AI-Native CRM + ERP

One platform, every function, multi-currency, role-aware AI. A CRM half for the sales pipeline (Leads, Contacts, Sales Pipeline as Kanban) and an ERP half for everything that happens after the win (Projects, Quotes, Inventory, Production, Quality, Tenders, Finance). Live KPIs, alerts for low stock and expiring certifications, and an AI assistant scoped to each role.

Specifications

Features

• 01Kanban sales pipeline: New → Qualified → Technical Review → Quoting → Negotiation → Won/Lost
• 02Multi-currency leads (QAR, SAR, AED, EUR, GBP) with confidence percentage and expected close date
• 03Active projects by phase: Engineering, Submittal, Fabrication, Finishing
• 04Inventory with minimum-stock alerts and certifications register with expiring-soon warnings
• 05Tenders with total bid value, pending quote queue, won revenue, pipeline value
• 06Role-scoped AI assistant surfaces next-best-action per lead and emits navigate/filter actions

Architecture