Operations & ERP · Sales Management
From quotation to paid invoice without retyping a single line
A quote becomes an order, an order becomes an invoice, and a payment closes it. Each step keeps the same line items, customer and pricing, and the timeline shows exactly where every sale stands.
- Included in
- Free plan and above
- Status
- Available now
- Module
- Operations & ERP
- Trial
- Included in the 7-day trial
Quotations customers can accept online
Build a quotation from your product catalogue with discounts and tax, send it by email or WhatsApp, and let the customer view it on a hosted page. Accepted quotes convert to orders in one click.
- Hosted quotation page with accept button
- Quote expiry and automatic follow-up
- Price lists and customer-specific pricing (Growth and above)
Orders with stock, fulfilment and delivery tracking
Orders reserve stock when confirmed and reduce it when fulfilled. A delivery timeline (confirmed, processing, shipped, out for delivery, delivered) keeps the customer informed and gives staff a single place to update status.
- Stock reservation on confirmation
- Delivery stages with carrier, tracking reference and ETA
- Returns and cancellations that restore stock correctly
Invoices that chase themselves
Invoices carry due dates, balances and reminder schedules. Overdue invoices appear on the dashboard and can trigger reminder workflows by email and WhatsApp. Payments recorded manually or received through Paystack reconcile against the invoice.
- Automatic reminders before and after the due date
- Partial payments and credit notes
- Recurring invoices for retainers and subscriptions (Starter and above)
What you get
- Nothing falls through
- Every quote, order and invoice has a status and a next step.
- Faster cash
- Customers pay online from the invoice page and reminders go out on schedule.
- One sales history
- Each customer's quotes, orders, invoices and payments sit on one timeline.
Questions
- Can customers pay an invoice online?
- Yes. Each invoice has a hosted page with a Pay now button. Payments through Paystack or Stripe are verified by webhook and recorded against the invoice automatically.
- Do website orders appear here?
- Yes. Orders from a connected WooCommerce store are imported with their line items, customer and payment status, and can be fulfilled and invoiced from KztOne.
- Can I send a quotation or invoice on WhatsApp?
- Yes, on Starter and above with WhatsApp Mark. The customer receives the PDF and a link to the hosted page from your business number.
- Which KztOne plan includes sales management?
- Sales Management is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Invoicing
Create branded invoices and quotations, send them by email or WhatsApp, get paid online via Paystack or Stripe, and let reminders chase late payers.
Order Management
Manage website, WhatsApp and walk-in orders in one queue. Fulfilment stages, delivery tracking, returns and automatic customer updates. Start free.
Sales Pipeline & Deals
Track every deal from first contact to close on a visual pipeline, with stage probabilities, follow-up tasks and forecasts based on your actual win rates.
Invoices on WhatsApp
Deliver invoices, quotes and receipts on WhatsApp from your business number with the PDF and a Pay now link. Logged on the invoice. Starter plan and above.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.