Sales management software: live revenue for SMEs

I Who it is for

Sales management built to steer, not just to report at the end of the month.

Sales management is what you discover when the CRM is no longer enough: you have to produce quotes, follow purchase orders, project revenue, compare forecast and actual margin. Four profiles keep coming back to us.

Owner of a company with 5 to 50 staff

You discover your sales figures 10 days after month-end, once your finance lead has finished consolidating 3 different tools.

Live dashboards, revenue forecasts per rep, margin refreshed on every quote. Steering becomes continuous.

Sales director or team manager

Your reps each track things their own way. In the team stand-up, you piece together roughly where the activity stands.

A shared pipeline, common stages, a live manager view. You steer by exception, not by asking around.

Financial controller or finance director

Your forecasts rest on spreadsheets sent in by the reps. Their reliability depends on how honest each rep is with themselves.

A revenue forecast weighted automatically from the real pipeline, with the gaps visible. No more optimistic promises with nothing behind them.

Field sales rep

You spend 30% of your time updating files nobody opens. In the end, your best deals get forgotten in a corner.

Fast updates, AI follow-up suggestions, one central customer record. Nothing forgotten, nothing entered twice.

II The unbroken cycle

From prospect to cash, without switching tools along the way.

The visual detail below: your sales performance at a glance, the prospect to invoice cycle, the seven modules of Orizen Sales Management, and the live view your leadership gets.

Dashboard

Your sales performance at a glance

Indicators, pipeline, targets: everything refreshes live. No more Monday morning spreadsheet exports.

Revenue this month

87 400 €

+12% vs last month

Open quotes

€142,500 pending

Conversion rate

68%

+4 pts this quarter

Open orders

3 deliveries this week

Opportunity pipeline

Prospecting

312 k€

Quote sent

142 k€

Negotiation

87 k€

Purchase order

51 k€

Won and invoiced

87 k€

Workflow

A sales cycle without a break

Each step feeds the next inside Orizen. Your data does not change software, it moves forward.

Prospect

Built-in CRM

Quote

From the catalogue

Signature

Electronic

Order

Purchase order created automatically

Delivery

Acceptance certificate

Invoice

2026 e-invoice

Features

7 modules, one tool

Everything your sales leadership handles today across several tools, brought together in Orizen.

Pipeline & opportunity tracking

See your opportunities by stage, assign them to your reps, follow progress live. Kanban or list view, your choice.

Catalogue & commercial terms

Manage your products, services, units, prices and per-customer discounts. Every quote draws on the catalogue, so prices are always current and nothing is retyped.

Quotes, orders & sales documents

Write quotes, purchase orders, contracts and acceptance certificates from one place. Automatic chronological numbering, electronic signature included.

Dashboards & reporting

Revenue, conversion rate, pipeline, targets per rep: everything shows live. Exportable to PDF or CSV for your board meetings.

Targets & sales performance

Set targets per rep, per period or per product. Orizen works out attainment automatically and alerts you when someone falls behind.

Subscriptions & recurring billing

Handle your recurring contracts with automatic renewal, expiry alerts and monthly or yearly invoices generated for you.

Bridge: CRM → Invoicing → Pennylane

From signed prospect to paid invoice without switching tools. Pennylane receives the invoices automatically and pushes the payments back into Orizen.

Real-time steering

Your sales leadership sees everything, without waiting for Monday morning

No more spreadsheet reports sent up at the end of the week. Orizen aggregates every piece of sales data live: opportunities, signed quotes, open orders, cash collected, targets met. Each rep gets their own view, leadership sees the whole picture.

Try the dashboard

Revenue this quarter
vs €250k target
238 k€

Conversion rate

Quote to signed order

68%

Average time to signature

From quote sent to signature

3,2 j

Top rep

This month

Mr Dupont

III How it goes

Sales steering in 30 days, not a six-month project.

Three clear milestones, with no consultant living on site. A pipeline framed on day 1, reps working in Orizen from week 1, and leadership steering live by month 1.

Day 1 · The pipeline is framed

First pipeline up and running.

Pipeline stages tailored with you
Your catalogue and open opportunities imported
Sales teams invited, with roles and permissions

Week 1 · Tracking becomes daily

Your reps work inside Orizen.

First quotes and purchase orders issued
Action Center configured (follow-ups, deals at risk)
A guided video call with a human from Orizen included

Month 1 · Real-time steering

Your forecasts replace the spreadsheets.

Weighted revenue forecasts in place
Leadership and rep dashboards switched on
Month-on-month comparison and trends available

IV Frequently asked questions

The answers to the questions we get asked most.

What is sales management software and who needs it?

Sales management software covers pre-sales and opportunity tracking: prospects, opportunities, quotes, purchase orders, revenue forecasts. Any company with a sales team benefits. As soon as there is more than one sales channel or more than two reps, keeping track without a dedicated tool becomes unstable.

What is the difference between a CRM and sales management?

The CRM holds the relationship: prospects, exchanges, history. Sales management adds the structured transactional side: catalogue, quotes, purchase orders, revenue forecasts, margins. Orizen brings the two together, so the same customer record carries both the relationship and the transactions, with nothing entered twice.

How much does sales management software cost?

The market for smaller companies runs between €20 and €80 per user per month. Orizen Sales Management follows the Orizen modular approach: no extra charge for users who already have the CRM or the invoicing module. The free 14-day trial opens every function, with no commitment.

How do I get revenue forecasts I can trust?

Every opportunity in the pipeline carries an amount, a probability tied to its stage, and an expected signature date. Orizen weights that data and produces a live revenue forecast per rep, per team and per segment, over 30, 60 and 90 days. You see the gap to target while there is still time to act.

Can several sales teams work side by side?

Yes. Orizen handles roles (rep, manager, leadership), segments (by sector, area or product) and the matching permissions. Each rep sees their pipeline, the manager sees the team, leadership sees everything, with no complicated setup.

How do I track my margin in real time?

The Orizen catalogue stores both the selling price AND the cost price of each item. Every quote shows the forecast margin. Every invoice issued feeds the achieved margin into the dashboard. You know continuously whether your deals are profitable, not only at the annual close.

V What we believe

Why we built Orizen Sales Management differently.

We have seen too many owners discover their sales figures when it was too late to adjust, at the start of the following month rather than in time to correct the month under way.

We have seen too many reps spend more time maintaining their personal spreadsheets than listening to their customers.

We have seen too many finance directors rebuild by hand, every month-end, a pipeline nobody looked at before the close.

So we built Orizen Sales Management. A shared pipeline that steers day to day, not a report that records the facts at month-end. Data entered once feeds the rep, the manager and the leadership, with no parallel spreadsheet and no consolidation meeting.