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ERP.AI B2B CRM

B2B CRM

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Modules

AccountsThe company record everything else hangs off: hierarchy, sites, ownership by territory, the account team and the yearly plan for the accounts that matter most. ContactsThe people at each account: who they are, who they report to, the part they play in a purchase, and whether you may contact them. PipelineLeads in, opportunities through the stages, a next step with a date on every deal, and a history that shows how each one really moved. QuotesPriced proposals built from a price book, versioned as the deal moves, and approved by the right person whenever a rep goes past their authority.
ActivitiesEvery call, meeting, email, demo, task and note, logged against the account and the deal, synced from mail and calendar, and rolled up into the fields managers sort on. RenewalsThe contract a won deal becomes, the notice deadline and lead time on it, the renewal opportunity the system opens in time, and the expansion sold on top. ForecastForecast categories on every deal, a quota per rep per period, a weekly submission with commit and best case, and a manager review that is kept alongside it.

B2B CRM

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Processes

Lead to dealFrom a lead arriving to a signed contract handed to customer success: routing, qualification, acceptance, proposal, negotiation, the bookings check and the handover, with the gates where a person decides. Quote approvalHow a priced proposal gets from a rep's draft to the customer's inbox: the rules that decide who must approve, the steps in sequence, and what happens on rejection, revision and expiry. Forecast cycleThe weekly rhythm: reps categorise every open deal and submit, managers review and adjust on the record, and the period locks so the forecast can be checked against what closed.
RenewalFrom a contract's notice deadline to the next contract signed: the opportunity the system opens, the risk call, the renewal quote and approval, and what happens when the customer says no. Territory realignmentChanging who owns which accounts without losing deals in flight: modelling the new rules, approving the moves, applying them in bulk, handing over open deals, and checking nothing was orphaned.

B2B CRM

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Industries

SaaS and subscription softwareRecurring revenue sold to business buyers: land and expand, seat-based quotes, renewals as the biggest deals of the year, and a forecast split between new and renewal. Industrial equipment and capital goodsLong cycles, large tickets, many sites and a buying committee with engineering, procurement and the plant on it: quotes revised for a year, and service contracts that follow the sale.
Professional and business servicesRelationship selling by people who also deliver: referrals and partners as sources, proposals with scoped terms, retainers that renew, and a pipeline kept by partners who are not full-time sellers. Wholesale and distributionMany accounts, repeat business and a field sales team on territories: account share, price lists per customer tier, visit planning and the accounts that have gone quiet.

B2B CRM

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Reference

Roles and permissionsWho does what: the roles in a B2B sales organisation, the records each may change, the approvals each may give, and how an agent inherits the same limits. Reports and dashboardsThe numbers a sales organisation runs on, each with what it answers and who reads it, all drawn from the same deals, quotes, activities and forecasts the team works in. Data modelThe tables, their keys and how they relate, written for the consultant or IT team migrating from another CRM or connecting this one to marketing, billing or support.
IntegrationsWhat a B2B sales team connects to its CRM, and how each connection works here: mail and calendar, marketing automation, CPQ and billing, e-signature, support and product usage, data enrichment. ImplementationHow a sales team moves onto B2B CRM: mapping the sales process and the rules, configuring, migrating from the old CRM, rehearsing a real week, and going live by team. Agent and APIHow an agent runs B2B CRM: identity, permissions, the calls it makes, and what it may not do without a person.

