Sales Management
A full-funnel CRM from lead to close.
The pain points of B2B sales are specific: customer messages scattered across WhatsApp, WeChat, Email, and notebooks; visit notes handwritten; contract drafting slow with inconsistent formats; and when reps change, all the information is lost. Whether your team sells domestically or across borders, these problems are the same. The SiliMind Sales Management module aggregates every channel's messages onto one timeline, with AI generating notes and analysis automatically — so reps spend their time talking to customers instead of hunting for information in systems.
Unified Lead Pool
Every lead from every channel, managed in one place
Whether leads come from content-marketing forms, AI proactive acquisition, trade-show imports, website inquiries, or referrals — everything converges in the unified lead pool.
AI Intent Scoring
Every lead is scored automatically (0-100) — high intent marked green, medium yellow, low gray. Reps prioritize high scores and never miss a valuable inquiry.
Smart Assignment + Fallback Claiming
After a lead enters the pool, AI scores it (0-100) and attempts assignment; messages that can't be auto-assigned land in the "unassigned inbox" where admins claim, assign, or reassign in one click — with real-time notifications to the person.
Opportunity Management
See the whole pipeline at a glance; click in for the details
Kanban Board
Five stages (new inquiry → in follow-up → quoting → won → lost), advanced by drag and drop. Each card shows only what the decision needs: customer, value, days since last touch (>3 days amber, >7 days red); wins/losses auto-record time and loss reason, and AI reads and writes win probability directly. Click into the detail page for the conversation timeline plus an AI sidebar (auto-extracted core needs, budget range, suggested next step).
Opportunity Detail Page
Three areas:
- Opportunity info (stage, value, expected close date, competitors, product line items)
- Conversation timeline (all channel messages in order, each with a channel icon)
- AI sidebar (auto-extracted: core needs, budget range, decision-maker, competitor leanings, suggested next actions)
AI Auto-Progression
When a rep accepts an AI suggestion card, the system automatically creates a follow-up task or advances the opportunity stage — no manual steps.
Customer 360° Profile
Understand a customer in 5 minutes
Taking over a new customer doesn't mean digging through chats and emails — the 360° profile aggregates everything on one page.
"Sales Touchpoints" Tab
The timeline of every sales interaction since the lead converted — WhatsApp messages, WeChat conversations, emails, call logs, visit notes, and quotes in chronological order. Sentiment shifts are color-coded (positive green, negative red, neutral gray). This is the unified message center — all channels aggregate here; there's no separate "message center" page.
"Marketing Touchpoints" Tab
Content interactions before the lead converted: articles read, social media engagement, website form submissions, trade-show scans. The touchpoint that converted them is highlighted in blue.
"AI Insights" Tab
AI's composite analysis of all data: profile summary, needs analysis, risk flags, and suggested actions.
Opportunity Health Score
0-100, auto-calculated across contact frequency, sentiment trend, stage dwell time, inbound/outbound ratio, and value — embedded in the profile: green (70-100) healthy, yellow (40-69) needs attention, red (0-39) alert.
Visit Management
Upload a recording, get structured notes in 1 minute
AI Structured Notes
Upload the recording after a visit and AI generates 13 business fields: topics, summary, key points, customer feedback, next actions, attendees, time, location, type, duration, outcome, sentiment, and raw transcript. Reps proofread and save; it auto-links to the customer and opportunity.
Auto-Created Tasks
Once notes are confirmed, the system creates follow-up tasks from "next actions" (with due dates and linked opportunities) — no manual task creation after writing notes.
Visit Calendar
Month/week views show each day's visits (color blocks with customer names and type icons), with drag-and-drop rescheduling. Visit types cover on-site, online, phone, and trade shows.
Contracts & Quotes
AI auto-fills contract templates; quotes export to PDF in one click
AI Contract Generation
Click "Generate Contract" on the opportunity detail page and AI extracts customer info, product line items, price terms, and payment conditions from conversation records to fill the template. The contract enters approval: draft → pending approval → effective (two steps).
Quote Editor
A product selection panel on the left (reading the product list from the knowledge base, with AI auto-filling specs) and a live preview on the right (product/specs/qty/unit price/subtotal/discount/total). Currency conversion and one-click PDF export (with your logo and contact info). Quotes auto-link to the opportunity and appear on the conversation timeline.
Contract Status Management
Five statuses (draft / pending approval / effective / expired / terminated) in a table view at a glance.
🔐 Sensitive operations: approve first, execute second
Publishing content, creating contracts, deleting customers or opportunities, and exporting data — these 5 sensitive operations can require approval before execution. Multi-person sign-off: everything must approve; any single rejection stops it. Admins are bound by the same rules with no blanket exemption — the bigger the company, the more reassuring. Independent of the contract's own draft→pending→effective flow, it governs "who nods before anything happens."
Leads from marketing flow into the unified lead pool, with attribution continuously tracking the source content of every lead. The AI Suggestion Center's 8 signal types cover the full sales cycle. ChatBI lets reps query opportunity data in natural language. Visit notes and contract data accumulate in the customer 360° profile — zero information lost on handover.
From scattered information to full control
An AI-assisted full-funnel CRM, so reps focus on talking to customers.