For Sales
From first call to cash, on one customer record.
Pipeline, quotes, orders, contracts and invoices live together — so sales, delivery and finance stop working from three different spreadsheets.
Ask it
One sentence instead of five screens.
The same request works in the command bar or in the app — same record, same permissions, same approvals.
Move the Meridian Labs quote into handoff.
Quote Q-4471 is approved at ₹72L/yr. Assigning Enterprise Onboarding as delivery owner and asking Finance to open billing. Confirm?
Illustrative example with sample data.
Outcomes
What changes for Sales.
Quotes that respect your margins
Price books and discount thresholds are built in; anything over the line goes to the right approver before it reaches the client.
A clean handoff after the win
A won deal opens the order or statement of work, assigns delivery and tells finance to bill — in one step.
Renewals you see coming
Contracts surface renewal dates early, with the account history right next to them.
Apps included
The apps behind it.
CRM
Leads, accounts, contacts and a visual deal pipeline.
Quotes & Price Books
Product catalogue, price books and quotes with discount approval.
Sales Orders
Orders, deliveries, e-way bills, returns and customer credit.
Contracts & Renewals
Signed contracts with renewals surfaced before they lapse.
Revenue Overview
Pipeline, bookings and billing in one view.
Services Delivery
Statements of work from won deals, staffing, client time and margin.
More solutions
See [prompt.exc] for Sales.
A 30-minute call scoped to your teams, your policies and your integrations — not a generic tour.