One customer record, every interaction
Visits, calls, WhatsApp threads, emails, quotations, orders, complaints, certificates and payments attach to the same customer, with tenant-level access control.
Sales CRM
A sales CRM that includes what happens after the deal
Classic CRMs stop at the closed deal. In distribution and field selling the risk starts there: delivery, credit exposure, repeat ordering and collection. Salforce AI keeps the full customer life in one timeline.
Pipeline that reflects real buying stages
Leads convert to opportunities with configurable stages and scoring, then to quotations with validity and approval rules, then to orders checked against credit policy.
Scorecards instead of opinions
Customer scorecards combine order frequency, value trend, payment behaviour and complaint history so account decisions are evidence based.
Frequently asked questions
Can we import our existing customer list?
Yes. Customers, outlets, products and opening balances can be loaded per company before go-live.
Is customer data separated between our companies?
Yes. Data isolation between companies is enforced at the database level, not only in the interface.