Products
Core ERP modules built to stay in sync with your CRM and accounting.
Prospecting that turns your ICP into actionable lists
Define ICPs, build ranked account lists, and push context into enrichment and outreach — from the UI or the SDK.
Customer support that reads emails and inquiries and auto-responds with context
Turn inbound support communication into a governed workflow with policy-based auto responses and context-aware replies.
Project management with governed phases, ownership, and delivery milestones
Coordinate complex delivery with governed project records, ownership, and milestones aligned to operational data.
Governed documents proposals and booking pages from one layer
Unify proposals customer documents and scheduling with governed templates and traceable history.
Self-serve booking pages and smoother scheduling for revenue teams
Turn appointment scheduling into a governed workflow from link to confirmed meeting.
Custom Agent for policy-aligned workflows built around your business
Create an agent tailored to your process and data model while keeping governance and traceability.
Payment collection workflows for advance payment reminders and dunning
Standardize payment collection from prepayment to dunning and reconciliation to improve cashflow predictability.
Accounts payable that enforces approvals and keeps spend visible
Control AP with approval rules vendor-level guardrails and audit-ready payment workflows.
Accounts receivable that stays accurate from invoice to cash
Make AR predictable with synced invoice status aging views and governed collection workflows.
Activity tracking that lets reps log sales work instantly from the keyboard
Turn sales activity logging into a fast keyboard-first workflow so reps update CRM without breaking momentum.
Billing that stays consistent across one-time and recurring revenue
Unify invoice and subscription billing in one governed workflow layer synced to CRM and accounting.
COGS and margin management with line-level profitability visibility
Run governed COGS and gross margin workflows so finance and operations make decisions from the same numbers.
Contracts that help teams review NDAs send eSignatures and resolve objections faster
Move contracts from scattered attachments to a governed review signature and objection-handling workflow that shortens time to close.
Daily activity and pipeline summaries that keep revenue teams aligned
Turn daily activity and pipeline changes into one action-ready summary for sales managers reps and RevOps.
Enrichment and research that keeps CRM company data current
Keep company records trusted with continuous enrichment cleansing and researched updates tied back to CRM workflows.
Incentives that stay accurate from deal close to payout
Automate sales incentive calculation with approvals reversals and payout batches from governed CRM and billing events.
Inventory that stays accurate across purchasing warehouses and billing
Inventory you can trust: transactions availability states and valuation traceability across teams.
Item master and BOM that keeps SKUs pricing and inventory consistent
A governed item master with BOM support to keep quoting purchasing and inventory consistent.
Messaging that connects email AI drafts and CRM context in one workspace
Turn outbound and inbound messaging into a CRM-aware workflow with AI drafting context and automatic activity capture.
Meter-based billing that stays reconcilable from usage to invoice
Govern usage-based billing with versioned pricing validated usage and an audit trail from meters to invoices.
OMS and shipping that stays aligned with inventory and billing
Order-to-shipment visibility with allocations partials tracking and clean billing handoffs.
Phone calling that lets reps dial and handle conversations directly from the keyboard
Bring carrier-connected calling into a keyboard-first workspace so reps can place answer and log calls without breaking flow.
Portal for order and billing management
Enable self-serve order updates with portal access controls and billing transparency across teams.
Purchase orders with approvals receiving alignment and 3-way match foundations
Standardize purchasing with approval rules receiving status and traceability from PO to bill.
Quotes and proposals that turn into clean orders and invoices
Govern quoting with approvals version history and clean conversion to orders and invoices.
Recording and call capture that turns meetings into transcripts and automated follow-up
Turn calls and meetings into searchable transcripts structured notes and automated next-step workflows.
Sales Agent for data quality dedupe and governed routing
AI-assisted CRM hygiene and routing with governed approvals and traceable changes.
Sanka Agent for cross-module answers and governed next steps
AI-assisted triage across modules with governed execution and traceable history.
Scoring and routing that prioritizes the right accounts and handoffs
Prioritize the right work with governed scoring routing and accountable follow-up across the revenue team.
Warehouse workflows for receiving picking and shipping with traceability
Warehouse execution with measurable states exception handling and real-time order visibility.