Solution
Customer Management
Pipeline, orders, invoices and balance on the same customer — so any team can answer.
The problem
Sales works from a pipeline, delivery works from orders, and finance works from the ledger. When a customer calls, the answer depends on who picks up — and nobody can see the whole relationship at once.
The approach
How BPS handles it
One customer record
Pipeline, orders, invoices and balance on the same entity.
History that survives handover
Activity stays with the record, not with a person.
Credit checked at entry
Exposure known before an order is accepted.
Forecast from real quotes
Pipeline value tied to issued quotations.
Capabilities involved
Pipeline management
Stages, ownership and expected close.
Quotation linkage
Quotes raised from the opportunity.
Credit control
Limits enforced at order entry.
Account view
Orders, invoices, balance and activity together.
Enquiry to settled invoice
Enquiry to settled invoice
- Enquiry captured and assigned
- Quotation raised against live pricing and availability
- Order confirmed within the credit limit
- Delivery and invoice raised from the order
- Balance and activity visible on one account view
Products involved
Modules from the product catalog that this solution typically uses.
Common in these sectors
Industries where this problem shows up most often.
Trading & Distribution
Multi-warehouse stock, landed cost, pricing tiers and fulfilment.
Professional Services
Engagements, timesheets, utilisation and billing in one place.
Real Estate & Property
EstateSuite for operations; iEstate for intelligence — one connected real estate platform.
Retail
Point of sale, stock across branches, promotions and reconciliation.
What changes
- Any team member can answer a customer question
- Credit exposure known before commitment
- Forecast grounded in issued quotations
- Relationship history that outlives staff changes
Talk through customer management on your process
A working session on a process that is painful today — not a slide deck. Bring the documents you actually use.