Commerce Commerce · Tafkiro Module
Sales & CRM.
Leads, opportunities, sales pipeline, quotations, sales orders, delivery, customer 360.
Commerce module
Sales & CRM
What changes
Forecasts pipeline accuracy to within 8% of actual close, with deal-stage anomaly detection flagging at-risk opportunities 30 days before they slip.
17
Key features
4
AI capabilities
Features
What Sales & CRM covers.
17 capabilities across 5 functional areas — all on the same database, sharing one record for every transaction, customer, and vendor.
Lead & Pipeline
4 capabilities
Lead management
Capture leads from web forms, email, phone, and WhatsApp. Auto-assign by territory, product, or round-robin. Lead scoring from profile completeness and engagement activity.
Opportunity pipeline
Configurable stages with win probability, expected close date, and deal value. Stale deal alerts and pipeline health view by rep and manager. Weighted and commit-view forecast.
Contact & account management
Complete relationship hierarchy: contact → account → parent account. All interactions, documents, and transactions linked to the same record — no context lost between calls.
Activity tracking
Calls, emails, meetings, and tasks logged automatically where possible. Follow-up scheduling with reminders; no deal falls through inactivity.
Quotation & Order
4 capabilities
Quote builder
Product catalog with pricing rules, volume discount tables, and customer-specific pricing. Branded PDF quotes generated and sent directly from the system without export.
Approval workflows
Discount and term exception approvals route automatically by deal size and exception type. Escalation fires if approver is non-responsive within the configured SLA window.
Sales orders
Convert approved quotes to confirmed sales orders in one click. Order acknowledgement to customer triggers automatically; inventory reservation releases on order confirmation.
Delivery & fulfillment
Delivery schedule from sales order with picking list to warehouse. Partial deliveries tracked; balance quantities visible to both sales team and warehouse in real time.
Revenue & Forecasting
2 capabilities
Commission management
Commission rules by rep, product category, and deal size. Accruals calculate automatically from confirmed orders; payout triggers on collection date per policy.
Customer 360
Single view of every interaction, quote, order, invoice, payment, and service ticket for each customer — across all entities and countries they operate in.
Sales Intelligence
4 capabilities
Deal analytics
Win/loss analysis by rep, product, and competitor. Deal velocity and stage-conversion rates tracked across rolling quarters; coaching opportunities surface automatically.
Territory management
Geographic and product-based territory assignment with account and lead allocation rules. Territory performance dashboards with quota attainment by rep.
Campaign tracking
Link marketing campaigns to leads and opportunities. ROI per campaign tracked from first touch through closed deal — not just to lead creation.
Sales dashboards
Real-time rep, team, and manager dashboards with pipeline, quota attainment, activity KPIs, and revenue forecast against target.
Engagement & Success
3 capabilities
Omnichannel inbox
Email, WhatsApp, web chat, and social messages land in one shared inbox threaded to the contact and account. Reps reply from any channel without leaving the record; every message is logged to Customer 360 automatically.
Journey orchestration
Multi-step journeys triggered by stage change, inactivity, or behavior — nurture sequences, onboarding flows, renewal reminders. Branching logic and wait steps run automatically; reps are pulled in only when a human touch is needed.
Customer success & health scoring
Post-sale accounts scored on usage, support load, payment behavior, and engagement. At-risk accounts surface to the success team with a recommended play before renewal — churn signals caught early, not at the invoice.
Tafkiro AI
How AI works inside Sales & CRM.
Every AI capability runs continuously in the background. Outputs surface inside your normal workflow — approvals, queues, alerts — where your team already works. Nothing to open, nothing to trigger.
/ 01
Deal scoring
Scores each opportunity against historical close patterns, engagement signals, and pipeline velocity. High-risk deals surface for action — not in the post-mortem.
Example · Live output
Apex Engineering: 73% close probability · ↑12% vs last week · 4 meetings in 7 days
/ 02
Next-best-action
Recommends the next step for each deal based on stage, inactivity, and similarity to previously closed deals in the same segment. Prompts appear in the rep's view — not in a separate tool.
Example · Live output
Coastal deal stale 18 days → send revised proposal before Q3 close window
/ 03
Forecast accuracy
Adjusts pipeline forecasts in real time as deal stages, amounts, and close dates shift across the team. The forecast reflects today's data, not last Friday's export.
Example · Live output
Pipeline forecast ₹2.8Cr → actual close last quarter ₹2.67Cr (4.6% variance)
/ 04
Account health & churn scoring
Runs continuously across all transactions in this module.
Best fit
Where Sales & CRM matters most.
The module ships with industry-specific defaults, report layouts, and compliance configurations for each vertical — not a generic setup you adapt after go-live.
Same platform
Modules that integrate with Sales.
Every module shares one database. Data posted in Sales & CRM is immediately visible to these modules — no sync, no API bridge, no reconciliation.
Ready to see Tafkiro
in action?
Book a personalized demo with our enterprise team. We'll show you how Tafkiro works for your specific industry, your specific scale, and your specific operations.