Category: Core Features

Sales Features & Capabilities | Custojo Help

Sales Features

Last Updated: 2026-01-15

Discover everything you can do with Sales CRM in Custojo. This guide covers all features, from basic account management to advanced analytics.

Feature Overview

Feature Description Available On
Accounts & Contacts Manage customer accounts and contact information Pro, Enterprise
Opportunities Track sales opportunities through pipeline stages Pro, Enterprise
Quotes Generate professional quotes from opportunities Pro, Enterprise
Sales Orders Process and track sales orders Pro, Enterprise
Invoices Create invoices and track payments Pro, Enterprise
Cases Manage customer support cases Pro, Enterprise
Calls & Meetings Schedule and track calls and meetings Pro, Enterprise
Documents Organize documents with folders and types Pro, Enterprise
Analytics View sales performance reports Pro, Enterprise

Core Features

Accounts & Contacts

Manage all your customer relationships in one place. Create accounts for companies and link multiple contacts to each account.

How to use:

  1. Go to Sales → Accounts
  2. Click + Create to add a new account
  3. Add contacts by going to Contacts → + Create and linking to an account

Key Benefits:

  • Centralized customer information
  • Track billing and shipping addresses
  • Link multiple contacts per account
  • Import accounts and contacts via CSV

Opportunities

Track your sales pipeline with opportunities. Move deals through customizable stages from initial contact to closed won.

How to use:

  1. Go to Sales → Opportunities
  2. Click + Create to add a new opportunity
  3. Select account, set stage, amount, and close date
  4. Track progress through pipeline stages

Key Benefits:

  • Visual pipeline management
  • Track probability and amounts
  • Set close dates and reminders
  • Generate quotes directly from opportunities

Quotes

Create professional quotes from opportunities and convert them to sales orders when approved.

How to use:

  1. Go to Sales → Quotes
  2. Click + Create or create from an opportunity
  3. Add products/services, set quantities and prices
  4. Generate PDF and send to customer
  5. Convert to order when approved

Key Benefits:

  • Professional quote templates
  • Automatic tax and discount calculations
  • PDF generation
  • One-click conversion to orders
  • Duplicate quotes for similar deals

Sales Orders

Process and track sales orders from quote approval through fulfillment.

How to use:

  1. Go to Sales → Sales Orders
  2. Create from quote or manually
  3. Track order status (Open, Cancelled)
  4. Convert to invoice when ready

Key Benefits:

  • Order-to-invoice workflow
  • Itemized order management
  • Shipping provider integration
  • Status tracking

Invoices

Create invoices from sales orders and track payment status.

How to use:

  1. Go to Sales → Sales Invoices
  2. Create from order or manually
  3. Track payment status (Open, Not Paid, Partially Paid, Paid, Cancelled)
  4. Generate PDF invoices

Key Benefits:

  • Automatic invoice generation from orders
  • Payment status tracking
  • PDF invoice generation
  • Payment link integration

Cases

Manage customer support cases with priorities and types.

How to use:

  1. Go to Sales → Cases
  2. Click + Create to add a new case
  3. Link to account/contact, set type and priority
  4. Track case resolution

Key Benefits:

  • Priority-based case handling
  • Case type categorization
  • Link to accounts and contacts
  • Activity stream tracking

Calls & Meetings

Schedule and track calls and meetings with customers.

How to use:

  1. Go to Sales → Calls or Meetings
  2. Click + Create
  3. Link to account/contact, set date and time
  4. Add attendees and notes

Key Benefits:

  • Schedule calls and meetings
  • Link to accounts, contacts, opportunities
  • Track meeting history
  • Calendar integration

Documents

Organize sales documents with folders and types.

How to use:

  1. Go to Sales → Documents
  2. Create folders and document types
  3. Upload documents and organize by folder
  4. Link documents to accounts

Key Benefits:

  • Document folder organization
  • Document type categorization
  • Link to accounts and opportunities
  • Version control

Advanced Features

Analytics & Reports

💡 Pro Tip: Use analytics to identify your best-performing opportunities and optimize your sales process.

View detailed sales performance through analytics reports:

  • Invoice analytics with donut charts
  • Sales order analytics
  • Quote analytics
  • Performance tracking

How to access:

  1. Go to Sales → Reports
  2. Select report type (Invoice, Sales Order, Quote)
  3. View analytics and charts

Feature Comparison by Plan

Feature Free Pro Enterprise
Accounts & Contacts - ✓ ✓
Opportunities - ✓ ✓
Quotes - ✓ ✓
Sales Orders - ✓ ✓
Invoices - ✓ ✓
Cases - ✓ ✓
Analytics - ✓ ✓

Learn More

Resource Description
🚀 Getting Started New to Sales? Start here
🎯 How-To Guides Step-by-step tutorials
❓ FAQ Common questions answered

Ready to try these features? Create your first Account