Sales
CRM
WhatsApp interest becomes a named pipeline — then a real quote.
Qualify demand, then hand off to Sales.
Smart features
Intelligent workflows that save time and prevent mistakes
Weighted forecast
Stage probability × value keeps the pipeline honest — a WhatsApp chat is not counted as booked revenue.
Stale deal alerts
Overdue activities surface before the deal quietly dies in someone’s notebook.
Win/loss learning
Close reasons accumulate so next quarter’s coaching is data, not guesswork.
Zero-retype handoff
A won opportunity starts the sales quote on the same partner record — no retyping the company name.
What it actually does
Capabilities the floor will feel in week one
Leads vs opportunities
A chat is not a deal. Separate lists so the forecast is not fiction.
Pipeline board
Stages, probability, and weighted value — configured to how your team actually sells.
Activities that surface
Calls, meetings, tasks with due dates. Overdue work shows up instead of dying in a notebook.
Win / lose reasons
Close with a reason. Next quarter you know what to coach — not just what was booked.
Sources and teams
Tags, sources, and owners so a walk-in and a tender are not the same row.
Handoff into Sales
When you win, commercial documents start from the same partner — no retyping the company name.
The loop
Lead → qualify → opportunity → activity → win/lose → hand off to Sales. Probability stays honest.