Accounts
Keep company ownership and active opportunities connected.
CRM for Sales Pipeline
Keep every opportunity moving toward a clear next step.
Sales pipeline CRM software for lead qualification, deal stages, quote approvals, activity tracking, renewals and accurate sales forecasts.
YouStatusOpen
| Opportunity Number | Name | Account | Stage | Amount | Close Date |
|---|---|---|---|---|---|
| OPP-48196 | Opportunity 611 | ACC-15143 | PS-5374 | 680 | 16 Sep |
| OPP-52042 | Opportunity 345 | ACC-65312 | PS-6214 | 720 | 06 Sep |
| OPP-22121 | Opportunity 686 | ACC-17405 | PS-3740 | 770 | 22 Sep |
| OPP-59104 | Opportunity 939 | ACC-22226 | PS-4939 | 470 | 05 Sep |
| OPP-70412 | Opportunity 252 | ACC-28225 | PS-2605 | 680 | 12 Sep |
| OPP-97140 | Opportunity 160 | ACC-68042 | PS-5582 | 960 | 16 Sep |
Illustrative records derived from the system specification.
Built for the way your team works
Sales reps, managers and sales operations teams managing a shared opportunity pipeline.
- Defined tables
- 29
- Operational views
- 14
- Defined roles
- 5
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Sales pipeline CRM software for lead qualification, deal stages, quote approvals, activity tracking, renewals and accurate sales forecasts.
Contacts
Understand the buying team behind each opportunity.
Pipeline
See where each deal stands and what needs to happen next.
Quotes
Move from a proposal draft to approved commercial terms.
Activities
Keep conversations and follow-up work close to the deal.
Forecast
Bring pipeline, commitments and renewals into the same review.
Keep company ownership and active opportunities connected
YouStatusOpen
| Opportunity Number | Name | Account | Stage | Amount |
|---|---|---|---|---|
| OPP-48196 | Opportunity 611 | ACC-15143 | PS-5374 | 680 |
| OPP-52042 | Opportunity 345 | ACC-65312 | PS-6214 | 720 |
| OPP-22121 | Opportunity 686 | ACC-17405 | PS-3740 | 770 |
| OPP-59104 | Opportunity 939 | ACC-22226 | PS-4939 | 470 |
| OPP-70412 | Opportunity 252 | ACC-28225 | PS-2605 | 680 |
| OPP-97140 | Opportunity 160 | ACC-68042 | PS-5582 | 960 |
StatusPlannedInProgress
- PD: ACT-18291, 25 Sep · 13:00 to 25 Sep · 14:00, Planned
- NA: ACT-43582, 05 Sep · 11:30 to 05 Sep · 13:30, InProgress
- UE: ACT-66999, 21 Sep · 12:30 to 21 Sep · 14:00, Planned
- XV: ACT-65318, 09 Sep · 12:30 to 09 Sep · 13:00, InProgress
- ST: ACT-22813, 27 Sep · 09:30 to 27 Sep · 10:30, Planned
- CK: ACT-63031, 09 Sep · 12:30 to 09 Sep · 14:00, InProgress
Approval conditions
Sales Manager: Approve team Leads, Quotes, ApprovalRequests when independent of preparer
Sales Manager: Manage team Leads, Accounts, Contacts, Opportunities, Activities
Submitted
- LDS-53268 Submitted lds-431 40 3 d
- LDS-79518 Submitted lds-160 70 7 d
- LDS-68392 Submitted lds-414 85 12 d
- LDS-92577 Submitted lds-574 50 11 d
- LDS-27340 Submitted lds-117 60 6 d
LDS-53268
- Company
- CMP-848
- Owner
- PZ
- Score
- 40
- QualificationReason
- Submitted lds-431
- CreatedAt
- 14 Sep
Approval waits for the sales manager.
Approval conditions
Sales Manager: Approve team Leads, Quotes, ApprovalRequests when independent of preparer
Submitted
- QTS-72692 OPP-91240 11 d
- QTS-68712 OPP-62653 in 7 d
- QTS-99688 OPP-44224 6 d
- QTS-85820 OPP-21687 in 1 d
- QTS-58470 OPP-52823 in 11 d
QTS-72692
- Opportunity
- OPP-91240
- PreparedBy
- YE
- Total
- 140
- Currency
- CRR-914
- ValidUntil
- 06 Sep
Approval waits for the sales manager.
