Activities: calls, emails, meetings with auto-log in CRM & Sales Pipeline helps teams run a connected Pipeline & Opportunity workflow with approvals, audit trails and reporting.
How This Feature Works
Lead capture, Web forms, Facebook lead ads, WhatsApp, walk-in, phone, imports, all funnel to one inbox with auto-assignment.
Qualification & pipeline, Sales rep qualifies, drops the lead into the right pipeline stage. Auto-tasks, follow-up reminders, AI next-best-action.
Quote generation, Build quote from product/service catalog with discounts, taxes, terms, sends as PDF or DocuSign.
Win → Order, On acceptance, quote converts to sales order in ERP (no re-key). Inventory reserved, invoice triggered per terms.
Business Outcomes
Respond to every lead within 5 minutes, leads contacted in 5min are 9x more likely to convert
Increase win rate 15–30% with structured pipeline and AI suggestions
Cut quote-to-cash cycle 50% with native ERP integration
Reduce churn 20%+ with health-score-driven CS workflows