OMNITRACKER Sales Management Center

Sales Management Software for Comprehensive Sales Operations

From lead management and quote and contract management to invoicing, OMNITRACKER Sales Management Center supports your entire sales process.

Productivity*

up to 50 %
increased through process automation

Data quality*

up to 40 %
improved through centralized data management

Lead conversion*

up to 30 %
increased through structured sales processes

Key benefits of the Sales Management Software

Key benefits of our Sales Management Software

With the integrated OMNITRACKER sales platform, you can use BPMN-based workflows, simplify the tracking of all your sales activities, and eliminate process and system breaks between sales, back office, and accounting.

Transparency

Keep all sales data in one central place

Customer data, communications, quotes, contracts, and invoices are available in one central location and can be tracked at any time.
Efficiency

Manage sales processes effectively

Standardized workflows, automated follow-up reminders, and structured task tracking reduce processing times for your sales projects.
Revenue

Drive sales success predictably

Lead, opportunity, quote, and contract management help you manage your sales projects in a structured way through to completion.

A seamless sales process

From lead management to contract signing

The Sales Management Center supports all your core sales activities on a flexible low-code platform with a shared data foundation and process logic.

Lead Management

Benefit from fast lead capture and qualification, filtering by customers and sales projects, and the tracking of incoming inquiries from email, phone, and web in a single communication channel.

Opportunity Management

Manage your sales projects in a structured way, including priorities, potential project volume, probability of closing, competitors, and activities. Sales arguments can be stored to help increase your win rate.

Quote Management

Based on customer, product, and pricing data, you can create and version accurate, ready-to-send quotes, including discounts and quote validity periods, while supporting electronic approval and signature processes.

Contract Management

Manage contracts and related documents such as order confirmations, invoices, payment reminders, and credit notes in one central system, with full traceability and editing at any time.

Transparent sales management

Gain greater visibility through reporting, automation, and integration

With our B2B sales management software, you can keep track of key metrics, automate administrative tasks, and seamlessly connect your sales processes with existing systems.

Management Reporting

Keep track of leads, sales metrics, activities, and project progress at all times with interactive dashboards and meaningful reports. This enables you to identify developments early and make informed decisions based on up-to-date data.

Document Generation

Automatically generate standardized sales documents such as quotes, order confirmations, invoices, payment reminders, and credit notes based on existing customer, product, and contract data.

ERP and Financial Accounting Integration

Automatically transfer accounts receivable data, invoices, credit notes, outstanding items, and payment information to DATEV and other ERP and financial accounting systems. This reduces manual reconciliation and data maintenance efforts while avoiding duplicate data entry.

Additional features

Sales software for flexible sales processes

With roles, permissions, a centralized knowledge base, and additional features, you can tailor the Sales Management Center to your individual sales processes.
  • Create invoices directly from contracts or orders. Digital signatures and formats such as ZUGFeRD, XRechnung, and Peppol are also supported.

Platform benefits

One sales platform instead of isolated point solutions

On the OMNITRACKER low-code platform, the Sales Management Center becomes your central sales solution, integrating seamlessly with existing systems and allowing additional business processes to be added as needed.

Free choice of deployment model

Run the OMNITRACKER platform in the Cloud, On-Premises or in a Hybrid environment. This allows you to align the deployment model with your regulatory requirements and your internal and external security requirements.

Efficient workflows with BPMN 2.0

Model processes in the OMNITRACKER platform or import existing models and run them directly. This allows you to automate recurring tasks, standardize procedures, and transparently monitor the execution of your processes.

Implement customizations easily with low code

Configure workflows, forms and permissions independently within the OMNITRACKER platform. This enables you to implement your specific requirements faster and reduce development effort.

Synergies through a shared data foundation

All applications on the OMNITRACKER platform are based on the same data foundation. This allows you to use information across applications and connect your processes across departments.

References

Successfully in Use

Discover how companies use OMNITRACKER to improve their service processes, accelerate workflows, and achieve sustainable results.

CERTIFICATIONS & COMPLIANCE

Security and Quality at the Highest Level

OMNITRACKER meets the highest security and compliance requirements of state and federal authorities, critical infrastructure companies, NATO organizations, global players in the private sector, as well as heavily regulated sectors such as healthcare, insurance, and finance.

ITIL Certified

Standardized IT service processes for transparency, quality, and continuous improvement

Quality Management according to ISO 9001

Regularly audited and documented customer orientation and process quality

Certified according to ISO 27001

International standard for a structured and effective information security management system ISMS

Software made in Germany

100 percent development, service, and quality, certified by the German IT Mittelstand Association

Hosted in the EU

Your sensitive data protected by strict and transparent regulations

Book a live demo

See how OMNITRACKER Sales Management Center brings customer communication, sales opportunities, quotes, and contracts together in one central sales platform.
Book demo

Task Management

Plan, prioritize and track tasks centrally across teams, projects and processes. Clear responsibilities and transparent progress ensure efficient collaboration.

Project Management Center

Plan and manage projects efficiently — with clear responsibilities, transparent progress and optimal resource utilisation.

Further content

Insights for efficient sales management

Deepen your knowledge of process automation, controlling, and current industry trends.