Sales

PROSPECT

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.

Lead Capture & Scoring

Centralized capture of leads from all channels (website, campaigns, online store), configurable lead scoring.

Qualification Checklists

Customizable fields and checklists to enforce standardized MEDDIC or BANT qualification frameworks before escalating a lead to an Opportunity.

BD Cycle Management

Customization of the BD lifecycle (e.g., Inquiry → Qualification → Proposal → Negotiation).

Task & Activity Tracking

Automatic logging of all BDM activities (calls, emails, WhatsApp messages, appointments) linked directly to the lead/contact profile.

CUSTOMER

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.

B2B Accounts (Hierarchical)
Manage organizational entities (companies) that can have multiple contacts, specific price lists, credit limits, and assigned Sales Territories/Account Managers.

Segment Configuration
Create limitless segments based on demographics, purchase history, or B2B contracts/tiers. Crucially, these segments dictate system behavior—controlling what catalog they see, which prices they receive, and which email/WhatsApp campaigns they are part of.

B2C Customers (Individual)
Track individual profiles, purchase history, LTV, and behavioral data from the Online Store.

Customer 360
Every customer profile (B2C) and account profile (B2B) aggregates all historical data: Orders, Invoices, Service Tickets, Website Visits, Communication History, and Inventory Availability.

OPPORTUNITY, QUOTES & CONTRACTS

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.

Customizable Process Flow
Drag-and-drop tools to define unique sales stages for different product lines or market segments (e.g., a 10-stage process for B2B contract sales vs. a 3-stage process for D2C lead nurturing).

Forecasting & Pipeline Management

Robust tools to visualize and forecast revenue based on opportunity stage, probability, and closure date, segmented by Account Manager or Market.

Quote-to-Cash Integration

Opportunities can directly generate Quotes, which, upon acceptance, seamlessly transition into Sales Orders and trigger Inventory reservation, eliminating manual data entry and errors.

Task & Activity Tracking

Automatic logging of all BDM activities (calls, emails, WhatsApp messages, appointments) linked directly to the lead/contact profile.

ORDERS, INVOICES & RECEIPTS

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.

B2B Accounts (Hierarchical)
Manage organizational entities (companies) that can have multiple contacts, specific price lists, credit limits, and assigned Sales Territories/Account Managers.

Segment Configuration
Create limitless segments based on demographics, purchase history, or B2B contracts/tiers. Crucially, these segments dictate system behavior—controlling what catalog they see, which prices they receive, and which email/WhatsApp campaigns they are part of.

B2C Customers (Individual)
Track individual profiles, purchase history, LTV, and behavioral data from the Online Store.

Customer 360
Every customer profile (B2C) and account profile (B2B) aggregates all historical data: Orders, Invoices, Service Tickets, Website Visits, Communication History, and Inventory Availability.

Sales

PROSPECT

CUSTOMER

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.​

B2B Accounts (Hierarchical) Manage organizational entities (companies) that can have multiple contacts, specific price lists, credit limits, and assigned Sales Territories/Account Managers.

Segment Configuration Create limitless segments based on demographics, purchase history, or B2B contracts/tiers. Crucially, these segments dictate system behavior—controlling what catalog they see, which prices they receive, and which email/WhatsApp campaigns they are part of.

B2C Customers (Individual) Track individual profiles, purchase history, LTV, and behavioral data from the Online Store.

Customer 360 Every customer profile (B2C) and account profile (B2B) aggregates all historical data: Orders, Invoices, Service Tickets, Website Visits, Communication History, and Inventory Availability.

OPPORTUNITY, QUOTES & CONTRACTS

ORDERS, INVOICES & RECEIPTS

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.​

B2B Accounts (Hierarchical) Manage organizational entities (companies) that can have multiple contacts, specific price lists, credit limits, and assigned Sales Territories/Account Managers.

Segment Configuration Create limitless segments based on demographics, purchase history, or B2B contracts/tiers. Crucially, these segments dictate system behavior—controlling what catalog they see, which prices they receive, and which email/WhatsApp campaigns they are part of.

B2C Customers (Individual) Track individual profiles, purchase history, LTV, and behavioral data from the Online Store.

Customer 360 Every customer profile (B2C) and account profile (B2B) aggregates all historical data: Orders, Invoices, Service Tickets, Website Visits, Communication History, and Inventory Availability.

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.

B2B Accounts (Hierarchical)
Manage organizational entities (companies) that can have multiple contacts, specific price lists, credit limits, and assigned Sales Territories/Account Managers.

Segment Configuration
Create limitless segments based on demographics, purchase history, or B2B contracts/tiers. Crucially, these segments dictate system behavior—controlling what catalog they see, which prices they receive, and which email/WhatsApp campaigns they are part of.

B2C Customers (Individual)
Track individual profiles, purchase history, LTV, and behavioral data from the Online Store.

Customer 360
Every customer profile (B2C) and account profile (B2B) aggregates all historical data: Orders, Invoices, Service Tickets, Website Visits, Communication History, and Inventory Availability.

This module supports the entire Business Development (BD) lifecycle, allowing BDM teams to focus on high-value, qualified opportunities.

B2B Accounts (Hierarchical)
Manage organizational entities (companies) that can have multiple contacts, specific price lists, credit limits, and assigned Sales Territories/Account Managers.

Segment Configuration
Create limitless segments based on demographics, purchase history, or B2B contracts/tiers. Crucially, these segments dictate system behavior—controlling what catalog they see, which prices they receive, and which email/WhatsApp campaigns they are part of.

B2C Customers (Individual)
Track individual profiles, purchase history, LTV, and behavioral data from the Online Store.

Customer 360
Every customer profile (B2C) and account profile (B2B) aggregates all historical data: Orders, Invoices, Service Tickets, Website Visits, Communication History, and Inventory Availability.