Sales & CRM
From Quotation to Cash: Customer Credit Limits & Field Sales Tracking
Accelerate revenue without risking unpaid debts. Streamline quotations, sales orders, delivery notes, tiered pricing lists, customer credit limits, and field rep commissions across Egypt.
Sales Performance — October Quarter
Simulated Live Interface Mockup| Customer / Territory | Order Value | Credit Ceiling | Status |
|---|---|---|---|
| Delta Food Stores · Tanta | EGP 85,000 | Limit: EGP 150,000 | Approved |
| Al-Nour Supermarkets · Giza | EGP 42,000 | Limit: EGP 40,000 | Credit Alert |
| Nile Trade Corp · Alexandria | EGP 112,000 | Limit: EGP 200,000 | In Dispatch |
Engineered for Egyptian Operational Rigor
Every feature targets real operational and regulatory challenges faced by Egyptian SMBs.
Full Quotation to Delivery Order Cycle
Convert approved quotes to dispatch delivery orders and final tax invoices in one click with zero duplicate data entry.
Customer Credit Limit Enforcement
Set maximum credit ceilings and payment terms per customer. The system automatically locks new orders when overdue balances exceed limits.
Custom Tiered Price Lists
Assign wholesale, retail, distributor, or special negotiated price tiers to individual customers with volume discount rules.
Field Sales Rep Tracking & Commission Plans
Empower field reps with mobile quote creation, route customer visits, and compute tiered sales commissions on collected cash.
1-Click WhatsApp Account Statements
Share branded PDF customer statements, payment reminders, and payment receipts directly to your customer's WhatsApp number.
Sales Margins & Revenue Analytics
Track profitability per sales rep, customer segment, geographical governorate, and individual product line.
Frequently Asked Questions
Yes. DFTR is mobile-first, allowing reps to check warehouse stock in real time, apply approved price lists, and submit orders directly to the dispatch team from their phone.
Ready to Ditch the Paperwork and Accelerate Growth?
Join over 500 Egyptian businesses operating with complete control, transparency, and ETA tax compliance.