch and payment, and add custom fields for drawing revision, sample status and production batch. Custom fields come in 11 types, and a field can appear only when another field has a certain answer.
Can sales see stock before promising a date?
With the Inventory module, stock is reserved automatically when an order is confirmed and unused holds are released every hour, so a rep sees what is already promised before promising it again. Stock is visible per warehouse and shelf location.
How does a quote stay inside margin?
The sales order form tells the rep as they type whether a discount needs sign-off, and who it goes to. Submitting evaluates your approval rules and freezes the order until it is approved. Approval workflows are on the Scale plan.
What about GST e-invoicing and the accounts package?
With the Billing module, India e-invoicing raises the IRN through the government portal on your own GSP credentials, with QR code, cancellation and a bulk re-run for failures. Accounting exports come in Tally, Zoho Books, QuickBooks or Xero format, and every export is audited.
