Sales Management

Surgy Sales management tool bring’s in quality leads, nurture them, and turn them into happy, paying customers. Get a complete view of all customer data—personal details, all communication you’ve had with them, and more—all in a single place.


Surgy Sales management includes a variety of features to help businesses manage their sales processes. Some common features Surgy provides are:

Lead Management

Enables businesses to capture, track, and manage leads through the sales pipeline.

Clients Management

Stores clients and prospect information, including contact details and sales history.

Sales Forecasting

Provides forecasting tools to help businesses predict sales revenue based on historical data and current trends.

Opportunity Management

Allows businesses to manage sales opportunities, including tracking stages, probabilities, and deal values.

Sales Pipeline Management

Provides tools to manage the sales pipeline, including drag-and-drop functionality to move opportunities from one stage to another.

Quote and Proposal Management

Allows businesses to create, send, and track quotes and proposals to prospects.

Order Management

Enables businesses to manage the entire sales order process, from order entry to invoicing and payment.

Reporting and Analytics

Generates reports and provides data analysis tools to help businesses track sales performance, identify potential issues, and improve sales processes.

Sales Performance Management

Provides tools to manage sales performance, including setting sales goals, tracking performance against goals, and incentivizing sales teams.


Allows sales management software to integrate with other business systems, such as accounting or customer relationship management (CRM) software, to streamline workflows and improve efficiency.