Features · CRM Sales Automation
Lead-to-Order
Connect the complete lead-to-order lifecycle, from first contact and opportunity tracking to pricing, quoting, contracts, and confirmed customer orders.
Round Infinity's CRM Sales Automation connects every stage of the sales cycle without gaps or manual re-entry. Capture leads from any channel, qualify opportunities, track quota attainment, generate professional quotes, apply pricing and discount rules, secure approvals and contracts, and convert accepted quotes into confirmed orders.
Every sales application shares the same customer and product context. Price Lists and Discount Rules feed quote lines, approval workflows protect margin, Sales Contract Automation captures agreed terms, and confirmed orders hand cleanly into fulfilment and Finance Operations.
Leads, Contacts & Companies
Capture leads from web forms, chat, and Voice Bot campaigns. Automatically link contacts to companies, track lead source, assign owners, and qualify leads into opportunities, all with a complete relationship history in one record.
Opportunities & Pipeline Management
Track every deal through its pipeline stages with stakeholder mapping, expected close dates, deal value, and win probability. Voice Bot campaigns feed qualified prospects directly into the opportunity pipeline without manual entry.
Sales Quotas & Quota Periods
Set revenue targets by rep, team, or region across configurable quota periods. Track attainment as opportunities close and orders are confirmed, giving managers live visibility into performance against target.
Smart Quotes with Product & Service Lines
Generate professional quotes with separate product and service line items, each with its own quantity, unit price, discount, and tax category. Price Lists auto-populate list prices, and Discount Rules apply automatically based on customer type, volume, or coupon, so no manual calculation is needed.
One-Click Quote-to-Order Conversion
Convert an accepted quote into a confirmed order without re-entry. Customer details, products, services, prices, discounts, agreed dates, and source-line traceability carry forward automatically.
Contract and Approval Workflows
Route non-standard discounts, terms, and deal structures to the right approvers. Generate contracts from approved templates, manage redlines, and capture signatures before the order is released.
Price Lists & Tiered Pricing
Define multiple price lists: Retail, Wholesale, Partner, Promotional, each with their own per-product and per-service unit prices, minimum quantities, and validity dates. The right price list is applied automatically based on the customer or deal context.
Flexible Discount Rules
Configure discounts by percentage, fixed amount, or volume tier, scoped to specific products, service categories, customer types, or order totals. Set stackability, coupon codes, usage limits, and expiry dates so every deal gets the right discount without manual overrides.
Order Handoff & Quota Reporting
Track every confirmed order, hand it to fulfilment and Finance Operations with complete context, and roll closed-won value into quota attainment without separate spreadsheets or reports.