Sales Team CRM

Shared representative CRM with pipeline, analytics, email/SMS outreach, sequences, reminders, sender profiles, and team controls.

Contacts0
Open Deals0
Forecast$0
Hot Leads0
Duplicates0
Reminders0
Outreach Queue0

Sales Analytics

Representative activity, demos, pickups, and won-deal results.

Representative Calls Pickup Demos Sales Won Timing

Visual Pipeline

Drag a deal to another stage to trigger a stage-change workflow event.

Deals CSV

Outreach Templates

Ten email templates and ten SMS templates for Sales Team CRM follow-up.

Send Queue

Queued outreach is throttled and logged to each contact timeline.

Choose a template and target, then preview who will be queued.

Campaign Groups

Status Business Channel Template Recipient Scheduled

Sequence Builder

Build timed email/SMS steps and enroll selected or filtered contacts.

Outreach Settings

Admin-only delivery settings for email, PBX/SMS gateway, limits, and live send lock.

Done-for-you setup available

You can charge to set up Zoho, Google Workspace, Microsoft 365, domain DNS, SPF/DKIM/DMARC, templates, and safe sending limits for users who do not want to configure email themselves.

@aibizshop.com demo mode: if a user is provided an @aibizshop.com sender, this CRM caps it at 10 emails per rolling 24 hours. That is for testing and verification only; real outreach should use the subscriber's own SMTP mailbox or domain.

Email SMTP

SMS Gateway

Limits

Connection Tests

Send one real test message after settings are saved.

Admin Unlock

Settings save/test actions require an admin token or CRM admin protection.

Test Email

Test SMS

Sender Profiles

Admin-approved project email identities for future campaign sender dropdowns.

Sender profile edits are available here. SMTP passwords and live-send controls stay in Outreach Settings.

Approved Senders

Sales users will later choose these profiles when assigning outreach to a project.

Representatives

Sales reps own leads, feed template signatures, and provide SMS gateway metadata.

Active Representatives

Default rep is automatically used for future unassigned imports.

Contacts, Leads, Customers, Partners

0 records

Contacts CSV
Business Type Contact Phone Email City, State Industry Score Representative Groups Google Status

Duplicate Detection

Email, phone, or business/city match groups.

Sales Task Queue

Open reminders from calls, texts, emails, meetings, and notes.

Import Batches

Recent imports into this CRM.