TECHNIA Sales

All your sales tools in one smart platform.

From capturing leads to managing products, RFQs, quotations, orders and subscriptions — one automated, intelligent workflow. Whether you're order-based or subscription-based, we have you covered.

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Lakeside Medical
Customer
Customer portal
Enquiry
Adam Foster
Sales Executive
Sales
Adam Foster·Sales ExecutiveSales

Lakeside Medical wants 40 ward beds. The RFQ carries the customer, the end customer, the project and the date they need it.

Requests for quotationSales
18 open · 6 with pre-sales · 4 overdue
RFQ-2026-018412 MarWith pre-sales
Lakeside Medical — Brooklyn · Adam Foster · PRJ-0092
Lines 3Est. value $248,000Needed 24 Mar
RFQ-2026-018309 MarPriced
Delta Foods · Layla Mostafa · cost study CS-2026-0041
Lines 5Quoted $94,200Margin 24%
RFQ-2026-018204 MarClosed
Harbor Trading · Karim Nabil · lost to price
Lines 2Quoted $61,400Lost −7% price
RFQRaised
01What it is

What is TECHNIA Sales?

TECHNIA Sales is the all-in-one platform that transforms your entire sales process — from capturing leads to managing products and services, RFQs and quotations, and tracking orders and subscriptions — into a smooth, automated, intelligent workflow.

02Who it's for

All your sales tools in one smart platform.

Sales teams and commercial directorsOrder-based businessesSubscription-based businessesB2B, B2C and project-based sellersDistribution and retail supply teamsBusinesses selling products, services or both
03Modules included

One product, every module you need.

01

Leads & Accounts

  • Capture leads from every channel
  • Meta lead-form import from campaigns
  • Qualification and lead sources
  • Accounts with full history
02

Actions, RFQs & Quotations

  • Track actions against every deal
  • RFQs out to the market
  • Quotations with versioning
  • PDF generation of quotations
03

Cost Studies

  • Landed cost per line — cost net, freight and duty
  • Order-level costs apportioned across the lines
  • Margin and profit, per line and per study
  • Quote straight from the study, without re-pricing
04

Sales Orders

  • Orders raised straight from an accepted quotation
  • Stock reserved on confirmation
  • Delivery and fulfilment tracking
  • PDF generation of orders
05

Subscriptions

  • Recurring billing cycles
  • Plans and packages
  • Renewals and expiries
  • Subscription analytics
06

Products & Services

  • Product categories, brands and types
  • Service categories and types
  • Enable or disable categories, brands and types as your business needs
  • Serial number configuration per product
07

Targets & Commissions

  • Target schemas by period — monthly, quarterly, half-annual, annual
  • Tiered commission bands, with a rate per achievement level
  • Assignments by salesperson, team and position, superiors included
  • Accrued on the order, payable on collection
  • A commission statement per salesperson, paid through HR payroll
08

Analytics & Exports

  • Instant access to accurate sales data and analytics
  • Cross-filtering dashboards
  • Export of all data
  • PDF generation of orders and quotations
04In one system

Every enquiry starts as one record.