CRM & Sales Management System
A unified CRM and sales management platform with pipeline automation, territory management, and AI-powered deal intelligence.
The Challenge
A B2B distribution company managing hundreds of client accounts and a growing sales team needed to replace their fragmented CRM tools with a unified platform for lead tracking, deal pipeline management, and sales performance analytics across regions.
What We Built
A unified CRM and sales management platform with pipeline automation, territory management, and AI-powered deal intelligence.
Core Platform
- Lead capture, qualification, and lifecycle tracking
- Multi-stage deal pipeline with drag-and-drop management
- Territory and account mapping with region-wise targets
- Quotation and proposal builder with approval workflows
- Client communication log with email and WhatsApp integration
AI & Agentic Capabilities
- AI-powered lead scoring with conversion probability ranking
- Biz for deal risk assessment and next-best-action suggestions
- LLM-generated sales call summaries and follow-up recommendations
- Predictive revenue forecasting with pipeline health analysis
- AI-driven customer churn prediction and retention alerts
Impact & Results
Increased lead-to-deal conversion rate by 30% with AI scoring
Reduced sales cycle length through automated follow-up workflows
Unified all client interactions into a single 360-degree view
Improved forecast accuracy with AI-driven revenue predictions
Cut proposal turnaround time by 50% with templated builders
Key Features
Sales rep mobile app with offline-capable client visits
Pipeline dashboard with deal stage analytics and funnels
Automated quotation engine with pricing rule configuration
Territory mapping module with target vs. actuals tracking
AI insights panel with churn alerts and deal recommendations