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Keep every deal connected from first touch to delivery.
Sales Cloud is a ready-to-use CRM: leads, accounts, pipeline, quotes, orders and follow-up on one customer record. AI agents prepare account briefs and flag stalled deals; your people own the relationship and the decisions.
One customer truth. One revenue engine.
Many sales teams add AI to single tasks while the deal itself still depends on copying information between tools, repeated coordination and handoffs that lose what was promised.
Sales Cloud keeps leads, accounts, activities, quotes and orders on related records, so reps, managers and AI agents work from the same information from first touch to revenue.
- 01Capture leads from forms, email, chat and campaigns
- 02AI-assisted scoring and routing while intent is high
- 03A unified account timeline for every rep
- 04Rules and triggers that automate follow-ups and approvals
Built for the way your team sells
Keep every opportunity moving without adding admin work.
Kanban pipeline
See every opportunity, stage, owner, value and next activity at a glance, and move deals forward without switching screens. Leaders spot stalled deals and upcoming commitments instantly.
- Faster coaching
- Cleaner forecasts
- Fewer deals lost to inaction
Collaboration with full context
Conversations, decisions, files and customer history stay attached to the work they belong to. Tag teammates, assign actions and work in private or shared channels without losing the deal context.
Revenue analytics
Build real-time reports across pipeline, activities, campaigns, conversion and team performance. Slice results by owner, team, product, territory, source or stage, and give each role a focused dashboard.
- Reports
- Analysis
- Forecasts
- Dashboards
Calendar and map view
Coordinate meetings, follow-ups and recurring events right next to the opportunity. Visualize accounts and active deals by location so field teams can plan efficient routes and arrive fully briefed.
Calendar managementWebsite builder and tracking
Launch campaign pages and forms with a drag-and-drop editor, or code your own HTML and CSS. Visitor, page and SEO tracking connect every visit and conversion to the same customer record.
Website builder
A sales process your team will actually follow
Route every lead to the right owner
Assign leads automatically by territory, product, segment, source, workload or any rule you define. Reps respond faster, and managers always know who owns the next action.
Stay close to priority leads
Follow strategic leads and get timely updates when activity, status or ownership changes, even when a teammate manages them.
Convert qualified demand into pipeline
Turn qualified leads into opportunities in one step while keeping source, engagement history, notes and ownership.
Guide opportunities through every stage
Define stage-specific actions, required information, approvals and exit criteria for a consistent, measurable pipeline.
Grow the relationship after the win
Keep a complete account view after close and spot expansion, renewal and cross-sell opportunities from real customer activity.
Close the deal. Keep the process connected.
Bring products, inventory, payments, orders, invoicing and delivery into the same customer record.
Quotations
Build accurate, branded quotes from approved templates with products, terms, discounts and approval rules.
ExploreOrders
Convert an accepted quote into an order without re-entry, and trigger approvals and fulfillment from the same record.
ExploreInventory
Connect products, warehouses and stock movements to the sale so reps can check availability before committing.
ExploreInvoicing
Generate, send and track invoices from completed sales, with regional e-invoicing where available.
ExploreSecure online payments
Collect payments through providers such as Stripe, PayPal, PayU, Ingenico, Adyen and Authorize.net, subject to regional availability.
ExploreSubscriptions
Manage plans, renewals and customer access across the subscription lifecycle, with one shared view for sales and service.
ExploreFrom first signal to a delivered commitment
People own relationships, pricing and commitments; agents gather information and prepare the next step within the permissions you set.
- 01
Capture and route the signal
Leads from forms, email, chat and campaigns land on the account record and are routed by your territory, product, segment or workload rules.
CloudOffix app - 02
Prepare the account brief
Before outreach, an agent assembles the account timeline, open opportunities, past quotes and service history the rep is allowed to see, and suggests a next step.
AI agent - 03
Qualify and commit
The rep qualifies the need and agrees the approach. Stage rules ask for the required information and approvals before a quote goes out.
PeopleCloudOffix app - 04
Quote, approve and order
Quotes come from approved templates with discount and approval rules, and an accepted quote becomes an order without re-entry.
CloudOffix appPeople - 05
Follow up and deliver
Agents flag stalled deals and overdue follow-ups. Inventory, invoicing and subscriptions stay linked to the customer, so sales and service see what was promised and what was delivered.
AI agentCloudOffix appPeople
Adapt Sales Cloud to how you sell
Configure data, screens, processes and permissions around how your teams work. Build what your process still needs with CloudOffix Agentic App Builder, reusing existing records, permissions and approvals, and connect the systems you keep.
- CloudOffix Agentic App Builder for business-specific models and process steps
- Role-specific layouts and screens
- Custom fields that keep reporting and automation intact
- Purpose-built apps on the same governed platform
- Saved views, filters and role-specific perspectives
- Permissions by role, team, record, field and rule
- Territory management and forecasting
- Customer portal for self-service orders and documents
Dive deeper into Sales Cloud
Try it on your own business.
Try Sales Cloud free for 15 days, or book a demo and bring the part of your sales process you want to improve first, from lead response to quote-to-order.