Approval conditions
Sales Manager: Approve team Leads, Quotes, ApprovalRequests when independent of preparer
Submitted
- AR-41952 OPP-70488 1 d
- AR-56442 OPP-20945 in 3 d
- AR-80646 OPP-74179 in 4 d
- AR-47167 OPP-28921 in 5 d
- AR-33874 OPP-12541 9 d
AR-41952
- Opportunity
- OPP-70488
- RequestType
- ProbabilityOverride
- ProposedProbability
- 90
- RequestedBy
- XR
- SubmittedAt
- 16 Sep
Approval waits for the sales manager.
YouStatusNewWorkingSubmitted
YouStatusDraftSubmittedReviewed
StatusWonLost
StatusOpenWonLost
YouStatusDraftSubmittedApproved
RenewalOpen
| Opportunity Number | Account | Renewal Of | Renewal Due Date | Owner |
|---|---|---|---|---|
| OPP-52995 | ACC-71516 | OPP-91116 | 17 Sep | DJ |
| OPP-28083 | ACC-93186 | OPP-68063 | 29 Sep | FY |
| OPP-76664 | ACC-77746 | OPP-18898 | 11 Sep | HG |
| OPP-24317 | ACC-91478 | OPP-33901 | 05 Sep | HK |
| OPP-69695 | ACC-89053 | OPP-52780 | 17 Sep | GC |
| OPP-69186 | ACC-76364 | OPP-62476 | 18 Sep | LP |
Unmatched
| Message Number | Mailbox | Subject | Occurred At | Direction |
|---|---|---|---|---|
| ML-44595 | MC-65074 | Unmatched ml-791 | 25 Sep | Inbound |
| ML-24295 | MC-54960 | Unmatched ml-548 | 13 Sep | Outbound |
| ML-33430 | MC-82999 | Unmatched ml-589 | 26 Sep | Inbound |
| ML-91480 | MC-95767 | Unmatched ml-613 | 23 Sep | Outbound |
| ML-30132 | MC-14476 | Unmatched ml-386 | 05 Sep | Inbound |
| ML-95411 | MC-17925 | Unmatched ml-847 | 09 Sep | Outbound |
Active
| Quota Number | Owner | Period Start | Period End | Currency |
|---|---|---|---|---|
| QP-57255 | NK | 14 Sep | 16 Sep | CRR-650 |
| QP-25808 | AS | 19 Sep | 24 Sep | CRR-534 |
| QP-41884 | FB | 08 Sep | 13 Sep | CRR-225 |
| QP-24566 | YU | 23 Sep | 25 Sep | CRR-324 |
| QP-57297 | UU | 18 Sep | 26 Sep | CRR-197 |
| QP-80883 | LD | 12 Sep | 16 Sep | CRR-621 |
Active = true
| First Name | Last Name | Account | Title | |
|---|---|---|---|---|
| First 169 | Last 544 | ACC-69205 | Contact 1 | [email protected] |
| First 988 | Last 289 | ACC-51268 | Contact 2 | [email protected] |
| First 551 | Last 556 | ACC-57694 | Contact 3 | [email protected] |
| First 563 | Last 617 | ACC-59940 | Contact 4 | [email protected] |
| First 652 | Last 731 | ACC-83998 | Contact 5 | [email protected] |
| First 635 | Last 157 | ACC-89718 | Contact 6 | [email protected] |
Bring customer context into the workflow
Quota Attainmentlist
Closed won amounts against effective same-currency quota periods, with reopened deals reconciled.
opens Quota Coverage →| Quota Number | Owner | Period Start | Period End | Currency |
|---|---|---|---|---|
| QP-57255 | NK | 14 Sep | 16 Sep | CRR-650 |
| QP-25808 | AS | 19 Sep | 24 Sep | CRR-534 |
| QP-41884 | FB | 08 Sep | 13 Sep | CRR-225 |
| QP-24566 | YU | 23 Sep | 25 Sep | CRR-324 |
- Draft
- Active
- Superseded
- QuotaNumber
- QP-57255
- Owner
- NK
- PeriodStart
- 14 Sep
- PeriodEnd
- 16 Sep
- Currency
- CRR-650
- Amount
- 230
ownerSales Manager
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections and approval states follow the authored specification.
