Sales & CRM

Stop Chasing. Start Closing.

The only CRM that tells you which leads will convert and which customers will leave. AI scores every lead and predicts churn 30 days before it happens. Stop guessing, start knowing.

  • AI Lead Scoring
  • AI Churn Prediction
  • Sales Pipeline & Forecasting
  • 360° Customer View
Sales & CRM Dashboard

Capabilities

Everything You Need to Sell Smarter

AI Lead Scoring

Know which leads will convert before you spend time on them. AI scores every lead 1-100 based on engagement, behavior, and historical patterns. Focus on high-probability deals.

Sales Pipeline

Visualize your entire sales process with customizable pipeline stages. Track deal progress and forecast revenue.

Quote Generation

Create professional quotes in seconds with product catalogs, pricing rules, and automated approval workflows.

Sales Analytics

Real-time dashboards and reports on sales performance, team metrics, and revenue forecasting.

Activity Tracking

Log calls, meetings, emails, and tasks. Set reminders and automate follow-ups to never miss an opportunity.

AI Churn Prediction

Know which customers will leave 30 days before they do. 5-factor risk scoring analyzes purchase patterns, support tickets, and engagement trends. Save customers before you lose them.

Use Cases

Built for Every Sales Model

B2B Sales Teams

Manage complex sales cycles with multiple decision-makers. Track account hierarchies, manage territories, and collaborate on deals.

Key Benefits:

  • Account-based selling
  • Territory management
  • Team collaboration
  • Sales forecasting

Inside Sales

High-velocity sales teams can manage hundreds of leads efficiently with automation, bulk actions, and calling integrations.

Key Benefits:

  • Lead scoring & routing
  • Call logging & dialer
  • Email campaigns
  • Performance tracking

Channel Partners & Distributors

Manage relationships with resellers and partners. Track partner performance, deal registration, and commission calculations.

Key Benefits:

  • Partner portal access
  • Deal registration
  • Commission tracking
  • Co-selling workflows

Seamlessly Integrated

Sales & CRM works seamlessly with other TargetAiERP modules including Inventory, Accounting, and Project Management.

📦 Inventory

💰 Accounting

📊 Project Management

📧 Email Marketing

Ready to Know Which Deals Will Close?

Start your free trial today and let AI show you which leads to prioritize and which customers to save.

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