Sales pipeline and quotes in one traceable flow.
Most sales teams already know where deals are lost: in the gap between a conversation and a written quote, between a quote sent and a follow-up that never happened, between a deal closed and a reason recorded. Tenderely BPM ties leads, call logs, pipeline stages, quotes and outcomes into one structured record so nothing slips through and every result is explainable.
What does a sales process repeat, every day?
01
Capturing a lead
A new contact arrives from a website, a referral, a trade show or a cold call. If the first note is a chat message, the lead is already at risk of being forgotten.
02
Logging calls and meetings
What was discussed, what was promised, what the next step is — these need to live against the opportunity, not in a salesperson's notebook.
03
Moving deals through stages
Qualification, proposal, negotiation, closing. A pipeline only tells you the truth if every deal sits in the right stage and stages mean the same thing to everyone.
04
Building and versioning quotes
A quote has line items, quantities, discounts and a validity date. When the customer asks for a revision, the previous version still needs to exist.
05
Getting the quote approved
Some quotes need a margin check or a commercial sign-off before they leave the building. That step is often skipped when it only exists as an unwritten rule.
06
Recording win and loss reasons
When a deal is closed or dropped, why matters. Without a structured reason, every lost deal is just a number and nothing ever changes in the pitch.
Where does this break down today?
The pipeline lives in someone's head
A spreadsheet updated by one person, a whiteboard that nobody photographs, a CRM tab that everyone stopped filling in after the first month. The actual state of the funnel is whatever the sales lead says it is in the Monday meeting.
Quotes go out without approval
There is a discount limit and a margin floor, but enforcing them requires someone to check every quote manually. When things are busy, they do not, and the invoice that follows is the first time finance notices.
Follow-ups depend on memory
A quote sent two weeks ago with no reply is still live. Someone meant to chase it. The deal does not show as lost because nobody officially dropped it, so the forecast is wrong.
No one knows why deals are lost
Price, timing, competitor, internal decision — the reason is different every time and never written down in the same way twice. A pattern that could change the sales approach stays invisible.
What changes with Tenderely BPM
01
Every lead is a structured record
Source, contact, assigned salesperson, current stage — defined fields mean the pipeline reflects reality, not recollection, and it is the same picture for everyone who opens it.
02
Call and meeting logs attach to the deal
What was said, what was promised and what the next action is sit on the opportunity itself. When a deal changes hands, the new owner reads the history instead of asking for a briefing.
03
Quotes are versioned and comparable
Each revision is saved. The customer can see the current version; the team can see every version. What changed between draft one and draft three is always traceable.
04
Approval is a step, not a conversation
Conditional branching means a quote above a certain value routes to the right person before it goes out. The approval is recorded; the quote cannot bypass the step without leaving a trace.
05
Reminders send themselves
Give a quote a validity date and an open deal a follow-up window, and Tenderely BPM sends the reminder. A salesperson who is travelling still moves the deal from the mobile app.
06
Win and loss reasons feed the dashboard
When a deal closes or drops, the reason is selected from a defined list. Over a quarter, those reasons stack into a report that shows what is actually driving the outcome.
FAQ
Does this replace a dedicated CRM?
+
It covers the core of what most teams actually use in a CRM: lead capture, pipeline stages, activity logs, quotes and outcome tracking. The advantage is that it sits inside the same platform as the rest of your operations, so a won deal can trigger a contract, an onboarding task or a purchase request without anyone switching systems.
Can we connect this to our existing customer records?
+
Yes. The sales module binds to whichever customer or account form you already have in Tenderely BPM, so a lead or opportunity links directly to the right company record without duplicating data.
Can we set different approval rules for different discount levels?
+
Yes. Conditional branching and parallel approval steps are configured without code. A quote at standard pricing can go straight to the customer, while one with a discount above a threshold routes to a manager first. The rule lives in the flow, not in a policy document.
Can salespeople use this on their phones?
+
Yes. The same pipeline and quote flows run in the iOS and Android apps. A salesperson can log a call, update a stage or approve a quote from the road. Approvers receive a notification and act with one tap.
How do we track progress against sales targets?
+
Periodic targets are set for a team or an individual, and the dashboard shows committed value, won deals and open pipeline against those targets in real time. The numbers are drawn from the records themselves, not entered separately.