Commercial
Sales & CRM
A pipeline that reflects how your deals are really won
CRM shaped around your sales motion rather than a generic funnel: enquiry capture, qualification, estimation, negotiation and clean handover into delivery.
The starting condition
What this usually looks like before
- Generic CRM forces the team to describe deals in stages that do not match reality, so it is not updated.
- Estimates and technical scoping live outside the pipeline, in documents.
- Won deals restart from zero when they reach the delivery team.
Capabilities
What we build
Your qualification model
Stages, scoring and required evidence defined against how your business actually decides to pursue work.
Estimation inside the pipeline
Costing, margin and scope assumptions attached to the opportunity, versioned and comparable.
Follow-up discipline
Ageing rules, next-action enforcement and automated nudges so nothing decays silently.
Handover to delivery
A won opportunity becomes a delivery record with scope, commercial terms and commitments intact.
Commercial reporting
Conversion by source, stage duration, discount behaviour and forecast quality — measured, not estimated.
Outcomes
What you should expect to change
- A pipeline the team keeps current because it matches their work
- Estimates traceable to the terms that were sold
- Nothing lost between sale and delivery
- Forecasts based on observed stage behaviour
Where AI fits
Agents draft follow-ups from the deal record, summarise long email threads into decisions and commitments, and flag opportunities whose behaviour no longer matches a live deal.
Typical integrations
- Calendar
- Accounting
- Website forms
- Messaging
Common in
Related solutions
Operations OS
The core operating layer: entities, statuses, ownership, handoffs and records for the work your business actually performs — orders, jobs, sites, batches, cases or shipments.
ExploreManagement Dashboards
Reporting built on the operating system itself, so every figure has a definition, a lineage and a drill-through to the underlying records.
ExploreFinance & Collections Intelligence
Collections and finance operations run as workflow: who owns each account, what was promised, what is disputed, and what will actually land this month.
ExploreSales & CRM
Describe the version of this problem you have.
We will tell you what a system for it looks like, what it would take to build, and whether it is worth doing at all.