Leads, Contacts & Companies
Capture leads, link contacts with companies, retain source and interaction history, assign ownership, and qualify suitable prospects into opportunities.
Sales Operations / Feature
Lead to Order
Connect the complete lead-to-order lifecycle, from first contact and opportunity tracking to pricing, quoting, contracts, and confirmed customer orders.
LEAD TO ORDER AT A GLANCE
Leads, Contacts & CompaniesSales Quotas & Quota PeriodsOne-Click Quote-to-Order ConversionPrice Lists & Tiered PricingOrder Handoff & Quota Reporting
LEAD TO ORDER FLOW
From Leads, Contacts & Companies to Order Handoff & Quota Reporting.
Round Infinity's CRM Sales Automation connects every stage of the sales cycle without gaps or manual re-entry.
Prospect signalOpportunityCustomer order
1
Leads, Contacts & CompaniesCapture leads, link contacts with companies, retain source and interaction history, assign ownership, and qualify suitable prospects into opportunities.
2
Sales Quotas & Quota PeriodsSet revenue targets by rep, team, or region across configurable quota periods.
3
One-Click Quote-to-Order ConversionConvert an accepted quote into a confirmed order without re-entry.
4
Price Lists & Tiered PricingDefine multiple price lists: Retail, Wholesale, Partner, Promotional, each with their own per-product and per-service unit prices, minimum quantities, and validity dates.
5
Order Handoff & Quota ReportingTrack every confirmed order, hand it to fulfilment and Finance Operations with complete context, and roll closed-won value into quota attainment without separate spreadsheets or reports.
Sales Operations contextConnected business systemsControls, approvals & audit
LEAD TO ORDER CAPABILITY MAP
Capabilities across the Lead to Order flow.
Each capability advances the same operating record instead of creating another disconnected queue.
Opportunities & Pipeline Management
Track every deal through its pipeline stages with stakeholder mapping, expected close dates, deal value, and win probability.
Sales Quotas & Quota Periods
Set revenue targets by rep, team, or region across configurable quota periods.
Smart Quotes with Product & Service Lines
Generate professional quotes with separate product and service line items, each with its own quantity, unit price, discount, and tax category.
One-Click Quote-to-Order Conversion
Convert an accepted quote into a confirmed order without re-entry.
Contract and Approval Workflows
Route non-standard discounts, terms, and deal structures to the right approvers.
Price Lists & Tiered Pricing
Define multiple price lists: Retail, Wholesale, Partner, Promotional, each with their own per-product and per-service unit prices, minimum quantities, and validity dates.
Flexible Discount Rules
Configure discounts by percentage, fixed amount, or volume tier, scoped to specific products, service categories, customer types, or order totals.
Order Handoff & Quota Reporting
Track every confirmed order, hand it to fulfilment and Finance Operations with complete context, and roll closed-won value into quota attainment without separate spreadsheets or reports.
SEE IT IN YOUR OPERATION
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