CORECORE AI ERP Products

Sales module

CRM

Lead, opportunity and customer relationship management for every sales team.

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CRM component

Lead capture

Lead capture gives CRM teams a controlled workspace for setup, execution, reporting and operational accountability.

  • Lead capture setup and configuration
  • Lead capture workflow, approvals and controls
  • Lead capture reporting, audit trail and exceptions
  • CORE AI guidance for lead capture decisions
CRM component

Pipeline forecasting

Pipeline forecasting gives CRM teams a controlled workspace for setup, execution, reporting and operational accountability.

  • Pipeline forecasting setup and configuration
  • Pipeline forecasting workflow, approvals and controls
  • Pipeline forecasting reporting, audit trail and exceptions
  • CORE AI guidance for pipeline forecasting decisions
CRM component

Customer 360

Customer 360 gives CRM teams a controlled workspace for setup, execution, reporting and operational accountability.

  • Customer 360 setup and configuration
  • Customer 360 workflow, approvals and controls
  • Customer 360 reporting, audit trail and exceptions
  • CORE AI guidance for customer 360 decisions
CRM component

AI next-best action

AI next-best action gives CRM teams a controlled workspace for setup, execution, reporting and operational accountability.

  • AI next-best action setup and configuration
  • AI next-best action workflow, approvals and controls
  • AI next-best action reporting, audit trail and exceptions
  • CORE AI guidance for ai next-best action decisions

This page is part of the standalone CORE AI Enterprise ERP product project. Upload the full folder to GoDaddy to preserve all links.

CRM operating workflow

Each module page now has deeper component structure so the ERP suite can grow into product requirements, demos and implementation plans.

Lead captureConfigure, operate, monitor and improve this area with CORE AI assistance.
Pipeline forecastingConfigure, operate, monitor and improve this area with CORE AI assistance.
Customer 360Configure, operate, monitor and improve this area with CORE AI assistance.
AI next-best actionConfigure, operate, monitor and improve this area with CORE AI assistance.

CORE AI controls

AI control

Ask the module

Ask plain-English questions about records, status, exceptions, approvals and next actions.

AI automation

Draft workflow

Generate suggested entries, tasks, messages, approvals and follow-up actions for review.

AI risk

Detect exceptions

Flag missing data, policy breaches, unusual movements, stuck work and operational risk.

Related Sales products

Sales

Quotations

Fast quote creation, approval and conversion into orders or contracts.

Sales

Subscriptions

Recurring revenue, renewals, billing schedules and customer lifecycle control.

Sales

Rental

Manage rentable assets, reservations, deposits, returns and utilisation.

Sales

Point of Sale

Retail and branch checkout connected to inventory, customers and finance.