Senitix CRM features for every step of the sale

A lead is an inquiry that has not been qualified yet. Each one carries a source, a status and an owner, arrives by hand or from a CSV or Excel import, and keeps its notes, files and activities on its own timeline.

Qualifying a lead creates the contact and the account in one step, plus a deal when there is one to pursue, and the lead's history moves with it. An automation can hand each new lead to a named rep or spread leads across a team, and rule-based scoring profiles score leads, contacts and deals from the values in their fields.

• Assignment rules Coming soon

What CRM is and how it works

An account holds the company, contacts hold its people, and deals attach to both, so a rep who opens any one of the three can reach the other two. An account can sit under a parent account, which keeps a group of subsidiaries readable as one hierarchy.

Notes, files, activities and connected email run down one timeline, and each record keeps a history of its field changes. Saved filters, tags and custom fields keep a long list workable, and a smart list gathers every record that matches a set of rules, such as high-value customers, into one list that stays current.

A pipeline is the sequence of stages a deal moves through between first contact and a decision, and separate pipelines keep different sales processes apart, each with its own stages. The list and the Kanban board show the same deals: the board is a way of looking at them, not a second copy.

A deal carries an amount, a close date, a probability, a forecast category, an owner and its contacts with their roles, and its stage history and loss reasons stay on the record. A stage can flag a deal that has sat in it too long and show guidance text with up to five key fields, so the team sees what it agreed must be true before a deal moves on; the product does not enforce them.

Sales work is a run of small commitments: a call to return, a demo to hold, a follow-up promised for Friday. Each activity sits on the lead, contact or deal it belongs to, with a due date and a reminder, so the next step is visible to whoever opens the record.

Tasks, calls and meetings are built in, and an administrator can add the team's own activity types. A calendar view gathers everything scheduled, a public booking link lets a prospect pick the meeting time, and the CRM syncs with a rep's Google Calendar or Microsoft Calendar.

Much of a deal's history is written in email, and it usually sits in one person's inbox. Connecting a mailbox puts those threads on the contact, account or deal they belong to, next to the notes, files and activities already there.

Each user connects Gmail, Microsoft Outlook or any other mailbox over IMAP and SMTP, then sends, replies, forwards and drafts with attachments from inside the CRM. Each mailbox has its own settings for how far back to sync, which folders to include and who on the team can see the synced mail.

• Saved email templates Coming soon
• Conversations Coming soon

Pricing is where a conversation turns into a number the buyer can act on, so every rep prices from the same product catalog and price books. A workspace can also price in more than one currency, with automatic exchange-rate feeds.

A rep builds a quote from the catalog with line items, discounts and totals, sends it as a PDF made from the team's quote template and records whether the buyer accepted or rejected it. Every revision is kept as a numbered version, and a discounted quote can go through named approvers before it moves on. Quotes are priced line by line: product bundles and volume discount schedules are not part of them today.

An accepted quote still has to become records finance can work from. A contract, an order or an invoice is created from the quote or straight from the deal, and line items and totals carry over instead of being retyped.

Each record keeps its own status and history, an invoice records every payment received against it, and signatures are collected outside Senitix, with the signed file attached to the contract. Senitix does not replace an accounting system: payments are recorded rather than collected online, there is no QuickBooks or Xero connector, and invoice data exports as CSV or Excel files.

A file matters later, when someone other than its author needs it. Keeping a deal's paperwork inside the CRM puts it in one predictable place for the rep, the manager and whoever covers the account next.

Files attach to any record, and the Documents module adds folders and version history, so a revised spec sheet replaces the old one without losing it. The quote and contract PDFs Senitix generates sit in the same list as the files a team collected along the way.

Routine work follows a pattern: when something happens on a record, something else should happen next. A team writes that pattern as a rule in a visual builder, with no code, and a rule can start when a record is created or changed, a field or stage changes, a deal is won or lost, on a date, on a schedule or by hand.

Its steps create tasks, notify people, send email, update fields, change a stage or convert a lead, with conditions, waits and branches deciding what runs. A rule can be tested before it is published and rolled back to an earlier version, its run history shows every execution, and approval processes send the exceptions to named approvers. Senitix does not run automated email sequences or cadences.

• Macros Coming soon

No two organizations record a sale the same way. An administrator adds custom fields and arranges each module's record page with its own layout, picklists and record types.

When the thing a team tracks is not one of the standard records, such as a project, a warranty claim or a piece of installed equipment, a custom object holds it with its own fields, layout and optional stage path. Validation rules and custom buttons are not available to configure yet.

Reporting turns the records a team keeps into the numbers it manages by. A report starts from a template, such as pipeline by stage, deals won against lost, deals closing this month or overdue activities, and can be exported or delivered on a schedule without showing anyone a row they could not open.

Dashboards are assembled from saved reports. The forecast grid rolls open deals up by forecast category against each rep's quota, keeps a manager's adjustment separate and compares the forecast with actual results.

How to build a sales forecast you can trust

Preparing a decision and making it are separate jobs. Senitix AI does the first one, working only inside the records a user can already open: a daily digest lists open work, a copilot answers questions from CRM records, and email help drafts, rewrites and summarizes.

A suggestion names a next action on a lead, deal, contact or account, and a person accepts it or leaves it; nothing is sent or changed until the user confirms. Each user has a daily request allowance, and lead and deal scoring is a separate, rule-based feature, not part of Senitix AI.

How Senitix AI works

Sales teams rarely work in one system. The Gmail, Outlook or IMAP mailbox and the Google or Microsoft calendar a rep already uses connect natively, and other integrations run through connected apps that Senitix registers, so the one you need starts with a conversation with the Senitix team.

On every plan, records import and export as CSV or Excel files, with a preview before an import runs, and a full data export can be scheduled. Moving from another CRM works the same way: there is no one-click connector from Salesforce or HubSpot, and no Slack or Zapier connector today.

• Outgoing webhooks Coming soon

Read the CRM integration guide

Access is set by role, department and record ownership, and field permissions keep a value such as margin visible only to the roles that need it. Users can protect sign-in with an authenticator app or an SMS code, deleted records can be restored from a recycle bin, and data is encrypted in transit (TLS 1.2 or higher) and at rest.

A record can be shared by hand or restricted, an access explorer shows why a given person can see it, and an audit trail records who changed which setting and when. Single sign-on runs through Microsoft, Google or another OpenID Connect provider, set up with the Senitix team, and SAML is not offered. Permission sets, public groups, customer-managed encryption keys and field masking are not available yet.

• Record sharing rules Coming soon

How Senitix protects your data