One CRM for the pipeline, territories and deal intelligence.
Templated builders cut proposal turnaround by 50%.
Lead Pipeline
Sales Automation
Territories
yourbms.app
BizBMSSales desk
PipelineLeadsAccountsQuotes
Open deals745 at risk
Pipeline value₹86LAna updated the forecast
JobOwnerStatus
QuotationDistributor renewalBizNeeds you
Call summaryKey account visitBizDone
Churn alertNorthern regionAnaRunning
Sales desk · Illustrative
01
The problem
A B2B distributor had hundreds of client accounts and a growing sales team.
Its CRM tools were fragmented.
It needed one place for leads, the deal pipeline and sales performance by region.
02
The system
Leads are captured, qualified and tracked.
Deals move through a multi-stage pipeline, by drag and drop.
Territories and accounts are mapped to regional targets.
Quotations and proposals go through approval workflows.
Every email and WhatsApp exchange is logged against the client.
03
Where the agents work
How BizBMS runs a system like this today, not a record of this client’s setup: agents do the work below, and nothing is paid, sent or landed until a person approves.
Illustrative operating modelCRM & Sales Management System
Runs on its own
Leads are ranked by how likely they are to convert.
Biz assesses deal risk and suggests the next best action.
Sales calls are summarised, with follow-ups recommended.
Revenue is forecast from the pipeline’s health.
Customers at risk of churn are flagged.
A person approves
Quotations and proposals, through the approval workflow.
Ana
Biz assesses deal risk and suggests the next best action.