Close more deals and keep customers longer.
Manage the full customer journey — from lead through sale to service — tied to orders and receivables.
Leads lost between channels, scattered interaction history, sales teams lacking data to close and care — revenue is hard to forecast and customers churn.
Leads handed over from Marketing, sales and service all write into the same customer record, and that record runs straight through to orders and receivables. Whoever calls the customer this morning can see how last month's order shipped, whether the payment landed, and who is holding the open service ticket.
Each capability resolves an operating constraint.
Never miss an opportunity
How: Capture, score and assign leads automatically.
Reliable sales forecast
How: Opportunity pipeline, forecast and deal management.
Serve customers better
How: Service tickets, SLA and customer portal.
Receive leads from Marketing
How: Campaign leads land in the right funnel, keeping their original source and campaign.
Understand customers 360°
How: Purchase history, interactions and receivables in one profile.
Quote to order seamlessly
How: Quotes and orders linked to inventory & finance.
Accounts & opportunities
360° customer record
How: Contacts, contracts, orders, receivables and support history on one screen.
Staged pipeline
How: Stages with explicit exit criteria, probability and expected value per deal.
Quotes and approvals
How: Price lists, discount authority, and conversion straight into an order.
Everyday selling
Activities and calendar
How: Calls, visits and email attached to the deal — not scattered across inboxes.
Sales forecasting
How: By stage and by each rep's own commit, side by side.
Contracts and renewals
How: Contract end dates, acceptance milestones and renewal reminders before expiry.
Service & retention
Support requests and SLA
How: Tickets with priority, response deadline and a named owner.
Warranty and returns
How: Linked to lot, serial and the original invoice — no cross-referencing.
Account health
How: Purchase frequency, overdue balance and complaints rolled into one signal.
Up and running in 3 steps.
Assess & configure
Apus reviews your processes and configures the module to your exact operations.
Migrate & integrate
Move data from legacy systems and connect with other modules on one data layer.
Train & go live
Train your team, go live, and get ongoing support at the SLA tier you choose.
The full cycle: Lead → Care & collect.
- Stage & probability
- Expected value · close period
- Owner & last touch
An opportunity is not a name in a spreadsheet: it carries a stage, a close period and a contact history, so the forecast adds up real things rather than the sales team's feeling.
Let AI point out which opportunity is going cold, before you lose it.
Forecast revenue and win probability per opportunity.
Analyze customer behavior to engage at the right time.
Cross/up-sell suggestions to grow deal value.
Without an agent the work does not disappear — it moves onto a person.
It only starts when somebody remembers it and finds the time to sit down with it.
The business event starts it, not somebody's memory.
When an opportunity changes stage
To learn where things stand you ask a colleague to check, then to export a report.
Ask in your own words; the answer comes off the numbers already in the system.
“Which deals deserve the push this week?”
Your strongest people spend the day on the same reconciliation as last week.
The repetitive half runs inside the permissions you granted; the decisions still stop with you.
for you to review
Agents in this module
They sit on the very data layer above — and run inside the caller’s permissions.
Data flows straight to the other modules — no re-entry.
Every transaction flows straight to connected modules on one data layer — no re-entry, no silos.
Frequently asked questions.
Does it manage the full sales funnel?+
Yes. From leads, opportunities and quotes to orders and after-sales care in one place.
Is there a customer portal and service management?+
Customers raise their own tickets on a dedicated portal and the service team works them to SLA — on the same record the sales team is looking at.
Is CRM tied to inventory and finance?+
When a rep sends a quote, available stock and the customer's credit limit are already on the screen, because all three modules stand on one data layer.
Does it integrate a POS?+
Point-of-sale data from the POS reaches CRM, inventory and finance in the same posting.
Terms used in this module
Full glossarySee this module run on your own data.
Book a demo configured to your exact operations and scale.