Omnichannel Sales CRM with Revenue Intelligence
A custom CRM for a multi-region sales organisation — unifying leads from web, email, WhatsApp and the call centre, routing them by rules, and driving deals from first touch to closed-won. A built-in scoring engine ranks every opportunity by likelihood to close, so reps work the right deals first.
Every lead in one place, worked the right way.
The client’s sales teams spanned several regions and a dozen tools — leads slipped between inboxes, follow-ups were missed, and managers had no reliable forecast. They’d outgrown off-the-shelf CRM and needed a system shaped around how they actually sell.
We built a custom CRM that pulls every enquiry — web form, email, WhatsApp, inbound call — into a single queue, then routes it to the right rep by territory and round-robin rules. Reps move deals through configurable pipelines, generate quotes with approvals, and a scoring model surfaces the opportunities most likely to close.
- Web, email, WhatsApp & call-centre leads in one queue
- Territory and round-robin routing with SLAs
- AI scoring that ranks leads and deals by close probability
The full sales engine.
Everything a multi-region team needs to capture, qualify, quote and close — in one system.
Omnichannel Inbox
Web, email, WhatsApp and telephony land in one threaded view, so no enquiry is lost and every conversation has full context.
Rule-Based Routing
Leads auto-assign by territory, product, language and workload, with round-robin balancing and SLA timers on first response.
Custom Pipelines
Configurable stages, fields and automations per team — drag deals forward, trigger tasks and never lose a next step.
Quote & Approvals
Built-in CPQ generates quotes from a product catalogue, routes discounts for approval, and pushes closed deals to billing.
Lead & Deal Scoring
A model trained on historic wins scores each lead and deal, so reps and managers focus on the pipeline most likely to convert.
Forecasts & Dashboards
Live pipeline, weighted forecast and rep performance dashboards give leadership a number they can plan the quarter on.
Enterprise-ready by design.
The platform work that let a large, distributed sales org trust it as their system of record.
Integrations & Automation
- Telephony (CTI), WhatsApp Business and email sync
- Two-way sync with ERP, billing and marketing tools
- Workflow automations, reminders and escalation rules
- Open REST API and webhooks for custom integrations
- Bulk import, de-duplication and data enrichment
Access, Security & Scale
- Role and territory-based access down to field level
- Single sign-on, audit logs and activity history
- GDPR consent capture and data-retention controls
- Multi-region, multi-currency and multi-language support
- Performance-tuned for millions of contacts and activities