B2B CRM

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All systems
Modules
AccountsThe company record everything else hangs off: hierarchy, sites, ownership by territory, the account team and the yearly plan for the accounts that matter most.ContactsThe people at each account: who they are, who they report to, the part they play in a purchase, and whether you may contact them.PipelineLeads in, opportunities through the stages, a next step with a date on every deal, and a history that shows how each one really moved.QuotesPriced proposals built from a price book, versioned as the deal moves, and approved by the right person whenever a rep goes past their authority.ActivitiesEvery call, meeting, email, demo, task and note, logged against the account and the deal, synced from mail and calendar, and rolled up into the fields managers sort on.RenewalsThe contract a won deal becomes, the notice deadline and lead time on it, the renewal opportunity the system opens in time, and the expansion sold on top.ForecastForecast categories on every deal, a quota per rep per period, a weekly submission with commit and best case, and a manager review that is kept alongside it.
Processes
Lead to dealFrom a lead arriving to a signed contract handed to customer success: routing, qualification, acceptance, proposal, negotiation, the bookings check and the handover, with the gates where a person decides.Quote approvalHow a priced proposal gets from a rep's draft to the customer's inbox: the rules that decide who must approve, the steps in sequence, and what happens on rejection, revision and expiry.Forecast cycleThe weekly rhythm: reps categorise every open deal and submit, managers review and adjust on the record, and the period locks so the forecast can be checked against what closed.RenewalFrom a contract's notice deadline to the next contract signed: the opportunity the system opens, the risk call, the renewal quote and approval, and what happens when the customer says no.Territory realignmentChanging who owns which accounts without losing deals in flight: modelling the new rules, approving the moves, applying them in bulk, handing over open deals, and checking nothing was orphaned.
Industries
SaaS and subscription softwareRecurring revenue sold to business buyers: land and expand, seat-based quotes, renewals as the biggest deals of the year, and a forecast split between new and renewal.Industrial equipment and capital goodsLong cycles, large tickets, many sites and a buying committee with engineering, procurement and the plant on it: quotes revised for a year, and service contracts that follow the sale.Professional and business servicesRelationship selling by people who also deliver: referrals and partners as sources, proposals with scoped terms, retainers that renew, and a pipeline kept by partners who are not full-time sellers.Wholesale and distributionMany accounts, repeat business and a field sales team on territories: account share, price lists per customer tier, visit planning and the accounts that have gone quiet.
Reference
Roles and permissionsWho does what: the roles in a B2B sales organisation, the records each may change, the approvals each may give, and how an agent inherits the same limits.Reports and dashboardsThe numbers a sales organisation runs on, each with what it answers and who reads it, all drawn from the same deals, quotes, activities and forecasts the team works in.Data modelThe tables, their keys and how they relate, written for the consultant or IT team migrating from another CRM or connecting this one to marketing, billing or support.IntegrationsWhat a B2B sales team connects to its CRM, and how each connection works here: mail and calendar, marketing automation, CPQ and billing, e-signature, support and product usage, data enrichment.ImplementationHow a sales team moves onto B2B CRM: mapping the sales process and the rules, configuring, migrating from the old CRM, rehearsing a real week, and going live by team.Agent and APIHow an agent runs B2B CRM: identity, permissions, the calls it makes, and what it may not do without a person.
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Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

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Everything included

  • Strategic and Key AccountsStrategic
    Account NumberAccount NameIndustryTier
    Manufacturing

    Accounts

    The company record everything else hangs off: hierarchy, sites, ownership by territory, the account team and the yearly plan for the accounts that matter most.

    Included
  • My Active ContactsActive
    First NameLast NameAccountJob Title

    Contacts

    The people at each account: who they are, who they report to, the part they play in a purchase, and whether you may contact them.

    Included
  • Leads to WorkNew
    Lead NumberCompany NameContact NameJob Title

    Pipeline

    Leads in, opportunities through the stages, a next step with a date on every deal, and a history that shows how each one really moved.

    Included
  • Quotes Awaiting ApprovalSubmitted
    Quote NumberOpportunityAccountTotal

    Quotes

    Priced proposals built from a price book, versioned as the deal moves, and approved by the right person whenever a rep goes past their authority.

    Included
  • My Activities TodayPlanned
    Activity NumberTypeSubjectAccount
    Meeting

    Activities

    Every call, meeting, email, demo, task and note, logged against the account and the deal, synced from mail and calendar, and rolled up into the fields managers sort on.

    Included
  • Renewals Due in 120 DaysActive
    Contract NumberAccountAnnual ValueEnd Date

    Renewals

    The contract a won deal becomes, the notice deadline and lead time on it, the renewal opportunity the system opens in time, and the expansion sold on top.

    Included
  • My Forecast
    Forecast NumberPeriodWeek EndingClosed
    Q2

    Forecast

    Forecast categories on every deal, a quota per rep per period, a weekly submission with commit and best case, and a manager review that is kept alongside it.

    Included
Roles
  • Sales Development Rep
  • Account Executive
  • Sales Manager
  • Deal Desk
  • Customer Success Manager
  • Sales Operations
  • Executive
Processes
  • Lead to deal
  • Quote approval
  • Forecast cycle
  • Renewal
  • Territory realignment
Reports
  • Pipeline by Stage
  • Pipeline Created
  • Forecast vs Quota
  • Win and Loss Analysis
  • Sales Velocity
  • Activity Summary
  • Renewal Book
  • Discount Analysis
  • Territory Coverage
  • Lead Conversion Funnel

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from the sales team’s expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Implementation and rollout

Fitting the system to a sales team, migrating data and going live by team is priced separately. Your quote reflects: teams, integrations, data volume and support level. Talk to our team about your implementation plan.

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Pricing questions

All questions
Who approves a discount?

The rules compare each quote against the rep’s discount authority, the product’s maximum discount and floor price, the standard terms and the deal size thresholds. A discount beyond the rep’s authority goes up the reporting line to the first person whose authority covers it; floors and terms go to the deal desk. The decision is on the record, and nobody approves their own quote.

Related question
What does it cost?

Nothing per user. Credits pay for machine work and never expire. See pricing.

Related question
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

ERP•AI workspace

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