Everything your CRM does. Then it goes to work.
Leads, accounts, pipeline, quotes: the objects your team already knows, generated on governed meta. Agents carry the follow-ups, hygiene and forecast; reps carry the relationship; nothing moves off the record.
₹64 L62%68%
₹42 L71%
₹31 L48%
₹18 L39%
₹27 L66%
West region renewal
₹64 LValue
62%68%Probability
28 AugClose
Best caseCommitForecast
Three-touch re-engagement sequence in the account owner’s tone, carrying the August target and proposal-v3 context. No message goes out without approval.
Approved by A. Mehta. First touch scheduled 9:00 am: decision and reason retained on the opportunity.
Three-touch re-engagement with the August target and proposal-v3 context.
Review seller brief →“CFO intro promised by their ops head…”: logged, follow-up set.
Dictate update ●
↑outreach · sequence preparedThree touches drafted in the rep’s tone. Nothing sent.
Human checkpointA. Mehta reviews: edit, approve, or defer with reason.
Stage advanced on evidenceOP-1842 → Commit · trail retained, replayable.
Depth for the deal. Speed for the queue. One governed record underneath.
Enterprise sellers need the whole buying context before the next move. High-velocity teams need the next best action before the lead goes cold. Sales CRM carries both without splitting work across a CRM, engagement tool and forecast spreadsheet.
Read the relationship, not just the stage.
Pipeline evidence, commercial context and prepared recovery work meet inside one live deal room.
account owner decides · trail retainedTurn an incoming signal into prepared work.
Forms, ads, WhatsApp and calls land in one ranked queue with the next channel-aware action ready.
rep approves every send · reasoning loggedIdentity, policy and evidence travel together.
Agents work inside the same role scope as the team; consequential actions still stop at named human authority.
identity · role scope · policy · trailWhat changes
Keep the CRM surface. Change what the system carries.
You'll recognise every row from the CRM you rent today. The right column is the same capability with an agent inside it, and a human gate where money or commitments move.
The queue becomes a decision surface.
Capture and pipeline state stop being passive rows. Evidence names what needs attention, why it matters and who owns the next move.
Lead capture & routing
Web forms, list imports, round-robin assignment.
Capture from forms, ads, WhatsApp and call logs; the qualify agent scores, enriches and routes by territory grid: with the reasoning logged.
Pipeline & stages
A kanban the rep updates when they remember.
Stages advance on evidence: calls held, documents in, payments received. Stalled deals surface with the blocker and its owner named.
Follow-through arrives ready for review.
The system prepares the touch and the commercial path from record context. Reps and approvers retain the relationship and the commitment.
Follow-ups
Tasks, reminders, and the ones that slip.
The outreach agent drafts every follow-up in your tone, on the right channel, at the right hour: the rep approves in one tap.
Quotes & discounts
A pricing sheet and an approval email thread.
Quotes priced from a DMN grid; above threshold, maker-checker fires with the margin math attached: then e-sign, then closed.
The number keeps its evidence trail.
Forecast and reporting stay connected to the deals, events and decisions that produced them, not a detached Friday reconstruction.
Forecast
The Friday spreadsheet, gut-weighted.
Evidence-weighted commit built from stage signals, replayable down to the deal: the number and how it got there.
Reporting
Dashboards someone built last quarter.
Ask the copilot in plain language; the answer arrives with its drill path and the audit trail behind every number.
A hundred leads an hour. Nothing moves off the record.
Web forms, ads, WhatsApp and calls land in one evidence-ranked queue. Agents draft every touch; reps approve every send; the trail stays on the lead.
Ananya Rao+91 98••• ••210 · Hyderabad
JEE-Crash-JulyMeta lead form
87
✦ Call before 8 pmKaran Patel+91 97••• ••118 · Ahmedabad
NEET-RepeaterGoogle search
81
✦ Share visit slotsMeera Iyer+91 99••• ••487 · Chennai
Walk-in · Anna NagarBranch QR
74
✦ Send campus mapRohit Sharma+91 96••• ••902 · Jaipur
JEE-Crash-JulyMeta lead form
68
✦ Scholarship scriptFatima Khan+91 95••• ••631 · Lucknow
Scholarship-TestReferral
63
✦ Schedule counsellorVikram Nair+91 94••• ••044 · Kochi
NEET-RepeaterYouTube
57
✦ Retry best windowDivya Menon+91 93••• ••771 · Bengaluru
Walk-in · JayanagarBranch QR
52
✦ Confirm visitArjun Bose+91 92••• ••365 · Kolkata
Scholarship-TestWebsite
49
✦ Resume applicationVoice · missed call recoveredCallback completed inside the configured window; trail retained.