Keep every opportunity moving toward a clear next step
Keep every opportunity moving toward a clear next step.
Illustrative previews from the system specification.
-
01
Lead
Bring new prospects to the right owner with a clear source and next step.
Qualify leads and create opportunities -
02
Qualify
Review the opportunity context before the lead enters the active pipeline.
Review the opportunity context before the lead enters the active pipeline.
Qualify leads and create opportunities -
03
Proposal
Prepare a versioned proposal around the customer’s products and terms.
Approve proposals and close deals -
04
Negotiate
Get independent approval for the commercial terms your team will share.
Get independent approval for the commercial terms your team will share.
Approve proposals and close deals -
05
Won
Record the accepted proposal and carry the customer commitment forward.
Approve proposals and close dealsOpportunity NumberAccountClosed AmountClosed Currency
Keep decisions clear and work moving
Decision checkpoints where approval stays with your team.
Qualify
Review the opportunity context before the lead enters the active pipeline.
Qualify leads and create opportunitiesNegotiate
Get independent approval for the commercial terms your team will share.
Approve proposals and close dealsKeep the next action accountable
Human approval and system automation have different jobs.
Qualify
Review the opportunity context before the lead enters the active pipeline.
Negotiate
Get independent approval for the commercial terms your team will share.
Quote approvals
Give every person the right workspace
Request NumberOpportunityRequest TypeProposed Probability
Renewal Exception
Sales Manager
Owns the assigned team pipeline and independently reviews qualified leads, quote terms and probability exceptions.
Opportunity NumberAccountClosed AmountClosed Currency
Sales Rep
Works own leads and opportunities, prepares proposals and records customer conversations.
Sales Ops
Maintains territory assignments, lead quality and consistent sales records.
Opportunity NumberAccountClosed AmountClosed Currency
Viewer
Reads permitted sales summaries without editing source records or private communication.
See the result behind the activity
Start with the question. Follow it to the records behind the answer.
Drill-down
Pipeline Summary
Open amount and weighted amount by stage, owner and territory, separated by currency.
View Pipeline BoardSource view · Illustrative records
Opportunity NumberNameStageAmount
Source view · Illustrative records
Opportunity NumberAccountClosed AmountClosed Currency
List report
Activity Performance
Completed calls, meetings and tasks by permitted owner and reporting period.
View Sales Activity ScheduleSource view · Illustrative records
Activity NumberSubjectOwnerStart Time
List report
Quota Attainment
Closed won amounts against effective same-currency quota periods, with reopened deals reconciled.
View Quota CoverageSource view · Illustrative records
Quota NumberOwnerPeriod StartPeriod End
Drill-down
Lead Funnel
Captured leads, qualification decisions and resulting opportunities by source.
View My LeadsSource view · Illustrative records
Lead NumberCompanySourceScore
List report
Quote Decisions
Submitted proposal versions, independent approvals, expiry and acceptance outcomes.
View Quote Approval InboxSource view · Illustrative records
Quote NumberOpportunityPrepared ByTotal
List report
Renewal Outlook
Upcoming renewal occurrences with their original deal, owner and expected amount.
View Renewal PipelineSource view · Illustrative records
Opportunity NumberAccountRenewal OfRenewal Due Date
List report
Sales Cycle
Elapsed time between recorded stage changes and closing outcomes.
View Closed DealsSource view · Illustrative records
Opportunity NumberAccountClosed AmountClosed Currency
Configure your workflow with Proto
Let your AI agent help with everyday work. Set its permissions during setup and keep approvals with your team.
- Business connections
- Mailbox and calendarin and out
- Quote acceptancein and out
- Commercial handoffout
- Connection records
- ConfigurationIntegrationConnections · in and out
- ReconciliationIntegrationEvents · in and out
- Agents
- Your agentWorks within the permissions you assign
Your agent works within the permissions you assign.
List the work that needs attention. Keep the approval with the assigned reviewer.
