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Connected Labiz module

Marketing, connected to the complete operating flow.

Plan campaigns and connect responses to measurable opportunities.

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Connected capabilities
6
Workflow steps
6
Ready
India · GCC
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MARKETING CAPABILITY CATALOGUE

Submodules and features inside Marketing.

Review the operational menus, transactions, controls and reporting capabilities connected to Marketing. Expand each module to see its complete documented feature list.

Main modules
2
Submodules & features
42
Core ERP

CRM

Track leads, sales opportunities, customer balances and commercial performance with connected sales and delivery reporting.

9
  • LeadsCaptures prospects, sources, owners, follow-ups, status and conversion progress.
  • Sales Order PipelineGives CRM users read-only sales-stage visibility into orders owned and processed in Sales Management, without duplicating order entry.
  • Customer Statement of AccountDisplays invoices, receipts, credits, debits and outstanding customer balances.
  • Lead ReportAnalyses leads by date, source, owner, stage, status and conversion outcome.
  • Quotation ReportTracks quotations, values, validity, customer response and conversion status.
  • Invoice ReportReviews customer invoices by period, customer, salesperson, branch and status.
  • Delivery ReportTracks delivery records, dates, customers, references and fulfillment status.
  • Item Invoice ReportAnalyses invoiced quantities and values by item, customer and period.
  • Sales-Wise Invoice ReportProvides sales-oriented invoice analysis for performance and follow-up.
View CRM in the complete catalogue
Core ERP

Sales Management

Convert opportunities into quotations, orders, deliveries, invoices and collections with customer, price, route and communication controls.

33
  • Sales DashboardSummarizes sales activity, pending documents, trends and operational priorities.
  • LeadsRecords and progresses product/service sales prospects through qualification and conversion.
  • General LeadsCaptures flexible non-item or service-oriented lead requirements.
  • EnquiriesRegisters customer requirements before quotation, including requested products, quantities and follow-up.
  • General QuotationsCreates service or non-inventory quotations with commercial terms and flexible lines.
  • QuotationsCreates item-based quotations with quantities, prices, taxes, terms, approval and conversion support.
  • Quotation Approvals & Follow-upControls quotation review, approval, customer response and conversion after the quotation itself is created.
  • Sales OrdersConfirms customer demand, reserves or plans fulfillment and progresses orders toward delivery/invoice.
  • DeliveriesRecords fulfilled quantities, vehicle/reference information and delivery status against sales commitments.
  • InvoicesBills inventory sales, applies price/tax/discount rules, reduces stock and posts customer/accounting effects.
  • General InvoicesBills services or flexible non-inventory transactions, including multi-branch or multi-currency scenarios where configured.
  • Service InvoicesProduces invoices specifically for service-based work and service details.
  • Pro Forma InvoicesCreates preliminary invoices for customer confirmation, advance processing or commercial reference.
  • Invoice ReturnsProcesses full or partial sales returns and reverses eligible stock, tax and customer effects.
  • Credit NotesRecords customer credits for returns, pricing adjustments, refunds or other approved corrections.
  • CustomersMaintains customer identity, tax, contact, address, price, route, credit and account information.
  • Customer AbstractPresents a concise customer view covering commercial activity, outstanding position and relevant transaction history for faster review.
  • Customer Contact ManagementMaintains multiple customer contact people, roles and communication details without overloading the primary customer record.
  • Customer GroupsOrganizes customers for pricing, reporting, permissions or commercial policies.
  • Customer Opening BalancesRecords verified opening receivables when migrating or starting accounts.
  • AgentsMaintains sales agents, assignments, contact/bank information and related commercial records.
  • Price Assignment GroupsAssigns customers or customer segments to a common pricing policy; it does not store the item prices themselves.
  • Item Price ListsStores item selling prices, effective rules and customer-specific price selection used by price assignment groups.
  • Sales RoutesDefines customer visit or delivery routes for field and distribution operations.
  • VehiclesMaintains sales/delivery vehicle information used by route and fulfillment processes.
  • Location VisitsTracks field visits, locations, responsible users, outcomes and follow-up activity.
  • ContractsRecords customer agreements, dates, values, terms and contract-linked sales/service obligations.
  • Rental SalesSupports rental-oriented sales transactions available inside the sales module.
  • Counter Sales AccessProvides the Sales module's controlled launch point for counter transactions; POS device, cashier and offline controls remain in the POS module.
  • Sales Settlement RegisterReviews settlement and register results posted by sales channels, including POS, without duplicating POS cashier-session management.
  • Sales Book ReportConsolidates posted sales transaction history for statutory, accounting and management review.
  • WhatsApp DocumentsShares supported sales documents and customer communications through WhatsApp integration.
  • WhatsApp PromotionsSends controlled promotional communication to eligible customers or audiences.
View Sales Management in the complete catalogue

Questions & answers

What decision-makers ask us

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Can Marketing be configured around our process?

Yes. Marketing can be configured for relevant roles, approvals, documents, reports and business-specific controls after workflow discovery.

Can Marketing work across multiple branches?

Marketing can support controlled company and branch operations while authorised leaders retain consolidated management visibility.

Can we migrate existing data into Marketing?

Yes. Data migration into Marketing is planned after source review; agreed masters, opening balances and selected history are mapped, cleaned and validated before go-live.

What training is available for Marketing?

Marketing implementation can include role-based training, process walkthroughs and guided adoption for administrators and end users.

Can Marketing connect with other systems?

Marketing can use scoped APIs, webhooks and custom integrations where the target provider, permissions, data mapping and support responsibilities are confirmed.

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