CRM includes on-request AI company research. See the AI features →
Suntel360 CRM
CRM: Contacts, deals, and pipeline forecasting in one workspace
Contacts, companies, deals and every conversation in one place, with a forecast that is simply your live pipeline weighted by the stage probabilities you set.
- Pipeline stages and their win probabilities are configured per tenant, not fixed by us
- Company records can be researched from the company's own website, on request
- Quota rollups follow the team hierarchy rather than a spreadsheet someone maintains
21
Functional modules
5
Default pipeline stages
3
Forecast bands per period
1
Record of truth per account
Forecast
Weighted pipeline forecasting built from the deals your reps update daily. Each stage carries its own win probability, and the forecast moves when the pipeline moves — not at month end.
Enrich
Company records can be filled in from the company's own website on request, so a rep opens an account knowing who the company is, not just its domain.
Close
Deal stages you define, commit and best-case bands that mean the same thing in every review, and quota rollups that follow the team hierarchy by construction.
Sound familiar?
The situations people come to us with
If two or three of these describe a normal week at your organisation, this is the conversation worth having.
The forecast is a spreadsheet a manager rebuilds every Friday, and it never quite matches the pipeline.
Each open deal is weighted by the win probability of the stage it sits in and summed for the period. There is no second set of numbers to maintain.
The stages in the tool do not match how your team actually sells, so nobody updates them.
Stage names, order, colour and win probability are configured per organisation. A new tenant gets a sensible default that is meant to be replaced.
Reps spend the first ten minutes of every new account reading the prospect's website.
On request, research reads the company's own site and fills in firmographic detail on the record, so the rep starts from more than a domain.
Lost deals get deleted, so nobody can answer what the real win rate is.
Closing as lost is a stage, not a deletion. Win rate, cycle length and stage conversion stay answerable.
An enquiry arrives at nine at night and is still an unread transcript on Monday.
The chatbot integration creates and updates records from inbound conversations, so it is a contact in the morning.
Every manager calculates quota attainment slightly differently.
Quotas are set per rep and per team and aggregate along the reporting structure by construction.
Scenarios
Built for the way revenue teams actually sell
Not thin modules behind one brand. Each area carries its own records, its own process, and its own access model.
Pipeline & Forecasting
5 docsWeighted forecast computed from live deals. Stages and win probabilities configured per tenant — the forecast follows the process you actually run.
Account Management
5 docsCompany records can be researched from their own websites on request. Contacts, deals, and activities anchored to one account — not scattered across spreadsheets.
Deal Management
3 docsDeals carrying value, currency, and expected close through stages you define. Lost deals stay in the record so win rate and cycle length mean something.
Sales Operations
4 docsQuota rollups that follow the team hierarchy, bulk import for migrations, and reporting that reads the same records reps update.
Conversational Sales
2 docsChatbot integration that creates and updates CRM records from inbound conversations. An enquiry at nine is a contact in the morning.
Team & Role Governance
3 docsRole-based visibility rules controlling which records a user can see. Reps see their accounts; managers see their teams'.
Documents & Records
Document and master types across the revenue lifecycle
From first contact to closed won, every stage carries its own records and audit trail.
Attract
An enquiry arrives through the site or chatbot. A contact and company record exist before anyone has typed anything.
Enrich
On request, research reads the company's own website and fills in firmographic detail, so the rep opens an account with context.
Engage
Reps log calls, meetings, and notes against the deal. Pipeline hygiene is checkable rather than assumed.
Close
The deal advances through your stages. The weighted forecast updates the moment the stage does. Close won or lost — either way it stays in the record.
Modules
Twelve functional areas, one account record
Each module reads from the same contact and company data through the same permission checks.
Contacts
Contact records shared across companies, deals, and logged activities.
Companies
Company records that anchor every contact, deal, and activity tied to that account.
Company Enrichment
Company research, run on request, that crawls a company's website to fill in firmographic detail.
Deals
Deal records carrying value, currency, and expected close date through the sales cycle.
Pipeline
Pipeline stages configured per tenant, each with its own order and win probability.
Quotas & Forecasting
Rep and team quotas set against a weighted pipeline forecast, using per-stage win probabilities and fixed commit and best-case bands.
Activities & Meetings
Calls, meetings, notes, and reminders logged against the contact and the deal they belong to.
Teams
Sales teams and reporting hierarchy that drive pipeline visibility and quota rollups.
Bulk Upload
Import of contacts and companies in bulk, so a migration or a list purchase does not become weeks of manual entry.
Reports & Dashboard
Pipeline, activity, and quota reporting built from the same records reps update, not a separate analytics copy.
Chatbot Integration
An inbound channel that creates and updates CRM records from conversations rather than leaving them in a transcript.
Documents
Proposals and contracts attached to the deal and the account they relate to.
What changes
What CRM is actually for
Contacts, companies, and deals in one workspace with a weighted forecast built from the live pipeline — stages and probabilities you configure, not us.
- Get a forecast that moves when the pipeline moves, not at month end
- Set the stages your team actually sells through, not ours
- Roll quota up the team hierarchy without maintaining a spreadsheet
- Open an account already knowing who the company is
- Keep lost deals so win rate and cycle length mean something
Straight answers
CRM questions
Including the ones where the answer is no.
Learn how it works: What Is a Weighted Pipeline Forecast in CRM?
Customer story: How Tekniks Fitness quotes, invoices and sells with Suntel360
Can we use our own sales stages?
Yes. Stage names, order, colour, and win probability are configured per tenant. A default pipeline is seeded on day one so nobody starts from an empty screen, and it is meant to be replaced.
How is the forecast calculated?
Each open deal is weighted by the win probability of the stage it sits in, and summed for the period. Because the weighting comes off the live pipeline, the forecast moves when the pipeline does.
Can we change what counts as commit or best case?
Not currently. Those two bands sit at fixed probability thresholds. It is the one part of forecasting that is not configurable, and it is a real limitation rather than a design we are describing as a feature.
What does company research actually do?
On request. When a rep asks for it, research reads the company's own website and fills in firmographic detail on the record. It is research automation, not a third-party data purchase, and it runs only once your organisation's AI policy is set up.
Can a rep see other reps' accounts?
Only if their role allows it. Visibility is enforced by role-based rules resolved against the team structure, and quota rollups follow the same hierarchy. Roles are resolved on every request, so a change to someone's role or team takes effect immediately rather than at their next sign-in.
Can we import our existing contacts?
Yes, through bulk upload for contacts and companies, so a migration is an import rather than a data-entry project. Leads from the website chatbot also arrive on their own, as a contact and a deal in the Lead stage, and an existing contact is reused rather than duplicated.
See CRM on your own scenario
Bring your pipeline, a deal review, or a quota conversation — and we will show you how the system handles it.