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One platform for the entire B2B sales cycle.
Contacts, pipeline, quotations, orders and B2B e-commerce work together in CloudOffix, from first contact to delivery, so reps decide with full context and AI prepares the work in between.
Everything you need to boost B2B sales
Run the CloudOffix applications that fit your sales cycle and connect the systems you want to keep.
Contact management
Organize contacts, segment them by industry or location and track every interaction with detailed, real-time profiles.
Explore360-degree customer view
Past interactions, purchase history and preferences in one place, so reps can anticipate needs and build lasting relationships.
CRM
Visualize your pipeline, prioritize leads and track every interaction. Forecasting tools help predict revenue and keep the team on target.
ExploreQuotations
Send professional, branded quotes in minutes, track their status in real time and get approvals faster with integrated e-signatures.
ExploreOrder processing
Track every step from order creation and approval to inventory and delivery, with real-time updates and automated processes.
ExploreE-commerce integration
Custom catalogs, tiered pricing and bulk ordering for B2B buyers, integrated with your CRM and inventory.
ExploreWhy choose CloudOffix for B2B sales
Unified sales process
Reduce handoff gaps by connecting CRM, e-commerce and quotation steps in one journey.
AI that prepares, people who decide
Configure AI assistants and agents to help prioritize leads, prepare forecasts and personalize outreach, with approvals and customer commitments staying with your team.
Faster conversions
Shorten the sales cycle with streamlined approvals and digital signatures.
Adaptable to your process
Build the steps and applications your B2B process needs with CloudOffix Agentic App Builder, reusing existing records, permissions and approvals.
Hand off smoothly to project delivery
Once the deal is won, assign tasks, track progress and manage deadlines in the same platform, so delivery starts where sales left off.
How people and AI can share a B2B sale
Steps, owners and agent permissions are agreed with your team.
- 01
Qualify demand
A configured AI agent gathers account context and suggests priority leads.
AI agent - 02
Shape the offer
The rep decides on scope and pricing and sends a branded quote with e-signature.
PeopleCloudOffix app - 03
Process the order
Approved quotes become orders, with inventory and delivery steps tracked in real time.
CloudOffix appConnected system - 04
Hand off delivery
Project tasks are created from the won deal and the delivery team takes ownership.
CloudOffix appPeople
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Try it on your own business.
Start a free trial of CloudOffix, or book a demo to walk through your B2B sales process.