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GO1 CRM

Quotation & Sales Order Management

GO1 CRM helps sales teams create quotations, manage sales orders, track order status, and close deals faster using a secure Android mobile CRM with real-time web access.

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Mobile & web lead capture

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Live lead status tracking

Quick lead conversion

Android CRM for field teams

GO1 CRM

Quotation & Sales Order Management Software GO1 CRM

GO1 CRM is a cloud-based quotation and sales order management software that helps businesses create professional quotes, convert them into sales orders, track order status, and manage pricing with real-time mobile and web CRM access.

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Quote-to-order conversion

Real-time order tracking

Mobile & web CRM access

Android CRM for field sales

Real-Time Updates

Turn Quotations Into Confirmed Sales Orders Faster with GO1 CRM

GO1 CRM is a mobile-first quote-to-order CRM software designed to create quotations, convert them into sales orders, and track revenue effortlessly.

Centralized quotation & sales order system

Real-time quote and order tracking

Faster quote-to-order conversion

Improved billing and revenue visibility

Frappe Framework

What Is Quotation and Sales Order Management Software?
GO1 CRM centralizes sales documentation management, ensuring all quotations, sales orders, and related records are securely stored in one system.

With Go1 CRM, you can

Generate professional sales quotations

Track quote status (Draft, Open, Ordered, Rejected)

Convert approved quotes into sales orders

Monitor order value, delivery timelines, and payments

All quotation and sales order data is stored securely in one system, ensuring accuracy, faster processing, and zero data loss.

Frappe Framework

What Is Quotation & Sales Order Management in GO1 CRM?

Quotation and sales order management in GO1 CRM helps businesses create, track, and manage quotations and confirmed orders in a structured, centralized CRM system.

With Go1 CRM, you can

Generate professional sales quotations

Track quote status (Draft, Open, Ordered, Rejected)

Convert approved quotes into sales orders

Monitor order value, delivery timelines, and payments

All quotation and sales order data is stored securely in one system, ensuring accuracy, faster processing, and zero data loss.

Features Highlights

Key Features of GO1 CRM Quotation & Sales Order Management Software

GO1 CRM streamlines quotation creation, pricing, sales order processing, and order tracking through a centralized CRM system, enabling sales teams to close deals faster, maintain pricing accuracy, and manage orders efficiently from web and mobile.

The building block for structured data in Frappe

Modules and controller

Object Relational Model

Customizing DocType

Virtual DocType

Permissions

Clean, fast, and easy app navigation.

Forms

Views

Workspace

Reports

Navigation

User and Permissions

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Manage users and define access with precision

Role based permissions

Field level control

User permissions

Customisation

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Tailor your system without writing code

Custom reports

Custom UI

Webhooks

Custom scripts

Create custom apps

API and  Integrations

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Smooth data exchange across platforms, made easy

REST API and RPC

OAuth

Low code No code

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Build powerful apps with little to no coding.

Emails

Workflow builder

Webforms

Notifications

Workspace

Print formats

Assignment & comments

Deployment

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Deploy your apps your way, with zero hassle

Deployment and multitenancy

Quotation editor with product details, quantities, and pricing.

Sales Quotation Management

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Create detailed quotations with products, services, pricing, and taxes directly from the CRM.
Create quotes with multiple line items

Apply pricing, taxes, and discounts

Save drafts and update quotes easily

Quotation list showing status, customer name, and deal value.

Quote Status Tracking

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GO1 CRM acts as a powerful CRM for quotation tracking, allowing businesses to monitor every quote through its lifecycle with real-time updates.

Draft, Open, Ordered, Rejected statuses

Real-time quotation updates

Improved sales follow-ups

Sales order card showing customer, order status, date, and value.

Sales Order Processing

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Convert approved quotations into sales orders and manage them through a structured order processing system with real-time tracking.

One-click quote-to-order conversion

Sales order status tracking

Linked customer and deal details

Quotation pricing summary with line items, tax, and total amount.

