Quote faster, follow up smarter, close more deals — all from one intelligent system.
Create professional quotes in minutes, Send via WhatsApp/Email, Track status & expiry, Custom fields & templates
Convert quote → order → invoice in one click, Auto-pull item & tax data, Reduce re-entry to zero
Manager approval flows, Notes on approvals, Zero confusion in team decisions
WhatsApp + Email reminders, Timeline-based reminders, Never miss a lead again
Custom columns & fields, Add branding & logo, Hide/show product table in final PDF
Win-loss insights, Customer purchase patterns, Team performance dashboard
The Smartest Sales Command Center for Manufacturers
Create GST-ready, professional quotations in minutes with saved templates and automatic tax filling.
Convert approved quotes into Sales Orders or Proforma without re-typing anything.
Approve or reject quotations with notes right in the system.
Never lose a customer because you forgot to follow up.
| Feature | Optiwise | TranZact | Odoo | SAP B1 |
|---|---|---|---|---|
| AI Agent Automation | ✅ | ❌ | ❌ | ❌ |
| WhatsApp / Email quote sending with view & expiry tracking | ✅ | ✅ | ✅ | ✅ |
| One-click Quote → Order / Proforma conversion | ✅ | ✅ | ❌ | ✅ |
| Lead & pipeline scoring (AI) | ✅ | ❌ | ❌ | ❌ |
| Owner/CEO dashboards | ✅ | ❌ | ❌ | ❌ |
| Mobile App Included | ✅ | ❌ | ❌ | ❌ |
| Custom PDF branding | ✅ | ✅ | ✅ | ✅ |
| 24×7 Cloud Support | ✅ | ⚪ | ⚪ | ⚪ |
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