AI Features in the CRM for Sales and Quotes
Deal scoring, CPQ and a sales assistant — they remove click work, never the decision.
AI is built in where it removes click work, not where it would invent facts. Every suggestion is shown to a human for approval; scores and prices come from your own data, not from a model guess. The model runs in your region and never trains on your data. Three AI features are core parts of your CRM software — no add-on tool, no separate licence.
3 features in this area
The AI features of the custom CRM software: predictive deal scoring, AI quoting (CPQ) and a guided sales assistant — trained on your data, source-grounded, human in the loop, hosted in your region.
Predictive Deal Scoring for Sales Teams
Win probability per deal from your own history — with the factors behind it.
- Trained on your data
- Factors are visible
- Prioritisation, not gut feel
AI Quote Software and CPQ for Sales
Configure, price and quote in minutes — on your pricing logic, with margin in view.
- On your pricing logic
- Margin in real time
- AI line-item suggestions
AI Sales Assistant for Inbox and Next Best Action
Triaged inbox, next step and reply drafts — reviewed before anything is sent.
- Next best action per deal
- Drafts, never autopilot
- Sentiment & risk