Organisations & pipeline
Organisations, contacts, enquiry, quotation and sales order — the commercial story everything else follows.
Sales Funda® — CRM & ERP software
Flagship product of Dial N Search Private Limited. Run sales, GST billing, purchase, inventory, delivery, installation and AMC service in one connected system — from enquiry to after-sales. Product demos on salesfundaa.com.
Product brand
Built by Dial N Search since 2009
Sales Funda® (also known as SalesFundaa) is the primary CRM + ERP product developed and operated by Dial N Search Private Limited. It is built for organisations that sell, stock, deliver, install and support what they sell — so the commercial story stays on one organisation record instead of Word, Excel and WhatsApp silos.
This page is the corporate overview for SEO and company clarity. Module screens, pricing and live demos live on the product site — we do not clone the full product website here.
- CRM software + ERP workflows on one organisation record
- Enquiry → quotation → proforma → sales order → GST tax invoice
- Purchase, inventory, expenses, delivery challan, installation & AMC
- Multi-company / multi-branch without separate databases
- SF Astra AI assistant under the same Sales Funda® account
Sales journey
From enquiry to tax invoice
Keep the deal path on one customer record — convert when the commercial story moves.
Enquiry (ENQ)
Capture what the customer asked for — product or service — with context retained for the sales team.
Quotation (QN)
Send a professional proposal and convert when the deal moves forward.
Proforma invoice (PI)
Use proforma for advance billing without breaking the commercial chain.
Sales order (SO)
Confirm what was ordered so fulfilment and stock have a clear source.
Tax invoice (TI)
Bill with GST-aware tax invoices and track outstanding payments (cash, cheque, NEFT).
One organisation record
Contacts, documents and follow-ups stay tied to the same customer file end to end.
Modules
CRM, billing, purchase, stock & service
Use what you need — the rest stays in the same system.
GST invoices & receipts
Proforma and tax invoice. Follow overdue invoices and record receipts against the bill.
PO → purchase bill
Raise purchase orders on suppliers, convert to purchase bills, and track supplier documents.
Stock by branch
Hold stock by company, branch and inventory location — multi-branch distribution ready.
Challan & installation
Issue delivery challans from stock, track pending installations, assign engineers without a new customer file.
AMC & tickets
Move from warranty into AMC contracts, plan visits, raise tickets and keep after-sales tied to what was installed.
Organisation fit
Multi-company & multi-branch ERP
Your Organisation can hold multiple Companies. Each company can have Branches and inventory locations — so distributed operations stay structured without separate databases.
Field expenses (travel or site cost) can be claimed against the organisation visited — accounts issues them separately from vendor purchase bills. Employees, teams and shifts live in the same system (this is not payroll software).
Industries
Where connected lifecycle matters
Built for businesses that sell, stock, deliver, install and support what they sell.
Equipment & machinery distributors
Serialised products, installation and ongoing service on the same customer record.
HVAC / refrigeration / electrical
Sales-to-installation continuity with service visits and AMC follow-through.
Trading & multi-branch distribution
Multi-branch stock with purchase and sales documents in one ERP-style system.
Installation + service businesses
Delivery challans, pending installations, tickets and AMC tied to the original sale.
Around Sales Funda®
Related Dial N Search technology
AI
SF Astra
AI assistant for Sales Funda® — Hindi & English, WhatsApp, Gmail, visiting-card scan, same user rights.
SF Astra overview → SecurityFQRS
Cybersecurity & VAPT practice with its own identity — not a CRM module.
Cybersecurity overview → MapFull ecosystem
How Sales Funda®, SF Astra, FQRS and SF Prep sit together.
Technology overview → LegalCompany identity
CIN, GSTIN and registered office of Dial N Search Private Limited.
Corporate page →Ready for a Sales Funda® demo?
Walk through enquiry-to-AMC on real screens — and see SF Astra on the same account. Call +91 92 35 35 35 35.