Sales Management Software for Business

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CRMOnline sales module interface — orders, invoices and inventory in one window

Orders, invoices, inventory and payments — one pipeline

CRMOnline is sales pipeline tracking software that runs your full order cycle in a single window. A customer calls — you open an order. Stock ships out — you generate a delivery note. The customer pays — you take a card inside the CRM or send a payment link on WhatsApp. Inventory updates automatically.

Built for retailers, wholesalers, field sales teams and service companies. Over 5,000 businesses already run their sales process on CRMOnline — one of the few sales management platforms with local e-invoicing, Pelecard and Bit built in.

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What the sales module does for you

Everything you need to sell faster and stop drowning in paperwork

order and quote management in CRMOnline order management CRM

Orders and documents without the hassle

Create an order, send a sales quote, issue a delivery note or an invoice — straight from the customer card. One click turns a quote into an order, another click issues the invoice. No separate tools, no Excel sheets.

credit card payment and payment links via CRMOnline quote to cash CRM

Card and link payments

Accept card payments inside the system via Pelecard or Allpay. Or send a WhatsApp payment link — the customer pays from their phone with no terminal. The amount shows up instantly on the order.

real-time inventory management and auto stock updates in CRMOnline

Your warehouse, always under control

Every sale updates inventory automatically. See what is running low and what to reorder. Multiple warehouses, inter-warehouse transfers and supplier returns — without manual stock counts.

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The full sales cycle — from first call to payment received

CRMOnline order details view — line items, totals, status and invoice generation

From call to invoice — in a few clicks

A customer calls and wants to buy — open their card, pick products, set quantity. The sales quote goes straight to their email or WhatsApp. If they approve — one click turns it into an order. Another click sends the invoice. Delivery notes and compliant e-receipts are generated automatically to local regulations. VAT included where applicable.

  • Sales quotes issued straight from the customer card
  • Orders, delivery notes and invoices — fully linked
  • Compliant e-invoices following local tax rules
  • Full purchase history on every customer at your fingertips
CRMOnline orders list — B2B sales tracking software with inventory and purchasing

Inventory and purchasing — no more chaos

Every sale drops stock automatically. Every goods-in from a supplier adds to it. You see in real time what you have, what’s running low, and what to reorder. Send a purchase order — goods arrive — inventory updates. No spreadsheets, no manual counts.

  • Multiple warehouses and transfers between them
  • Purchase orders and supplier returns
  • Supplier cards with full work history
  • Different price lists for different customer types
credit card payment acceptance and delivery routes in CRMOnline

Payments and delivery — without the back-and-forth

The customer is ready to pay — no till, no cash needed. Take a card inside the CRM or send a payment link on WhatsApp. Need to ship? Split orders between couriers directly in the CRM, build a route and send the customer a status update.

  • Card payments via Pelecard and Allpay
  • Payment link on WhatsApp or SMS (including Bit)
  • Delivery routes and courier assignment
  • Automatic delivery status updates to the customer

What’s inside the sales module

Everything your business needs in one sales team management software — no separate tools

documents — quotes, orders and invoices in CRMOnline

Documents

Sales quotes, orders, delivery notes, tax invoices and green receipts — all generated in one place and fully compliant with local tax regulations.

payments — card acceptance and payment links in CRMOnline

Payments

Card acceptance via Pelecard and Allpay, payment links, installment plans, subscriptions with auto-charge and MASAV direct debit integration.

warehouse — real-time inventory in CRMOnline

Warehouse

Real-time stock tracking, multiple warehouses, transfers, purchase orders, supplier returns and full goods-movement history.

field sales — sales rep mobile app in CRMOnline

Field sales

Your field sales rep opens CRMOnline on a smartphone, shows a product catalog, places an order and accepts a card payment — right at the customer’s location.

retail POS — payments and inventory in CRMOnline

Retail POS

Retail point-of-sale module: pick products, accept payment, print a receipt. Inventory updates automatically on every sale.

price lists — wholesale and retail pricing in CRMOnline

Price lists

Different price lists for different customer types. Wholesale, retail, personal discount — the system picks the right one automatically.

delivery routes and courier management in CRMOnline

Deliveries

Delivery routes, courier assignment, live status tracking and an automatic WhatsApp or SMS update to the customer when the package ships.

real-time sales reports in CRMOnline

Reports

Sales by period, rep, product and customer. See what sells and where sales dip. Export to Excel and PDF.

