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CRM & Sales - ERPAI Catalog ERP·AI Official publisher

CPQ for Retail & E-Commerce

CPQ for Retail & E-Commerce helps commerce teams configure product bundles, promotions, channel pricing, customer quotes, approval workflows, and quote-to-order handoff for online and retail sales.

Open Sales Dashboard

Operational process spine

Sales Dashboard

Read-only quote-to-cash sales dashboard with pipeline, discount, ARR, win-rate, and renewal analytics.

  1. 01

    Review priorities

    Open Sales Dashboard to review the records and work that need attention.

  2. 02

    Keep work current

    Create and update operational records as work moves forward.

  3. 03

    Track outcomes

    Use the app's sales & crm views to monitor progress and resolve exceptions.

Available processes

Start with the work you need to run

Sales Dashboard Read-only quote-to-cash sales dashboard with pipeline, discount, ARR, win-rate, and renewal analytics.