Track leads and opportunities, auto-generate documents, seamlessly integrated with service.
RoundInfinity’s Sales module empowers teams to manage the complete sales lifecycle—from lead capture to opportunity closure—while staying tightly integrated with service, support, and back-office operations. Auto-generate quotes, proposals, or agreements as part of the workflow, and track customer conversations across all channels.
With lead scoring, reminders, sales automation, and 360° visibility into the customer’s journey, your sales team can prioritize high-intent leads, reduce manual work, and collaborate more efficiently to drive growth.
How it Works
Lead Capture & Tracking
Capture leads from forms, campaigns, WhatsApp, chat, or integrations and automatically assign them to sales reps.
Opportunity Management
Move leads through defined stages with a visual pipeline view and drag-and-drop progress tracking.
Auto-Generate Quotes & Proposals
Generate customized sales documents like quotes, proposals, or agreements from templates—auto-filled with CRM data.
Integrated Communication History
View past conversations, tickets, documents, and workflows tied to each lead for full sales context.
Follow-Up Reminders & Alerts
Automatically set reminders for calls, demos, emails, or document follow-ups to reduce lead leakage.
Sales Automation Workflows
Trigger actions like approval routing, quote sharing, or escalation based on lead stage or rep activity.
Pipeline Reports & Dashboards
Monitor deal progress, win/loss trends, team performance, and forecasts with live analytics.
Customer 360 Integration
Seamlessly integrate sales with service, support, and onboarding modules for connected customer experiences.
Activity Logs & Audit Trail
Track every sales action—emails sent, documents shared, meetings scheduled—for compliance and visibility.
Role-Based Access & Security
Define who can view, edit, approve, or convert leads and opportunities with secure permissions.