Visit booked from WhatsAppParent selected a live slot; the rep brief is prepared.
forecast · evening commit updatedEvery input and delta remains on the record.
The whole story, on the record.
Every call, message and campaign lands on the lead. The outreach agent reads it all: best window, right opener, ready draft, and the rep approves every send.
Try the channel buttons: the prepared action adapts.Ananya RaoParent · JEE 2-year program · Hyderabad
87AI scoreBest window: 6–8 pm. Open with the scholarship test, then confirm the Saturday visit. Call script is ready for counsellor review.
“Slab-B scholarship clears my gate only after the Saturday visit: sibling discount stacks.”
Voice AI callhostel + weekend batch; visit committedYDAY · 7:12 PM
WhatsAppfee structure PDF viewed twiceYDAY · 6:05 PM
Counsellor call11 min; faculty demo scheduledMON · 5:20 PM
SMSscholarship test reminder deliveredMON · 10:14 AM
Four agents inside. Reps stay in front.
qualify scores and routes. outreach drafts in your tone. GRID connects what your team can’t see. forecast explains every delta, and humans hold every gate.
Evidence-ranked intake
Scores, enriches and routes each lead against the active ICP and territory grid. Reasons stay on LD-2214.
Context the row cannot show
Ananya → sibling enrolled ’24 → same school enquiries → Saturday visit. A bundle suggestion is prepared for review.
The next touch, prepared
The callback, Telugu script and visit options are assembled from the record. Nothing is sent until the counsellor approves.
Every delta explained
Referral and walk-in signals are ahead of the campaign plan. A rebalancing brief is ready; the manager retains the budget call.
Ananya RaoScore 87 · call by 8 pm
● Online✦ Open with scholarship test. Sibling enrolled: slab B stacks.
12-day follow-up streak · South zone
Campus visit · Ananya Rao11:00 am · Kukatpally centreRoute sent
Scholarship call · Rohit S.AI-picked slot · script ready✦ Review
14Calls today
3Visits booked
2Enrolments
The queue, in every rep’s pocket.
Best-window sorted leads with agent briefs, one-tap calling, a league that keeps the floor moving, and a dictated update lands straight on the record.
The surface a sales team actually runs on.
What ships with the generated tenant, before a single customisation. The modules stay connected because the underlying lead, account, opportunity and decision trail stay connected.
Lead & account model
Leads, contacts, accounts, opportunities and products, with parent–child account hierarchies and duplicate control on the write.
objects · hierarchy · dedupeTerritory & assignment
Territory grids by geography, segment, product or named account, with round-robin, load-balanced and capacity-aware distribution.
grid · round-robin · capacityCadences & sequences
Multi-touch cadences across email, WhatsApp, SMS and call tasks, with reply detection that pulls a prospect out of the sequence.
cadence · reply-exitCPQ & price books
Product catalogue, price books by segment and currency, bundles, and a DMN discount grid that decides who may approve what.
catalogue · dmn · marginQuotes, orders & e-sign
Branded quote documents generated from the record, versioned on every revision, sent for e-signature and closed back onto the deal.
template · version · e-signActivity & conversation log
Calls, meetings, WhatsApp threads and emails written to the account timeline, with recordings and transcripts attached to the deal.
timeline · transcriptForecast & quota
Quota by rep, team and territory; commit / best-case / pipeline categories; evidence-weighted roll-ups with variance against last week.
quota · roll-up · varianceMobile & offline capture
Native iOS and Android for the field seller: visit check-in, meeting notes dictated, orders taken and quotes shared from the phone.
ios · android · check-inWatch a lead become revenue. Agents draft; reps decide.
The operating path is not hidden automation. Each contribution, handoff and decision stays visible on the same record.
“draft renewal outreach for accounts idle 30 days and queue for rep approval”Prepared by the system · released only through the named human gate
Lead inFORM · ADS · WHATSAPP
↓Qualify agentSCORE · ENRICH · ROUTE
↓Fit?ICP GRID · TERRITORY
↓Account executiveDEMO · PROPOSAL
↓Quote & e-signDMN DISCOUNT · MAKER-CHECKER
↓WonHANDOFF · TRAIL PINNED
Bring your pipeline stages. Leave with them running.
In a 90-minute working session, your sales motion is drafted as an FRS, approved and generated to a staging tenant. The discount grid, agents and audit trail are included.
The CRM is meta on the platform: same identity model, durable execution under every workflow, agents scoped by the same RBAC, and it composes with Collections, Service and anything else you generate.