CRM for sales teams
In a CRM for sales teams, every conversation,
every quote on the card.
A CRM (customer relationship management) for sales teams is a tool that gathers a salesperson's customer conversations, quotes and follow-ups on one customer card. In Corex360, WhatsApp, Instagram, email and calls link to the same card; the price question becomes an opportunity, the opportunity a quote, the quote a contract, on the same card. If no reply comes, X AI reminds; you look after the sale.
Short answer
A price question becomes an opportunity, then a quote, then a contract on the same customer card; the conversation does not stay on a salesperson's phone.
A salesperson's day · illustrative
From the morning inbox to the evening close.
This salesperson's day is a scenario; the times and records are examples. The flow follows how Corex360 works for sales: the channel lands on the card, the card turns into a quote, the assistant follows up, the salesperson sells. The day starts with overnight messages; the price question becomes an opportunity and a quote, the customer card goes with you on the visit, the unanswered quote is flagged, and the day closes with a list.
Inbox
Overnight messages, in one inbox.
The one asking a price on WhatsApp and the one requesting a catalogue on Instagram are in the same list. The email from the one waiting for a quote has been read by X AI and filed on their card. Each is tied to its own customer card, with its history on the card. You do not dig through your phone.
Opportunity
The price question becomes an opportunity.
The customer wrote what they want; you opened the opportunity from the card. Product, quantity and expected date are on the card; the earlier conversation and any old contract sit right below. At month end you do not search Excel for how many opportunities there were; the list is already in Corex360.
Quote
The quote draft is ready, approval one step away.
The quote opened in the Quotes tab of the customer card; the earlier conversation and the price question sat on the same card. No Word file, no version confusion, no 'which one was the latest'.
Visit
The customer card goes with you.
During the visit the customer asked about last month's conversation; you looked at the card in the app and answered. You entered the meeting note and the photo right there; you did not go back to the office to write a report. The visit took its place on the card's timeline.
Follow-up
The assistant reminds you of the quote without a reply.
The quote sent last week got no reply; X AI put it at the top of your list today, and a polite reminder went out on WhatsApp with your approval. When the reply came, the conversation landed on the same card. No quote disappears because it was forgotten.
Close
The day closes with a list, not with memory.
Today's new opportunity, the quote that went out, the contract that closed and the follow-up left for tomorrow, on one screen. Your manager will see the same list in the morning briefing; you will write a report to nobody. You leave the phone on the desk and go.
Why it is possible
Every channel on one card.
Sales gets scattered by channel: WhatsApp on the salesperson's phone, Instagram in another app, the quote in Word, the contract in a folder, the call at the switchboard. In Corex360 messages, calls and email link to the same customer card, so the last contact date is clear; every conversation has an owner, and X AI reminds about follow-up. The salesperson follows the customer, not the channel.
Rule
How does sales follow-up run on a rule?
Corex360's assistant X AI follows rule-bound work; when a rule breaks it opens a task and assigns an owner. When the salesperson changes, the quote follow-up rule and the contract dates stay in place. For example, if a quote is sent and no reply comes, a reminder and a task open; if the owner has not replied to an incoming message, the conversation stays on their list.
- What happenedQuote sent
- What is missingNo reply
- Follow-upReminder + task
- What happenedMessage received
- What is missingOwner has not replied
- Follow-upOn the owner's list
We thought in your place
If we were the salesperson, what would we want?
The list holds sentences you know from your own phone; opposite each is what Corex360 does today. Seeing the customer in one place whichever channel they write from, being reminded of the unanswered quote, having the history at hand on a visit, writing no report in the evening, and not losing a departing colleague's customers are among them.
- I would want
See the customer in one place whichever channel they write from.
Corex360 WhatsApp, Instagram, and web chat share one inbox in the Messaging window; messages, calls, and email link to the same customer card.
- I would want
Prepare and send the quote in minutes.
Corex360 The quote sits in the Quotes tab of the customer card.
- I would want
Someone should tell me which quote got no reply.
Corex360 The quote follow-up rule puts the unanswered quote at the top of your list; the reminder goes with your approval.
- I would want
Hold the customer's history in my hand during the visit.
Corex360 The card, the timeline and the contract sit on one record; before the visit, the customer's history is on one screen.
- I would want
No report writing in the evening.
