Commercial & CRM
Customer relationship management with pipeline tracking, opportunity scoring, campaign management, and client intelligence.
Key Capabilities
Click any capability to explore detailed features
Client 360° View
Complete customer profile with addresses, contacts, bank accounts, and custom attributes.
- Unified customer profile across all modules
- Multiple addresses, contacts, and communication preferences
- Bank account and payment method management
- Custom attributes and classification fields
Pipeline Management
Visual opportunity tracking with stage progression and win/loss analysis.
- Opportunity tracking through configurable stages
- Pipeline value and conversion rate dashboards
- Win/loss analysis with reason tracking
- Sales team performance metrics
Account Management
Account movements, credit management, and complete payment history.
- Account balance and movement tracking
- Credit limit management and approval workflows
- Payment history with aging analysis
- Account statements generation and distribution
Support & Tickets
Ticket creation, assignment, SLA tracking, and resolution workflows.
- Ticket creation from multiple channels
- Automatic assignment based on category and workload
- SLA tracking with escalation rules
- Resolution workflows with knowledge base integration
Campaign Intelligence
Email campaigns, customer segmentation, and engagement tracking.
- Email campaign creation with template builder
- Customer segmentation by attributes and behavior
- Campaign engagement tracking and analytics
- Automated follow-up sequences
AI Scoring & Insights
Lead scoring, churn prediction, and next-best-action recommendations.
- AI-powered lead scoring from behavioral signals
- Churn risk prediction and retention alerts
- Next-best-action recommendations per customer
- Customer lifetime value forecasting
360°
Complete customer view unifying sales, support, and financial data
35% higher conversion
360° customer view
Ticket management
Campaign automation
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