Sales in Clienta · Official documents in Sepidar
CRM for companies that already run Sepidar
Run sales in Clienta. Keep accounting in Sepidar.
Sepidar is strong at accounting, inventory and official invoices. What is usually missing is the sales layer: where the lead came from, which stage the deal is in, who to call today, and whether the salesperson can see credit and stock without phoning finance.
Clienta is a Sepidar CRM in the practical sense: it runs pipeline and follow-up in the cloud, then uses the marketplace connector so catalog, parties, balances and invoices reach the on-premises Sepidar install. The point is not to replace the general ledger — it is to enter sales once and post the document in finance.
Two systems, one flow
Almost every Iranian business that runs Sepidar keeps sales somewhere else: Excel, WhatsApp, a salesperson’s memory or a separate CRM. The pain starts when those worlds are not connected. Clienta organises selling and sends the same data to Sepidar for the official document.
In Clienta
Leads, people, companies, activities, the deal pipeline, quotes and sales invoices live here. A salesperson works the day without a Sepidar licence.
In Sepidar
List prices, warehouse quantity, credit limits, parties and tax invoices stay the source of truth. Finance owns the document. Clienta does not become the ledger.
The pain everyone recognises
Sepidar’s own CRM-integration pages list the same symptoms for Iranian companies. They are not slogans. They are the daily calls between sales and finance.
Name, phone, national ID or economic code in the sales spreadsheet differs from the Sepidar party. When the invoice arrives, finance retypes it or the document fails.
Without live credit, a salesperson closes a credit deal and finance objects later — or they log into Sepidar and risk the document.
The quote sits in Word, the message in WhatsApp, and finance re-enters it in Sepidar tomorrow. The customer wants the document today.
Item code, quantity, discount and sale type are typed twice. One digit off means stock mismatch, conflicting reports and a bounce back to sales.
Management sees pipeline in CRM or Excel and collections in Sepidar. Two conflicting numbers mean a meeting that cannot decide.
What a Sepidar CRM has to deliver
Leads and deals stay in Clienta. When an opportunity is won, the invoice is built from those lines — the path does not disappear into a spreadsheet.
Sales sees Sepidar credit and outstanding balance in Clienta. They do not message finance before closing a credit deal.
Items come from the accounting catalog. Quantity is the default warehouse. Selling on a paper number or a free-hand price stops.
Sales can raise a quote. Sending the official invoice can stay with the workspace admin. A tax document is not a team-wide button.
You do not buy ten Sepidar licences or risk document edits. Selling stays in CRM. Finance keeps Sepidar.
Android and iOS use the same workspace. With Sepidar connected, field sales works from the real catalog.
Sales pipeline
Sepidar shows posted invoices. It does not show a pipeline, overdue follow-ups or stage value. Clienta is the board for work that has not become an official document yet.
Quotes and invoices
Build a quote on the deal, send it to the customer, then issue the sales invoice. With Sepidar connected, that issued document goes to accounting.
Customer record
Calls, meetings, notes and deals stay on the Clienta record. With Sepidar connected, credit and outstanding balance sit on the same customer so negotiation uses real numbers.
Marketplace
The Sepidar connector is free in the Clienta marketplace. An admin adds it, runs the Windows agent on the accounting PC and syncs items. Salespeople only see the result on invoices and records.
Mobile
The Android and iOS apps are the same workspace. A salesperson on the road sees the customer and the deal and can call — they do not go back to the office for stock or wait for a photo of an invoice.
How the work flows
This is the cycle Sepidar companies want: sales decides in CRM, finance owns the document in Sepidar, and management sees one story from both.
A lead arrives from a form, a call or manual entry, gets qualified and becomes a pipeline deal. That stage does not exist in Sepidar — and should not.
Lines come from the synced catalog. Price and stock come from accounting so the promise to the customer is real.
After approval, the sales invoice is issued. Drafts are not sent to Sepidar. Only issued documents are the finance bridge.
An admin — or the role you configured — sends the invoice. Missing parties are created or linked. If credit would be exceeded, posting stops before a document is created.
Number and document live in Sepidar. The Clienta invoice locks. Voiding or correcting the official document happens in accounting, not by deleting a sales card.
The connection
The Sepidar web service runs on the same Windows install, usually port 7373. Clienta cannot reach it from the public internet. A Windows agent on the accounting PC pulls work from the cloud and talks to localhost. You do not need a static IP or an open modem port.
Sales, invoices and the marketplace. Sepidar passwords stay on the Clienta server.
On the Sepidar PC. It connects outbound to the cloud. It does not expose the accounting port.
Server mode is on. Items, balances, credit and sales documents live here.
Sepidar cloud / web editions do not connect. The “Sepidar CRM web service” lock — or shop / mobile-ordering — must be active on the company’s dongle. Clienta does not sell that lock.
On the customer record
The Sepidar finance card sits on a person, company, product and invoice. The point is that a salesperson never enters the accounting app for stock or credit, and never edits the document.
Product boundary
By role
Pipeline, follow-up and quotes live in Clienta. They see balance and stock and stay out of Sepidar. They do not wait on finance to print a quote.
The official document arrives from CRM with the right item and party codes. Sales does not have Sepidar. Turning a quote into an invoice can stay with an admin, because voiding a tax document has consequences.
Pipeline numbers are no longer a spreadsheet detached from Sepidar. You do not hand every seller a Sepidar licence, and sales versus collections become one story.
FAQ
Sepidar itself is accounting software, not a full CRM. People searching “Sepidar CRM” want a sales system that connects to Sepidar: leads, pipeline and follow-up in CRM, and items, balances and official invoices in Sepidar. Clienta is that sales layer and connects from the marketplace to an on-premises Sepidar install.
No. Clienta is for selling. Sepidar stays accounting and the official document. Items are created in Sepidar, official invoices lock in CRM after send, and the ledger, tax e-invoicing and payroll are out of this connector.
SarvCRM is part of the Hamkaran System group and has an official Sepidar integration; it is often discussed for heavier organisational processes. Clienta is a cloud sales CRM: pipeline, mobile, automation and a marketplace, plus a Sepidar connector with a Windows agent so sales never enters accounting. The right choice depends on process complexity and where you want selling to live.
No. The connector is for the Windows install with server mode and a CRM web-service lock — or shop / mobile-ordering — on the company’s dongle.
From a Sepidar reseller. Clienta does not sell that lock, and it is billed separately from the CRM subscription. If the admin login screen has no “run as server” checkbox, the web service is not on that dongle.
They should not. That is the point of the connector: selling stays in Clienta, Sepidar licences and security stay with finance, and balance and stock are read-only in CRM.
The Sepidar marketplace app is free for the workspace. Clienta itself is sold by plan, with a 14-day Professional trial. Quotes and invoices are on current plans; see the pricing page for limits.
If the web-service lock is already on the Sepidar dongle, setup is usually 30–60 minutes and should be done with the accountant and a workspace admin together. Buying the lock from a reseller can take several days.
Try Professional for 14 days, add Sepidar from the marketplace and send a test invoice to accounting. Finance and sales should sit in the setup session together.