Bring companies, contacts and opportunities into a shared sales portfolio. Organize your pipeline, track activities and manage proposals with history, ownership and visible priorities.
From first contact to customs clearance: explore the integrated CRM, email triage, priority dashboard and process history. The overview covers tracking, free time, Siscomex and finances, with Orktus AI gathering information and proposing updates for the analyst to review and confirm.
01 / Sales management with context
From relationships to buying decisions.
A foundation for organizing sales work, tracking every opportunity and continuing each customer relationship.
01
Companies and contacts
Organize prospects, customers and their contacts by owner, team and segment. Find the context of each relationship.
02
Pipelines and opportunities
Track deals in Kanban or list view with configurable stages, owners and amounts. Record wins, losses and stage changes.
03
Activities and next steps
Plan calls, meetings and tasks linked to opportunities. Review the calendar and track planned, completed or overdue work.
04
Catalog and proposals
Build proposals from the product and service catalog. Manage versions, amounts, discounts and acceptance or rejection decisions.
05
Files and history
Keep attachments and documents with each opportunity. Review activity and change history to pick up the negotiation with clarity.
06
Metrics and radar
See open, won and lost opportunities, conversion and amounts by currency. The radar highlights inactivity, overdue work and missing next actions.
02 / The sales journey
Organize, negotiate and follow through.
01
Step 01 / 03
Organize
Register companies and contacts, assign owners and open opportunities in the right pipeline.
