Search results

Versioned sales libraries with personalized materials and branded buyer portals

Distributor CRM with ERP-linked customer records and structured implementation work

AI agent that finds prospects and sends sales outreach

Customer context and sales workflows connected to CRM records

Field sales execution with offline presentations, meeting records, and CRM synchronization

Lead management with separate qualification levels, lifecycle states and guided conversion

AI parallel dialer that calls several numbers at once and routes live answers to sales reps.

Sales-tax calculations and filings with a team to manage the work

Sales tax and VAT management with return review and remittance

Sales, stock and finance for Brazilian small businesses

Monitor tax exposure, review product categories and approve the first filing

Turn campaign replies into assigned leads with a reviewable status queue

Review sales replies by campaign, sender, client and team member in one inbox

Mapped sales accounts with route planning and meeting follow-up tools

Configurable sales boards with customer activity, routing and follow-up automation

CRM workflows that distinguish the first matching event from repeated matches

B2B CRM activities that connect tasks and emails with a sales-process step

Lead cards with distinct qualification, pipeline and follow-up controls

CRM lead routing that distinguishes account owners from rotating pools

Real-estate sales CRM with availability cover and explicit user reassignment

Connected revenue records with configurable sales workflows

Customer deal workspaces created from governed sales playbooks

Manage replies, call tasks and manual drafts in the same sales conversation queue

Customer history and sales follow-up connected with quotations and invoicing