Overview
Ubuxa's Sales feature provides a comprehensive platform for managing your entire sales operation. From creating new sales opportunities to tracking repayments and managing defaulters, everything you need is in one place. Track sales activities, manage agent requests, and maintain visibility across your entire sales pipeline.
Key Benefits
End-to-End Tracking
Monitor every sale from creation through final repayment with full audit trail.
Automated Workflows
Streamline approval processes and reduce manual data entry with automated workflows.
Real-Time Insights
Get instant visibility into sales performance, defaults, and revenue trends.
What You Can Do
Create and manage new sales transactions
View complete sales history and details
Identify and manage defaulting customers
Review and approve/decline agent sales requests
Record customer repayments automatically
Track sales activities and agent actions
Request device recovery for defaults
Set sales status (active, inactive, lost, deactivated)
Generate comprehensive sales reports
Filter by agent, customer, date range, and status
Use Cases
Managing High-Volume Sales
Handle hundreds of daily transactions with automated processing and clear workflows.
Reducing Default Rates
Identify defaulters early with automated alerts and manage recovery efficiently.
Improving Agent Performance
Track individual agent sales, approve requests, and manage commissions transparently.
Financial Reconciliation
Reconcile payments, track outstanding amounts, and forecast cash flow accurately.