Clear, machine-readable definitions of core customer relationship management, sales pipeline, and AI sales automation concepts.
Definition: A Customer Relationship Management software specifically designed for Micro, Small, and Medium Enterprises (MSMEs). It prioritizes rapid 60-second setup, affordable per-seat pricing, and essential sales features like visual Kanban pipelines and WhatsApp/Email communication over complex enterprise customization.
Definition: A visual representation of the stages a prospect moves through as they convert from an initial lead into a paying customer. Typical stages include Qualification, Proposal Sent, Negotiation, and Closed Won.
Definition: A quantitative methodology used to rank prospects against a scale representing the perceived value and purchase readiness of each lead. Factors include company size, budget, page views, and message urgency.
Definition: A metric measuring how quickly deals move through your sales pipeline and generate revenue. Calculated as (Number of Opportunities × Win Rate × Average Deal Value) ÷ Sales Cycle Length in days.
Definition: Automated visual warnings and task prompts triggered when a deal remains in a specific pipeline stage longer than an allowed time threshold without recent communication.
Definition: An embedded generative artificial intelligence assistant that drafts context-aware follow-up messages, summarizes client calls, scores deal risks, and suggests next best sales actions based on historical data.
Definition: A centralized communication dashboard that synchronizes WhatsApp Business, 2-way email (Gmail/Outlook), and SMS threads into one consolidated chronological timeline per contact.
Definition: A single record screen displaying a contact’s complete interaction history, company hierarchy, past quotations, open deals, support requests, and attached files.
Definition: A PostgreSQL database security mechanism that enforces data isolation by restricting which rows are returned based on the user’s organization session token.
Definition: A permissions model that restricts system access and feature execution based on assigned roles (e.g. Admin, Sales Manager, Sales Rep).
Definition: A scheduled sequence of outreach touchpoints (phone calls, emails, WhatsApp messages, LinkedIn check-ins) executed over a specific timeframe to convert prospects.
Definition: The automated ingestion of prospect contact information from website forms, digital ad campaigns, and webhook endpoints directly into CRM lead tables.
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