CRM Sales
Leads, opportunities, accounts and B2B relationships
View current quote
Sales, service and field service CRM
Connect customer conversations, quotations, service visits and orders in a workspace built around your customer.
Connected operations. Clear ownership.
Give your team a shared view of the work, from the first request to the final handoff. Bring records, approvals and reporting together with role-based access, so staff can act with the right context and managers can see what needs attention. Choose the capabilities that fit your business and expand your capacity as demand grows.
Create a package or request a quotePlans that grow with your business
Start with the essentials. Add the modules your team needs, with clear allowances before you buy.
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Capacity prices exclude optional modules, applicable taxes and payment-provider charges. Allowances are per tenant workspace, not multiplied by users. Free access carries the configured percentage platform transaction charge. Your itemized checkout quote confirms the total; paid access starts after verified payment.
Modular software
Leads, opportunities, accounts and B2B relationships
View current quoteEnquiries, service requests and customer support
View current quoteField-service intake, assignment and approval workflows
View current quoteOrder entry, amendments, checkout and transaction documents
View current quoteProducts, categories, prices and availability
View current quoteTenant storefronts, themes, content and domains
View current quoteCatalog queries and enabled transactional workflows; order actions also require Order Management
View current quoteReports on data authorized by the user role and tenant
View current quoteProjects, tasks and team collaboration
View current quoteDocument records, branded outputs and controlled access
View current quoteIndia list prices are the basis. Other currencies are indicative conversions. Taxes, selected processes, user access and usage capacity are shown in your quote before purchase.
Daily operations
Staff use their permitted workspaces and chatbot actions. Configurable forms, independent review, hold/resume, approval history and branded documents support the workflow.
Capture enquiries, qualify opportunities and assign accountable owners.
Review quotations, account pricing and the documents behind each commitment.
Coordinate orders and service visits with clear customer context.
Resolve customer requests and review service performance against sales commitments.
CRM 2050 / Capabilities
Bring business accounts, contacts, leads and service history together so your team can pick up the conversation with confidence. CRM 2050 keeps the customer requirement connected to its owner, quotation and order. Give sales and service a shared view of the relationship, with role-based access that protects sensitive information. Spend less time reconstructing the story and more time helping the customer move forward.
Capture demand from your website, qualify requirements and manage opportunities through clear commercial stages. Keep follow-up activity, supporting documents and expected close dates alongside each account. Managers can review pipeline by owner and stage, while sellers work from catalog and pricing information when preparing proposals. Make your next action visible and keep commercial decisions connected to the records behind them.
Connect a customer request to its order and supporting information. Route work to the responsible team, review progress and retain a clear resolution history. Add Field Service for intake and coordination of work away from the office, with configured assignment and approval steps. Give authorized teams the context they need to coordinate the handoff from customer conversation to operational delivery.
Publish product and service pages, collect enquiries and connect selected ordering capabilities to your website. Customers can return to their own account to review requests, orders and invoices. An enabled chatbot helps visitors discover relevant offers and start supported transactions. Your storefront, customer workspace and internal team stay connected without exposing private records to other customers or organizations.
Add Enterprise capabilities to help teams find authorized records and reports through natural-language conversations. Configure hosted AI providers and the supported chatbot journeys for your organization, keeping staff permissions in force. AI assistance works alongside your existing records and workflows; it does not replace approval responsibilities. Choose the processes where conversational access can save your team the most time.
With Enterprise process mining enabled, explore supported process histories, activity sequences and common variants. Filter the available event data to investigate waiting time and repeated steps, and use saved analyses to support improvement discussions. Built-in process data science connects operational questions to traceable events. Coverage depends on the selected workflow and its recorded history, with incomplete cases identified in the analysis.