Questions, answered

Click Get started, then use Proto to configure E-commerce + CRM + Analytics + Support for your business. Pilot a few customer opportunities with named owners, real contact details and a retention case reviewed by a different person.

Start with an account and contact, then create an opportunity with an owner, expected value, close date and next step. Add item lines when the customer has discussed specific products or services.

The sales owner runs qualification after the customer conversation. The action records activity, changes the opportunity to Qualified and writes an operation receipt.

The action logs an email activity, changes the opportunity to Proposal and writes a receipt. Keep the customer-facing material in the communication process your team agrees to use.

Yes. The close outcome action takes the result and reason. A lost opportunity can retain the loss reason for management review.

The retention owner drafts and submits a case tied to an opportunity. An independent reviewer records the decision against the case revision before approved work proceeds.

Enter it as context for the customer contact and check it against the system that owns the transaction. The reference helps the owner identify the event behind the planned conversation.

Review open deals by owner and expected close date, overdue activities, follow-ups awaiting review, won and lost outcomes, and failed or needs-review operation receipts.

Admin manages organization, user and product references. Agree which team owns account and contact corrections so representatives work from current customer context.

Record attachments can carry a title, kind, link and notes and can point to an opportunity or retention follow-up. Agree which documents should be kept with a customer decision.