Corex360 The day gathers itself from the cards; your manager sees it in the morning briefing.
- I would want
When a colleague leaves, their customers should not disappear.
Corex360 Conversation, quote and contract stay on the card; whoever takes over continues from there. The story stays with the company, not the person.
Try it with your own customer.
We build the demo with your WhatsApp number, your customer card and your quote. In the call you watch a price question turn into an opportunity and the opportunity into a quote on the same card, and an unanswered quote being flagged, using an example from your own customers. You can reach us through the demo form, WhatsApp or phone; if you have a question, write to us directly.
Corex360 modules
Which modules work on the salesperson's desk?
The modules on the salesperson's desk are parts of the same core; each card shows the hour of the day it steps in. Messaging gathers WhatsApp, Instagram and web chats in one inbox, and Email and PBX bring company email and call history to the card. The CRM (customer relationship management) holds the customer, opportunity, quote and contract; X AI reminds and assigns, and Corex Drive ties quotes and signed contracts to the record.
Messaging
WhatsApp, Instagram and web chats in one inbox.
Email and PBX
Corporate email and call history on the card.
CRM
Customer, contact, opportunity, quote, contract.
X AI
Quote drafts, reminders, assignment.
Corex Drive
Quotes and signed contracts tied to the record.
Mobile app
Card, notes and photos from the field.
Intelligence core
Recognises the same person, brings the unanswered forward.
Corex360 Security
Who saw what, on record.
FAQ
What sales teams ask.
The questions a sales team researches when looking for a CRM, and Corex360's answers.
01Does our WhatsApp number connect to the CRM?
Yes, your WhatsApp line connects to Corex360 as a channel; how it is connected is settled at setup, based on how your number is used today. Incoming conversations land on the customer card, are assigned an owner, and stay on record.
03Where is a quote prepared in Corex360?
In Corex360 a quote sits in the Quotes tab of the customer card. What belongs in a quote is covered in a quote flow that holds.
05What happens to customer data when a salesperson leaves?
In Corex360 the conversation, opportunity, quote and contract sit on the customer card, that is with the company, not on the salesperson's phone. When the rep assigned to the card changes, whoever takes over sees recent opportunities and activities on the Overview. Access is role-based and logged. What the successor should find on the card is explained in how to track customers; how the customer card is used over a working day is explained on its own page.
07Are PBX calls recorded on the customer card?
Yes. With Corex360 PBX, calls are made from the browser and the history of incoming and outgoing calls sits on the customer card of the calling number.
02Do Instagram messages land in the CRM too?
Yes. The Corex360 Messaging window gathers WhatsApp, Instagram, and web chat in one inbox. A conversation can be turned into an opportunity and carries its number as a badge; messages, calls, and email link to the same person's card.
04Who follows up a quote that gets no reply?
In Corex360 quote follow-up is a rule: if a quote is sent and no reply comes, X AI puts it on the salesperson's list and proposes a reminder. The salesperson approves and the reminder goes; the reply lands on the same card. The questions to ask when choosing a tool are in criteria for quote follow-up; following a quote from sending to reply is explained on its own page.
06Can I see the customer card from my phone in the field?
Yes. In the Corex360 iOS and Android app the customer card, the timeline, the quote and the contract go with you. Visit notes and photos are entered in the app and written on the card; no report to write in the evening. The showroom flow from visit to quote and fitting is on the showroom sales page.
08How does the manager see the team's sales?
In Corex360 the manager sees new opportunities, quotes sent, those left unanswered and contracts about to end in the morning briefing. No report is asked of the salesperson; the list gathered from the cards comes to the manager.
Read more on this
- a quote flow that holds
- criteria for quote follow-up
- how to track customers
- What is CRM? What an SME sales team expects from it
- Is the account card the same as the customer card
- How to track sales: from opportunity to quote, and from quote to contract
- CRM data migration: exporting, mapping fields, and running both systems for a while
- Corex360 modules: what each module does
- Who builds Corex360
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Which desk is yours?
Corex360 solution pages come in two groups. Pages by role follow a working day of the manager, the sales team, the field team, accounting and HR, customer service, the project manager and the architecture practice. Pages by need take one job each: customer tracking, quote tracking, leave tracking, unifying channels, handing follow-up to the assistant, measuring the team, or the hosting decision. All of them run on the same Corex360 core.
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