Sales
Connect your sales operations to everything that comes before and after — from lead sourcing to fulfillment and financial impact.
Included in the full ERP. Modules are not sold individually.
Here's how Scaler's Sales module changes how you operate
Leads land with an owner. Every new lead is matched to an agent by your rotation rules the moment it arrives.
The full interaction history lives on the lead. Every call, message, and meeting is logged. Agents who go quiet get flagged and reassigned.
Performance is visible without asking. Call answer rates, lead retention, and conversion are tracked per agent and per team in real time.
Commission stops being a monthly argument. Structures are defined upfront. Results are calculated automatically when deals close.
What it manages
Pipeline
- Board view and list view
- Stages and sub-stages
- Per-stage filters and global search
Customers
- Customer records
- All linked leads per customer
- Owned and reserved property units
Activities
- Tasks with status and priority
- Calls, meetings, and messages logged on leads
- Overdue follow-up alerts
Lead Distribution
- Assignment rules by source, channel, project, and country
- Weighted distribution per agent
- Time windows and rule priority
Targets & Performance
- Revenue, lead, conversion, and meeting targets
- Assigned by agent, team, or branch
- Hierarchy view showing actual vs target at every level
- Retention rate and call answer rate per agent
Commissions
- Percentage, flat, and tiered structures
- Performance multipliers
- Ledger account mapping
How sales connects inside SCLR
Every record you create in Scaler updates the connected records across the system.
Map Meta forms to a project. Every submission becomes a tracked lead.
The lead is created automatically. Source and form stay attached.
Leads route to the right agent without manual assignment.
Once the deal is closed, the contract schedule becomes the source of truth.
The payment hits Finance as a real ledger entry. No re-entry, no exports.
Getting started with the Sales module
Before you go live, three things need to be in place: your customer and lead database, your marketing sources, and your product or inventory data. These live across modules but Sales pulls from all of them the moment a lead arrives.
If you're migrating an existing pipeline, use the bulk import. Activity history can follow — it's not a blocker for going live.
Other Modules
Marketing
Connected Meta campaigns with lead form sync, budget pacing, and conversion data flowing back from Sales.
Real Estate Commercial Operations
Availability, EOI, quotation, contract, and payment schedule — posted to Finance the moment a contract is signed.
HR
Recruitment pipeline, employee records, attendance rules, leave management, and self-service — from one record.
Payroll
Salary components, structures, employee contracts, payroll runs, and automatic Finance posting — no manual entries.
Finance
Accounting rules, general ledger, financial reports, and period close — every module posts here.
Procurement
From purchase request through vendor quotation, PO, goods receipt, and invoice to payment — one purchasing trail.
Warehouse Management
Goods receipt against POs, picking lists from sales orders, cycle counts, and batch and expiry tracking.
An AI assistant that already knows your whole business.
It lives inside the same system as your data. Ask what's happening in sales, whether a payment has come through, or how to set up a payroll rule — and get a direct answer. No setup. No context to manage.
How do I...
Ask anything about the system — setup, flows, approvals, fields. Get a direct answer without hunting through documentation.
What's happening with...
Ask about any department, customer, or record and get reported to instead of navigating to find it.
Do this for me.
Coming soonAgent mode will perform tasks and run flows on your behalf — within your existing permissions and approvals.
Implementation doesn't take months.
The transition is smoother than you think. Scaler is built around the terms and workflows your team already recognizes — no maze to navigate, no months of getting used to a complicated, foreign system.