Sales Tool
A custom sales management tool for distributed sales teams. Role-based dashboards, real-time performance tracking, and integration with existing systems.
Everything your team needs, one interface
Customer records, order history, invoices, product performance, and sales analytics. Integrated directly with your order management system so the data is always live. Authentication runs through Microsoft SSO, so your team logs in with accounts they already have.
What it covers
A full-stack sales platform built with FastAPI, SvelteKit, and PostgreSQL.
Customer management
Full customer records with contact details, order history, invoice tracking, and salesperson assignments. Search and filter across the full customer base.
Orders and invoices
Complete order and invoice history pulled directly from the order management system. Filter by date, customer, product, or salesperson.
Sales reports and leaderboard
Revenue, contribution margin, and product performance broken down by salesperson, customer, and time period. A live leaderboard gives the team visibility into individual and collective performance.
Customer assignment
Managers can reassign customers between sales reps using a drag-and-drop interface. Changes take effect immediately for everyone logged in.
Product analytics
Sales volume, revenue, and margin per product. Spot which products are growing and which are underperforming. Web analytics are tracked per customer for account-level insight.
The platform continues to grow alongside the team's needs.
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CNXION
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