Sales solutions that run catalogue to checkout

Manage products, contacts, opportunities, and the full sales lifecycle — plus wallets, memberships, customer portal, ecommerce, and QuikBilling POS. One connected stack for growing revenue teams.

Sales pipeline
Pipeline
Leads board
Leads
QuikBilling POS
POS
Customer portal
Portal
CataloguePipelinePortalPOS
01

Catalogue Management

Manage products, services, and bundles

  • Build a single catalogue for products, services, and bundled offerings
  • Set prices, tax rules, units, and descriptions once — use everywhere
  • Organize items into categories for faster quoting and reporting
  • Create bundles that combine multiple SKUs at a fixed or dynamic price
  • Pull catalogue items straight into proposals, orders, invoices, and POS
  • Keep pricing consistent across ecommerce, portal, and in-store checkout

Why it matters

A unified catalogue means your team quotes, sells, and bills from the same source of truth — fewer errors, faster deals, and cleaner reporting.

Product catalogue

live
S

SaaS Plan

C

Consulting

S

Support

H

Hardware

T

Training

L

License

Contacts

Contact Management

Customers, Leads, and Segments

  • Store customers and leads with full contact history in one place
  • Segment contacts by value, source, region, or behaviour for targeted outreach
  • See every interaction — enquiries, orders, invoices, and payments — per contact
  • Assign owners, set follow-up dates, and keep the whole team aligned
  • Convert leads to customers without losing history or context
  • Filter and search segments to prioritise who to call, email, or upsell next

When contacts are organised and segmented, your team spends less time hunting for data and more time building relationships that convert.

Leads
LeadTrackr - Contact management
03

Sales Life Cycle

From proposal to payment — end to end

  • Create professional proposals and convert them to orders in one step
  • Track orders through delivery, returns, and fulfilment status
  • Generate invoices with correct tax, terms, and branding automatically
  • Issue credit notes and debit notes linked to the original invoice
  • Record payments and see real-time balances per customer
  • Maintain a complete audit trail from first quote to final payment

Why it matters

The full sales lifecycle in one flow eliminates gaps between sales, operations, and finance — so nothing falls through the cracks.

Document pipeline

live
1

Proposal

2

Order

3

Deliver

4

Invoice

5

Paid

PROP-2025-001 → Order → Invoice
LeadTrackr

Opportunity Management

Enquiries, Leads, Activities, Deals, Pipelines, Conversions

Enquiries
LeadTrackr - Opportunity management
  • Capture enquiries from every channel and route them to the right rep
  • Track leads through qualification stages with activities and notes
  • Manage deals on visual pipelines — drag, drop, and forecast with confidence
  • Log calls, meetings, emails, and tasks so follow-up never slips
  • Measure conversion rates from enquiry → lead → deal → won
  • Spot bottlenecks in your pipeline and coach the team with real data

Structured opportunity management turns scattered enquiries into a predictable revenue engine your team can scale.

05

Wallets

Customer wallets and loyalty points

  • Give customers a digital wallet to hold prepaid balance or store credit
  • Award loyalty points on purchases — online, in-store, or via portal
  • Let customers redeem wallet balance or points at checkout
  • See wallet activity and point balances synced with the client ledger
  • Run promotions that top up wallets or bonus loyalty points
  • Reduce refunds friction by crediting wallets instead of manual transfers

Why it matters

Wallets and loyalty points drive repeat business while keeping every credit and redemption tied to your books.

Customer wallets

live

Acme Corp

Wallet balance

₹12,400

840 pts

Nova Retail

Wallet balance

₹3,200

210 pts

Bright Labs

Wallet balance

₹8,750

520 pts

Redeem points at checkout · Auto-sync with ledger
06

Memberships

Membership tiers that reward loyalty

  • Define membership tiers — Bronze, Silver, Gold, or custom levels
  • Attach perks: discounts, priority support, exclusive products, or free delivery
  • Auto-upgrade members based on spend, tenure, or points earned
  • Track member counts and revenue contribution per tier
  • Apply tier pricing automatically on proposals, orders, and POS
  • Give members a branded experience through portal and ecommerce

Why it matters

Tiered memberships turn one-time buyers into long-term advocates with benefits that sell themselves.

Membership tiers

live
B

Bronze

5% off

128
S

Silver

10% off

64
G

Gold

15% off + priority

22
07

Customer Portal

Self-service for your customers

  • Give customers a secure login to view orders, proposals, and invoices
  • Let them track delivery status and download documents anytime
  • Enable one-click online payments for outstanding invoices
  • Show account balance, payment history, and credit notes in one dashboard
  • Reduce support calls — customers help themselves 24/7
  • Mobile-friendly portal synced in real time with your ERP

Why it matters

A customer portal frees your team from routine requests while giving buyers the transparency they expect.

Customer portal

live

Welcome back

Acme Trading Co.

Outstanding: ₹24,500

3

Open invoices

2

Orders in transit

1

Proposals pending

08

Launch Ecommerce

One-click ecommerce website to start your business

  • Launch a branded online store synced with your catalogue in minutes
  • Accept orders that flow straight into proposals, orders, and invoices
  • Integrated payments via Razorpay and other gateways
  • Inventory and pricing stay in sync — no double entry
  • Customise storefront look and feel without a developer
  • Scale from first sale to high-volume ecommerce on the same platform

Why it matters

Go from idea to live storefront fast — with every online sale connected to fulfilment, billing, and reporting.

Launch ecommerce

live
yourstore.upbooks.shopLive

Starter Kit

Pro Bundle

Add-on

One click to publish · Synced with catalogue
QuikBilling POS

Point of Sale

QuikBilling — sell faster in-store

  • Lightning-fast POS billing with UPI, cards, cash, and split paymentsSingle subscription for all devices. Stop paying extra for desktop version.
  • Print receipts wirelessly and manage multiple store locations
  • GST-compliant invoices generated at the counter
  • Every sale syncs to catalogue, inventory, and client ledger automatically
  • Works offline-friendly for busy retail and F&B environments
  • Available on web, Android, and iOS — one app for all your outlets
UPICardCashGST

QuikBilling closes the loop between in-store sales and back-office finance — so retail and wholesale run as one business.

quikbilling.app.upbooks.io
QuikBilling - Point of Sale

One subscription — all devices included

Supercharge your sales operations

From first enquiry to final payment — catalogue, portal, ecommerce, and POS in one place.