Axion Sales tracks leads, opportunities, quotes and orders through pipelines and stages you define yourself, in English and Arabic. Automations, lead scoring and a weighted forecast run on the same records, and an accepted quote converts straight into a sales order.
A lead's source (website, referral, social media and more) and status (new, contacted, qualified, proposal sent, negotiation, won, lost or nurturing) are tracked from first contact. Convert a lead into a contact and an opportunity in one action, and rescore it as things change.
Embed a web form on your own site and every genuine submission becomes a lead, or post leads from your website's backend with an API key scoped to leads. Each form has its own unguessable key you can rotate, and submissions are rate limited.
Rules you define add up points into a total, which buckets the lead into a grade from A to D, and a lead auto-qualifies once it reaches 80.
Match rules find duplicate leads, contacts and accounts by exact or fuzzy matching. Merging one record into the survivor carries over its child records and account links before the loser is deactivated.
Assignment rules and sales territories route new leads and opportunities to the right rep automatically, independent of the automation engine below.
Build your own pipeline with your own stages. Each stage carries a name, a sort order and a win probability from 0 to 100.
Every open opportunity is weighted by its stage probability, then rolled up into three forecast categories, commit, best case and pipeline, each measured against the matching rep's quota.
Targets are set by user and period, commission plans carry their own rules, and commission statements are approved and then marked paid.
Six analytics reports (sales funnel, win and loss, forecast, lead conversion, activity performance and pipeline ageing) plus breakdowns by lead source, stage and activity type.
Contacts, leads, opportunities and activities export to PDF or Excel.
Parent and child account hierarchies roll up automatically, and a contact can be linked to an account with a role.
Full contact records with bulk edit across many contacts at once.
Customer records shared with quotes and orders, with create, edit and full detail views.
One calendar merges your activities and dedicated meetings, with meetings created, rescheduled and cancelled.
Log a call or email as an activity, and create, edit, complete or delete a task, in one unified view.
Create a quote, send it, and track it through accepted, rejected or expired. Revise it into a new version whenever the deal changes.
An accepted quote converts straight into a sales order in one step, with nothing re-entered.
Move an order through confirm, credit hold release, fulfil in part or in full, close or cancel.
Build a campaign from a criteria-based segment, add members individually or pull them in bulk from the segment, and see ROI as net revenue against budget.
Reusable templates, shared by manual sends and email campaigns alike.
Send a campaign to your list and see who opened and clicked, with open and click rates against delivered emails. Every recipient is checked against an unsubscribe and bounce suppression list before the send goes out.
Automations run on their own once a trigger fires, with conditions that match field values before any action runs.
Each automation matches one of these triggers, tests its conditions against the event's field values, then runs any combination of these actions, in order.
A failure in one automation is caught and logged without blocking the others.
Rules you define award points for matching criteria, and the total decides the grade.
SalesFinance
A sales order becomes a Finance invoice automatically, through a handoff that retries if Finance is briefly unavailable: the invoice is delayed, never lost, and never created twice.
SalesCommerce
An accepted quote converts straight into a sales order, in one step.
SalesDashboard
Your pipeline figures show up on the cross-box Dashboard, rolled up by branch or for the whole group.
DashboardSales
Ask Axion, the built-in assistant, answers plain questions from your live Sales data: leads, pipeline and today's activities.
SalesPlatform
Order created and order confirmed events can notify Slack or Microsoft Teams and fire signed webhooks.
Yes. Build a campaign from a criteria-based segment, add members individually or in bulk, and send with a reusable template. Every recipient is checked against an unsubscribe and bounce suppression list before the message goes out, opens and clicks are tracked per campaign, and campaign ROI is worked out from attributed revenue against budget.
Yes, two ways. Embed an Axion web form on your site, and each submission becomes a lead; every form has its own key you can rotate if it leaks, and submissions are rate limited. Or have your website's backend create leads with an API key scoped to leads. Either way the enquiry lands in your pipeline with its source, ready to score, assign and follow up.
No default stages ship. Every pipeline and its stages are yours to define, and each stage carries its own win probability from 0 to 100, which feeds the weighted forecast.
An accepted quote converts straight into a sales order in one step, with nothing re-entered. From there the order can be confirmed, released from a credit hold, fulfilled in part or in full, and closed.
Yes. Commission plans and their rules are set up per plan, and commission statements are approved and then marked paid, alongside sales targets set by user and period.
Apply for a 90-day pilot, or book a 30-minute demo and we will walk you through the boxes that fit your business, with your own numbers.
A Novamind product, built for the GCC.