Automated Pricing & Tax

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Maintain accurate pricing with detailed line items, taxes, and totals.

Item-wise pricing breakdown

Automatic tax and total calculation

Clear order value visibility

Order timeline showing initiated, payment received, and progress stages.

Sales Order Tracking

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View all activities related to a quotation or sales order in one timeline.

Order status progression tracking

Complete order history

Better coordination across teams

Customer record with assigned sales owner and team details.

Sales Ownership Control

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Assign quotations and sales orders to sales reps with clear ownership.

Sales owner visibility

Role-based access control

Improved accountability

Mobile view of quotation and sales order details for field sales.

Mobile Quote & Order Management

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GO1 CRM’s Android mobile app allows field sales teams to create quotes, update order status, and share documents instantly.

Create quotations during client meetings

Update order status on the go

Download and share quotation PDFs

Why Choose GO1 CRM for Quotation & Sales Order Management?

GO1 CRM functions as an intelligent sales order automation software, enabling fast, accurate quotation creation and automated order processing.

Fast Quotation Creation

Create professional quotations quickly with accurate pricing and taxes.

Easy Quote-to-Order Conversion

Convert approved quotations into sales orders in one click.

Accurate Pricing & Billing

Automated calculations ensure error-free pricing and totals.

Real-Time Order Tracking

Track quotation and sales order status at every stage.

Clear Sales Ownership

Assign and manage quotes with defined sales responsibility.

Secure Cloud-Based CRM

Access quotation and order data securely from anywhere.

Who Should Use GO1 CRM Quotation & Sales Order Management Software?
B2B and service-based businesses looking for reliable B2B sales order software

Sales & marketing teams

Field sales professionals

Service-based businesses

SMEs and growing enterprises

Companies transitioning from spreadsheets to CRM

Sales and account management teams

Field sales professionals

B2B and service-based businesses
SMEs and growing enterprises

Companies replacing manual invoicing or Excel

Sales & marketing teams

Field sales professionals

Service-based businesses

SMEs and growing enterprises

Companies transitioning from spreadsheets to CRM

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

What is quotation management in CRM?

Quotation management in CRM is the process of creating, tracking, editing, and converting sales quotations within a centralized system. GO1 CRM allows businesses to generate professional quotes, apply pricing and taxes, monitor quote status, and convert approved quotations into sales orders seamlessly.

Does GO1 CRM support sales order management?

Yes. GO1 CRM includes built-in sales order management software that enables businesses to convert quotations into sales orders, track order status, monitor payments, and manage delivery timelines in real time.
Can quotations be converted into sales orders?
Yes. GO1 CRM supports one-click quote-to-order conversion, allowing approved quotations to be instantly converted into confirmed sales orders without manual data entry.
Can I manage quotes and orders on mobile?

Does GO1 CRM calculate pricing and taxes?

Yes, GO1 CRM links deals, sales orders, and revenue directly to customer profiles, helping businesses measure account performance and customer growth accurately.

Is GO1 CRM cloud-based?

Yes, all quotation and order data is stored securely in the cloud.
Can I download quotation or order PDFs?
Yes. Users can generate and download professional quotation PDFs directly from GO1 CRM for sharing with customers.
Is GO1 CRM suitable for small businesses?
Yes. GO1 CRM is designed for SMEs, growing enterprises, B2B companies, and service-based businesses looking to replace manual quotation tools or Excel sheets.
Can GO1 CRM replace manual quotation tools?
Yes. GO1 CRM replaces spreadsheets and manual quotation systems with a centralized, automated quotation and sales order management platform.

How do I get started with GO1 CRM?

You can request a free demo from Tridots Tech to explore GO1 CRM features and implement quotation and sales order management tailored to your business needs.

Ready to Simplify Quotation & Sales Order Management with GO1 CRM Software?

Implement and scale GO1 CRM with Tridots Tech to improve productivity and customer engagement.

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