A custom CRM to manage customers, companies, and a large product catalog
Support for complex pricing rules and flexible discount structures
Automated PDF proposal & quote generation using reusable templates
Versioned approvals and status tracking for commercial offers
AI Live Chat Assistant trained on a managed knowledge base to answer product questions instantly
Smart handoff to managers, providing structured summaries for faster quote approvals
One-click email delivery of proposals, including a link where quoted items are pre-added to the client’s basket.