Sales & CRM
Leads, prospects, opportunities, customer KYC, quotations with approval, sales orders and sales dashboards.
The sales cycle at Katekile runs from first contact to a confirmed Sales Order that production can work from.
Lead → Prospect / Opportunity → Customer (KYC approved) → Quotation (approved) → Sales Order
LeadsCapture and qualify new card-programme enquiries using the Katekile lead card view and pipeline header.→ProspectsGroup leads and opportunities that belong to one target organisation.→OpportunitiesTrack a specific deal — value, probability and expected closing — through to quotation.→Customers & KYC ApprovalCreate a customer, attach KYC documents and take it through verification to Approved.→Quotations & ApprovalPrepare a quotation, send it for approval, handle send-backs, approve, mark lost or cancel, print and email.→Sales OrdersTurn an approved quotation into a Sales Order with the card job's file information.→Sales & CRM DashboardsSales Dashboard, Quotations Dashboard, CRM Dashboard, Leads & Pipeline and Customer Analysis.→
Last updated October 16, 2026