Unlimited users
No per-seat software fees. Bring the whole team into the workflow.
Customer operations
Keep every customer handoff in view.
Connect enquiry, quotation, sales order, delivery, invoice and payment follow-up in one traceable commercial flow.
Explore how this capability connects with your current workflows. We will confirm fit, scope and any required integrations before proposing an implementation.
Discuss this workflowBuilt for your control
See what ownership means Your system should answer to your business.
Bring the whole team. Keep control of your business data. Agree security, custom-work and handover terms before implementation.
01
Your business data stays yours
Data access and handover expectations are agreed with you.
AWS-backed hosting & security
Security controls and shared responsibilities are agreed for your deployment.
Choose your starting point
One system. Your workflows.
CRM
Connect crm with the records, responsibilities and next steps in the capability map below.
Discuss crmEmail marketing
Campaigns, consent and delivery services are scoped together.
Discuss email marketingSales
Connect sales with the records, responsibilities and next steps in the capability map below.
Discuss salesAt a glance
What the work covers.
The details change by team. The handoffs between them should stay clear.
Leads & pipeline
Give sales teams one record for the conversation and next action.
- Lead and enquiry capture
- Lead assignment and follow-up
- Opportunity stages
Quotation to cash
Carry approved commercial details forward instead of re-entering them.
- Quotations and approvals
- Sales orders and fulfilment
- Delivery notes and invoices
Pricing, incentives & territory
Support the commercial rules behind multi-customer selling.
- Price lists and pricing rules
- Discounts, coupons and promotions
- Loyalty and memberships
Customer and dealer self-service
Let business customers find useful information without losing account controls.
- Online order placement
- Order and dispatch status
- Statements and invoice access
Sales insight & communication
Use current pipeline and transaction records to plan the next action.
- Sales by product, account and region
- Conversion and activity reporting
- Email and messaging automation
Sales & customer management capability map
Useful when the steps connect.
Explore the practical workflows this capability can cover. Platform features, configuration, external connections and custom work are distinguished in the map.
05Work areas23Capabilities
WORK AREAS05
Select an area to explore the workflows in scope.
WORK AREA 01
04 capabilitiesLeads & pipeline
Give sales teams one record for the conversation and next action.
- 01Configured workflow
Lead and enquiry capture
Record requests from web forms, calls, email, messaging or walk-in sources.
- 02Configured workflow
Lead assignment and follow-up
Assign an owner, next action, priority and due date.
- 03Configured workflow
Opportunity stages
Review open opportunities, expected value, status and conversion.
- 04Configured workflow
Customer and contact history
Keep activities, quotations, orders, issues and account context together.
Features marked for configuration, integration or custom delivery are confirmed during discovery. Final availability depends on workflow, provider and project scope.
A connected sales workflowFrom first quote
From first quote
to final payment.
Keep the customer, commercial terms and next action attached as work moves from sales to finance.
One clear thread through the sale.
Quote → order → invoice → payment
ORDER-TO-CASH01 / 04
01 / AGREE THE SALE
A quote with the right context.
Keep customer terms, line items and an agreed pricing rule together before the order is confirmed.
Ready to shareBUILT AROUND THE WORK
Pricing rules · Sales orders · Invoices & print formats · Payment tracking
SurgeMind Riya Foods
Search records⌘ K
AV
QUOTATION · Q-2048
Riya Traders
Account · Vadodara, Gujarat
SurgeMindQUOTE
PREPARED FORRiya TradersVadodara, Gujarat
VALID UNTIL30 September 2026Q-2048 · 24 September 2026
ITEMQTYAMOUNT
Assorted pantry range 12 products · standard pack48₹48,600
PRICING RULEDistributor tier −4%QUOTE TOTAL₹46,656
Prepared for reviewSurgeMind workspace
ILLUSTRATIVE WORKSPACE · FICTIONAL SAMPLE DATA Workflow connected
Live sample stateIllustrative interface, not a live account
Bring a real example.
We will map where the handoff breaks down and what a first release could include.