Download agent Agent setup guide$ curl -fsSL https://www.erp.ai/skill.md
› open CRM for Sales Pipeline and list records waiting on qualify
Lead to deal · records listed with owner and age
› approve the first one at qualify, as its approver
Approval requiredWaiting for the assigned reviewer
Your questions, answered.
How the system works, what you can configure and how to get started.
How do I get started?
Select Start now to create your account. Explore the system specification, or use Proto to configure it for your business.
Can we use our own sales pipeline stages?
Yes. Define the stages that reflect your sales process, including which outcomes mean won or lost. Your team can track each stage change, owner and next activity while retaining the history needed for pipeline reviews.
How does lead qualification work?
Reps capture lead context and qualification evidence, then submit it for an independent sales manager decision. Lead scores help prioritize follow-up. They do not replace the qualification decision or automatically authorize customer outreach.
Can several contacts be linked to one deal?
Yes. Connect the people involved in the buying decision to an accessible account and opportunity, with a primary contact. Keep contact roles and relevant activity together so the next conversation starts with the right context.
Can we approve quotes before sending them to customers?
Prepare a versioned quote from the opportunity’s products, quantities, prices and terms. An independent sales manager approves the submitted version. Changes to prices or terms need a new review, and a won deal retains evidence of the customer’s acceptance.
How are sales forecasts calculated?
Review open pipeline, rep commitments and quotas in the same currency and reporting period. Forecast submissions retain their original snapshot. Closed deals contribute to the appropriate period, while reopening a deal adjusts its previous contribution without deleting its history.
Can the CRM track renewals?
Yes. Create a renewal opportunity linked to the original agreement and renewal date. The renewal has its own amount, owner, activities and quote approval, so it can be forecast without counting the original closed deal again.
Can we connect email to the CRM?
Connect an authorized mailbox and choose the permitted scope. Relevant messages can be linked to accessible contacts and activities. Unmatched private messages remain private, and importing an address does not establish permission for marketing contact.
Does closing a deal create an invoice?
Closing a deal records the sales outcome. Billing, fulfillment, tax calculation and accounting can be connected through separately configured applications. The handoff should retain the source deal and confirmed downstream reference.
Can we import our existing accounts and opportunities?
Yes. Bring stable account and contact identifiers, current owners, territories, stages and open deal values. Reconcile duplicate records and currencies before importing. Use the pricing page to review ERP.AI platform rates for your planned usage.
- 01
Agree on scope
Confirm the customer workflow and public capabilities with the responsible owners.
Team and ERP.ai - 02
Prepare the workspace
Configure role membership, source identities and reference data.
Team and ERP.ai - 03
Reconcile open work
Import actual states, ownership and prior decision evidence.
Team and ERP.ai - 04
Connect carefully
Enable each integration only after its mappings and uncertain-outcome behavior are tested.
Team and ERP.ai - 05
Practice the handoff
Run the main workflow and rejected-action cases with the people who will operate it.
Team and ERP.ai - 06
Extend gradually
Review exceptions before opening the workflow to the wider team.
Team and ERP.ai
Pricing
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.
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.
Pricing and account rules| Machine work | Included per $1 of credit |
|---|---|
| List/filter or get record calls | 20,000 |
| Search or aggregate calls | 4,000 |
| CSV or PDF exports | 100 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| File upload in MB | 2,000 |
| Workflow runs | 2,000 |
| Code-node compute beyond included in CPU-sec | 12,000 |
| Agent executions | 2,000 |
| Scheduled jobs or webhook activations | 20,000 |
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.
Explore the complete system.
Follow the operating model from the process to the people, records and decisions behind it.
Industries
Business services sales
Consulting and service sales teams coordinating discovery meetings, proposals and ongoing client relationships.Software sales teams
Sales teams managing product proposals, buying committees and subscription renewal opportunities.Industrial suppliers
Commercial teams quoting product quantities and following customer decisions across a defined sales territory.
Reference
Roles and permissions
Understand roles and permissions for CRM for Sales Pipeline.Reports and analytics
Understand reports and analytics for CRM for Sales Pipeline.Data model
Understand data model for CRM for Sales Pipeline.Integrations
Understand integrations for CRM for Sales Pipeline.Implementation
Understand implementation for CRM for Sales Pipeline.Agent and automation
Understand agent and automation for CRM for Sales Pipeline.
