Sales & CRM Management
Turn leads into loyal customers with AI-powered sales automation and customer relationship management.
Complete Sales Pipeline
From lead generation to customer retention, manage every touchpoint with intelligent automation and insights.
AI-Powered Lead Scoring
- ✓ Automatic lead qualification and scoring
- ✓ Predictive customer lifetime value
- ✓ Personalized outreach recommendations
- ✓ Sales forecasting and pipeline health
Customer 360° View
- ✓ Complete customer interaction history
- ✓ Purchase patterns and preferences
- ✓ Communication timeline across all channels
- ✓ Customer sentiment analysis
Sales Pipeline Stages
Lead Capture
Website forms, social media, referrals, and manual entry
Qualification
AI scoring, budget verification, and need assessment
Proposal
Quote generation, contract creation, and negotiation
Closed Won
Deal closure, onboarding, and handoff to customer success
Sales & CRM Features
Sales Analytics
Track conversion rates, deal velocity, and sales performance with real-time dashboards.
AI Email Assistant
Automatically draft personalized follow-up emails and schedule follow-ups based on engagement.
Mobile CRM
Access customer data, update deals, and log calls from anywhere with our mobile app.
Task Automation
Automate repetitive tasks like data entry, follow-up reminders, and report generation.
Quote Builder
Create professional quotes and proposals with templates and pricing rules.
Call Logging
Automatically log calls, transcribe voicemails, and create follow-up tasks.
Customer Retention & Growth
Keep customers engaged and identify upsell opportunities with AI-driven insights.
Churn Prediction
Identify at-risk customers before they leave with AI-powered churn analysis.
Upsell Opportunities
Discover cross-sell and upsell opportunities based on customer behavior patterns.
Customer Health Scores
Monitor customer satisfaction and engagement with automated health scoring.
Perfect For Your Business
Manufacturing Sales
Manage complex B2B sales cycles with multiple stakeholders and long lead times.
Wholesale Distribution
Track bulk orders, customer pricing tiers, and volume-based discounts.
Services Business
Manage service contracts, recurring billing, and customer support tickets.
Retail & E-commerce
Handle high-volume sales with customer segmentation and loyalty programs.
Construction
Manage project-based sales with change orders and milestone billing.
Consulting
Track billable hours, proposals, and client deliverables in one system.
Boost Your Sales Performance
See how AI can help you close more deals and build stronger customer relationships.