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ERP.AI CRM for Sales Pipeline

CRM for Sales Pipeline

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Modules

AccountsKeep company ownership and active opportunities connected. ContactsUnderstand the buying team behind each opportunity. PipelineSee where each deal stands and what needs to happen next.
QuotesMove from a proposal draft to approved commercial terms. ActivitiesKeep conversations and follow-up work close to the deal. ForecastBring pipeline, commitments and renewals into the same review.

CRM for Sales Pipeline

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Processes

Qualify leads and create opportunitiesQualify leads and create opportunities. Approve proposals and close dealsApprove proposals and close deals.
Coordinate customer follow-upCoordinate customer follow-up. Review forecasts and renewalsReview forecasts and renewals.

CRM for Sales Pipeline

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Industries

Business services salesConsulting and service sales teams coordinating discovery meetings, proposals and ongoing client relationships. Software sales teamsSales teams managing product proposals, buying committees and subscription renewal opportunities.
Industrial suppliersCommercial teams quoting product quantities and following customer decisions across a defined sales territory.

CRM for Sales Pipeline

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Reference

Roles and permissionsUnderstand roles and permissions for CRM for Sales Pipeline. Reports and analyticsUnderstand reports and analytics for CRM for Sales Pipeline. Data modelUnderstand data model for CRM for Sales Pipeline.
IntegrationsUnderstand integrations for CRM for Sales Pipeline. ImplementationUnderstand implementation for CRM for Sales Pipeline. Agent and automationUnderstand agent and automation for CRM for Sales Pipeline.

CRM for Sales Pipeline

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
AccountsKeep company ownership and active opportunities connected.ContactsUnderstand the buying team behind each opportunity.PipelineSee where each deal stands and what needs to happen next.QuotesMove from a proposal draft to approved commercial terms.ActivitiesKeep conversations and follow-up work close to the deal.ForecastBring pipeline, commitments and renewals into the same review.
Processes
Qualify leads and create opportunitiesQualify leads and create opportunities.Approve proposals and close dealsApprove proposals and close deals.Coordinate customer follow-upCoordinate customer follow-up.Review forecasts and renewalsReview forecasts and renewals.
Industries
Business services salesConsulting and service sales teams coordinating discovery meetings, proposals and ongoing client relationships.Software sales teamsSales teams managing product proposals, buying committees and subscription renewal opportunities.Industrial suppliersCommercial teams quoting product quantities and following customer decisions across a defined sales territory.
Reference
Roles and permissionsUnderstand roles and permissions for CRM for Sales Pipeline.Reports and analyticsUnderstand reports and analytics for CRM for Sales Pipeline.Data modelUnderstand data model for CRM for Sales Pipeline.IntegrationsUnderstand integrations for CRM for Sales Pipeline.ImplementationUnderstand implementation for CRM for Sales Pipeline.Agent and automationUnderstand agent and automation for CRM for Sales Pipeline.
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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

  • My Open OpportunitiesOpen
    Opportunity NumberNameAccountStage

    Accounts

    Keep company ownership and active opportunities connected.

    Included
  • Contact Directory
    First NameLast NameAccountTitle

    Contacts

    Understand the buying team behind each opportunity.

    Included
  • Pipeline BoardOpen
    Opportunity NumberNameStageAmount

    Pipeline

    See where each deal stands and what needs to happen next.

    Included
  • My QuotesDraft
    Quote NumberOpportunityTotalValid Until

    Quotes

    Move from a proposal draft to approved commercial terms.

    Included
  • Sales Activity SchedulePlanned
    Activity NumberSubjectOwnerStart Time

    Activities

    Keep conversations and follow-up work close to the deal.

    Included
  • My ForecastDraft
    Forecast NumberPeriod LabelCommit AmountBest Case Amount

    Forecast

    Bring pipeline, commitments and renewals into the same review.

    Included
Roles
  • Sales Manager
  • Sales Rep
  • Sales Ops
  • Viewer
Processes
  • Qualify leads and create opportunities
  • Approve proposals and close deals
  • Coordinate customer follow-up
  • Review forecasts and renewals
Reports
  • Pipeline Summary
  • Win and Loss
  • Activity Performance
  • Quota Attainment
  • Lead Funnel
  • Quote Decisions
  • Renewal Outlook
  • Sales Cycle

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 your 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.

Model usage and Agent fee

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.

Implementation and rollout

Configuration, data migration and rollout services are priced separately. The scope depends on your locations, integrations, data volume and support needs. Click Start now to create your ERP.AI account, then use Proto to configure the system for your team.

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Pricing questions

All questions
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.

Related question
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.

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•AI workspace

Start now CRM for Sales Pipeline

Create your ERP.AI account and get started with Proto.

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