Quotes, pro-forma invoices, sales orders, deliveries and returns — with a drag-and-drop pipeline and monthly close-off.
From first quote to goods delivered: a drag-and-drop pipeline, priced quotes, sales orders that ship in parts, and returns that put stock back and credit the customer in one flow.
Actual product, demo data. Click to enlarge.
What's included
All of it, on every plan. Sales shares one login, one customer record and one bill with the rest of Gochi.
- Kanban pipeline with monthly close-off
- Quotes with customer price lists and a margin floor
- Quotation, pro-forma and order PDFs, emailed from Gochi
- Sales orders with part deliveries and delivery notes
- Customer returns: back on the shelf, credit note raised
- A manager's board with targets, pace and coaching notes
Gochi AI in Sales
Proposal Drafter
Generates first-draft proposals from deal data in seconds.
On the way
- Pipeline Intelligence Agent — Predicts close dates and flags deals that are going cold.
- Revenue Forecaster — Models revenue based on pipeline stage and historical close rates.
- Deal Risk Agent — Flags deals with warning signs before they're lost.
Works with
Same data underneath, so nothing is typed in twice.
CRM
Contacts, companies, deals and pipelines. Head offices with branches, ownership, full activity timelines.
Finance
Full double-entry accounting: invoicing, banking, VAT, multi-currency, budgets and automatic payment reminders.
Warehouse
Stock, purchase orders with approval, landed costs and stocktakes — with serials deployable straight to a client site.
E-Sign
Send, sign and store agreements with audit trails — unlimited signatures, no per-envelope pricing.
Try Sales with your own work
Every module is included from day one. No card needed to start.