Why business owners pick CRMOnline for sales management

Most sales software is either a heavy ERP that takes six months to deploy, or a basic POS with no inventory or customer management. A small shop owner or service company sits in the middle: too complex one way, too thin the other.

CRMOnline is all-in-one sales process automation: customers, orders, inventory, invoices, payments and delivery. No separate accounting software, no separate inventory tool, no Excel. The platform runs in English, Hebrew and Russian, connects in a day, and support answers in all three languages.

Questions? We’ll show you everything on a live Zoom — or reply on WhatsApp right now. Message us here.

Everything in one platform

Customers, orders, inventory, invoices and payments — a single quote to cash CRM. No switching between tools.

Local compliance built in

Tax invoices, green receipts, Pelecard, Bit, Allpay and MASAV integrations — aligned with local Mas Hachnasa e-invoicing rules.

Multilingual interface

Interface, support and documents in English, Hebrew and Russian. Switch languages at any time.

Productive from day one

Sign up and start working. Add products, create your first order and issue your first invoice the same day.

CRMOnline handles the paperwork for you

While you focus on the business — the CRM generates documents, updates inventory and sends customers payment links. No bookkeeper needed for routine tasks.

— Less paperwork. Fewer errors. More time selling. —

generate order and invoice directly from the customer card in CRMOnline

From order to invoice — in under a minute

The customer confirms the order — one click and the invoice is in their inbox or WhatsApp. No separate software, no copy-pasting data, no filling forms by hand.

automatic inventory update on every sale in CRMOnline

Stop counting stock by hand

You sold a product — it dropped from inventory automatically. Goods arrived from a supplier — added automatically. You always see the real stock level, without a weekly physical count.

field sales rep taking an order and payment on a smartphone with CRMOnline sales rep mobile app

Field reps work straight from their phone

Arrive at the customer — open the catalog, show products, place the order, take a card payment. The data lands in the office instantly. No paper forms, no “write it down later” calls.

What business owners are saying

Real stories from people who finally brought order to their sales process

★★★★★

“I used to run orders in a notebook and invoices in Word. CRMOnline linked everything — customer, order, inventory, invoice. Now I handle three times more orders at once and I’ve never forgotten to issue an invoice since.”

Michael T.
Wholesale company, Rishon LeZion

★★★★★

“I have three field sales reps. They used to call the office and dictate orders — slow and error-prone. Now each rep places the order on a smartphone right at the customer. Errors dropped, speed went up.”

Sergey V.
Distributor, Be’er Sheva

★★★★★

“I turned on WhatsApp payment links — customers pay the second they get the message. Receivables dropped by half. I used to call everyone to remind them; now the system sends a link automatically after each order.”

Alexander N.
Building materials store, Petah Tikva

Frequently Asked Questions

Yes. CRMOnline issues fully compliant e-invoices — tax invoices, green receipts and delivery notes — straight from the customer card or order. No separate accounting tool required.
CRMOnline integrates with Pelecard and Allpay. Accept card payments directly inside the system, or send the customer a payment link via WhatsApp or SMS — they pay from their smartphone with no physical terminal.
Yes. CRMOnline manages inventory in real time. Every order automatically updates stock levels. You see what is running low and what to reorder. Multiple warehouses and transfers between them are supported.
Yes. CRMOnline lets you create multiple price lists and assign them to individual customers or groups. Wholesale buyers get one price, retail another. When creating an order, the system pulls the correct price list automatically.
Yes. The CRM includes delivery routes: split orders between couriers, plan a route and track delivery status. The customer gets a WhatsApp or SMS update when the package is on the way.
CRMOnline manages supplier cards, enables purchase orders and supplier returns, and tracks the full work history with each vendor — all integrated with sales and inventory.
Yes. Real-time reports: sales by period, rep, product and customer. See top buyers, best-selling products and where you see a decline. Every report exports to Excel and PDF.
Yes. Create a quote directly from the customer card and send it by email or WhatsApp. If the customer approves — one click converts the quote into an order.
Yes. The retail POS module: pick products, accept cash, card or payment link, and print a receipt. Inventory updates automatically on every sale.
Yes. A field sales rep opens CRMOnline on a smartphone, shows the customer a product catalog, places an order on the spot and takes a card payment. The data hits the office instantly.
CRMOnline offers several plans for businesses of every size: Basic, Standard and Premium. Sign-up and the trial period are free. Full pricing details are on the pricing page. All plans include multilingual support. VAT included where applicable.
No. CRMOnline runs in any browser with no installation. Accessible from desktop, tablet and smartphone. Data is stored in the cloud and available 24/7.
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