A business requires a structured way to track deals and coordinate customer relationships. The CRM & Sales module provides a clear view of your sales process. By linking pipeline updates directly to invoicing, customer support, and project delivery, it helps sales teams close deals and keeps delivery teams informed.
Track sales pipelines, manage contact histories, configure subscription pricing, and forecast sales metrics in one dashboard.
Features engineered for scale.
Visual Sales Pipelines
Manage opportunities using customizable drag-and-drop boards that match your sales steps.
360° Contact Timelines
Review customer logs, email exchanges, transactions, and support histories on one contact page.
Automated Lead Scoring
Identify high-intent leads using AI models that evaluate website visits and email interactions.
Subscription Manager
Configure custom subscription models, automate recurring charges, and manage dunning rules.
Sales Revenue Forecasts
Track expected monthly revenue, pipeline velocity, and team conversion rates automatically.
Native System Data Flow
Syncs contact data with Operations for project onboarding, Finance for invoicing, and Customer Experience for ticket handling.
Emerging Markets Readiness
Supports local currencies, billing periods, and regional sales processes to help businesses coordinate domestic and international deals.
Enterprise Governance & Security Profile
Enforces strict permissions to keep sales databases secure, preventing unauthorized downloads of contact records. Security configurations are integrated into the Control Plane database, ensuring complete regulatory compliance.