Never Miss a Sales Opportunity With Uniplan ERP
One Platform. Total Sales Control
Manage every step of the sales process from enquiry to order and everything after.
Complete Pipeline Visibility
Boost every stage of your sales journey, from the moment an enquiry is received, through qualification and quoting, all the way to final order confirmation. Streamlining workflows, improving customer visibility, and ensuring every interaction moves toward a successful sale.
Turn Customer Enquiries Into Winning Quotes
Unplan allows you to capture incoming enquiries from a wide range of channels, including your website, EDI partners, email integrations, and other digital touchpoints and automatically route them into the Unplan Enquiry Gateway. The gateway logs each enquiry without manual intervention. By consolidating all inbound requests in one place, your team gains complete visibility, faster response times, and a reliable audit trail, helping you prevent missed opportunities and maintain a consistent, professional customer experience.
Seamless Sales Order Processing
With a fully connected sales workflow, your team can instantly progress an enquiry into a confirmed order without re‑keying information or switching between systems. All essential details, customer data, product selections, pricing, delivery requirements, and notes, are pulled through automatically, reducing manual effort and eliminating the risk of errors or missed information.
A Flexible Pricing Structure
Take full control of your pricing strategy with flexible price lists, quantity and value breaks, consignment orders and kit configurations. Improve cash flow with automated payment schedules and timely payment reminders.
Ready-to-Sell Bundles
Bundle multiple items, services, or components into ready-to-sell kits with predefined pricing and rules, so your team can quote and sell faster without sacrificing accuracy. Fully integrated into your sales process, Sales Kits ensure consistency across quotes and orders, reduce manual configuration, and give customers clear, professional proposals.
Real-Time Sales Insight
Uniplan ERP’s integrated analytical tools turn your sales data into clear, actionable insight. Track market trends, sales figures, product performance, and consumer buying habits, and drill into the metrics that matter most. With powerful dashboards and intuitive reporting built directly into your sales workflows, you gain the visibility needed to make faster decisions, optimise performance, and drive smarter, more profitable growth.
Integrated Applications
Central point of contact for sales enquiries, ensuring fast responses.
Provide clear, competitive quotes that move customers from interest to commitment.
Build accurate estimates that shape opportunities before they become orders.
Manager all sales orders and ensure smooth progression from agreement to order.
Bundled solutions that simplify quoting, ordering, and selling to customers.
Control customer-held stock while maintaining visibility, accuracy, and accountability.
Apply flexible pricing rules to respond to market conditions and customer profiles.
Eliminate manual updates by syncing pricing and sales data seamlessly.
Sales Management Features
Powerful sales management tools designed to control pricing, streamline processes, and move opportunities smoothly from enquiry to order.
Why Choose Uniplan?
One clear view of your entire sales operation, no blind spots, no guesswork.
Know exactly where every opportunity stands, and how to move it forward.
Make smarter moves backed by real-time insights, not hunches.
Keep sales, management, and leadership aligned and in sync.
Spend more time selling and less time chasing updates.
Fewer steps, less friction, and faster deals from lead to close.
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