Move every sales step forward with a shared customer record.

Win-back outreach reviewIllustrative workspace

Input

Purchase history and outreach permissions

Action / check

Review contact eligibility and churn reasons

Output

A re-engagement list filtered by permission

Exclude contacts without valid outreach permission.

Customer Win-Back

Identify former customers worth re-engaging using history and consent, then track outreach and responses in your CRM.

First-use milestone reviewIllustrative workspace

A trained customer who has not started using the product

InputSetup, training and usage events

Action / checkDistinguish training completion from first use

OutputAn activation support task for the responsible team

Do not mark activation complete without evidence of use.

Customer Onboarding & Product Activation

Coordinate setup, training and first-use milestones so customer teams can resolve activation delays before they grow.

Quote Preparation & Approval Management

Build quotations from approved product and pricing rules, route exceptions for approval and track the proposal lifecycle.

WhatsApp AI Sales Assistant

Answer WhatsApp sales enquiries from approved knowledge, capture buying needs and hand conversations to the right representative.

Evidence-backed tender responseIllustrative workspace

A tender question about an unverified certificate

Tender documents and company evidenceReview draft

Input: RFP questions and approved company documents
Action / check: Match questions to valid evidence and flag gaps
Output: A sourced response draft for expert review

Do not present unverified evidence as a commitment.

RFP & Tender Response Management

Match RFP questions to approved company evidence, draft traceable responses and keep commitments under expert approval.

Pre-meeting account briefIllustrative workspace

An account buying signal that needs verification

Permitted account research sourcesReview draft

Input: Target account information and permitted sources
Action / check: Check the source and relevance of the buying signal
Output: An account brief with verification notes for sales

Do not treat an uncertain report as a confirmed buying need.

B2B Account Research & Sales Preparation

Research target companies through permitted sources and give sales teams evidence-backed account briefs before outreach.

CRM record and sync reviewIllustrative workspace

An older source may overwrite current CRM data

An older source may overwrite current CRM dataReview draft

Input: CRM records, field mappings and source timestamps
Action / check: Identify duplicates and conflicting field updates
Output: A review list for merges and synchronization

Pause conflicting updates; do not merge records without review.

CRM Data Quality & Synchronization

Spot duplicate and incomplete CRM records while controlling merges and data synchronization between systems.

Account risk to actionIllustrative workspace

An unresolved critical issue ahead of renewal

Input: Usage, support and renewal signals
Action / check: Connect risk signals to the issue and its owner
Output: A follow-up plan for customer success review

Review the issue with the team; a score is not a certain churn outcome.

Customer Health & Churn Prevention

Combine usage, support and renewal signals to spot accounts at risk and coordinate retention actions.

Permission-based lead nurtureIllustrative workspace

Consent withdrawn during a nurture sequence

Consent withdrawn during a nurture sequence

InputLead engagement and channel permissions
Action / checkCheck engagement stage and current consent
OutputAn eligible next step or a suppression record

Stop affected outreach when consent is withdrawn.

Lead Nurturing Automation

Nurture opted-in leads with relevant content and pass qualified engagement signals into the CRM.

Context-rich lead handoffIllustrative workspace

An urgent enquiry routed to the wrong team

An urgent enquiry routed to the wrong teamReview draft

Input: Customer requirements, budget and timing
Action / check: Identify missing details and the appropriate owner
Output: A routing proposal with the enquiry history

Escalate misrouted enquiries without losing their context.

Lead Qualification

Capture needs, budget and timing consistently and route leads to sales with usable context.

Reassign an overdue opportunityIllustrative workspace

Input

Last contact, proposal status and ownership

Action / check

Link the overdue next action to the new owner

Output

A sales follow-up task with clear ownership

Confirm the new owner and retain the opportunity history.

Sales Pipeline & Follow-Up Automation

Track last contact, proposal status and next actions across open opportunities so follow-ups are not lost.