Accounts & contacts
Hierarchies, duplicate prevention, enrichment, relationship mapping and complete interaction timeline.
Product · Commerce & Revenue
Infilabs CRM Cloud
Pipeline discipline with AI-assisted selling.
Accounts, contacts, opportunities and quotes with territory management, forecasting and an AI layer that drafts follow-ups and flags at-risk deals.
+23%
Improvement in win rate
4.2 hrs
Saved per rep weekly
360°
Customer view
Modules
What is inside the platform
Modules are licensed independently. Most clients start with two or three and expand as the first phase proves out.
Pipeline
Configurable stages with exit criteria, weighted forecasting, competitor tracking and deal-room collaboration.
Quotes & CPQ
Product catalogue, price books, discount approval workflows, e-signature and contract generation.
Marketing
Segmentation, campaign execution, landing pages, lead scoring and attribution reporting.
Service
Case management, SLA timers, knowledge base and customer portal with self-service.
AI assist
Next-best-action, email drafting, meeting summarisation, sentiment and churn-risk scoring.
Capabilities
Included as standard
- Territory & quota management
- Multi-currency, multi-language
- Email and calendar sync (Outlook, Gmail)
- Mobile CRM with offline access
- Custom objects & business rules
- Forecast rollups by hierarchy
- Partner & channel management
- Revenue and cohort analytics
- Open REST API and webhooks
- GDPR consent and preference management
Implementation
Getting Infilabs CRM Cloud live
A predictable path. Most single-entity deployments complete in four to eight weeks depending on integration count.
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Fit workshop
One day mapping your process against the platform. Output is a configuration blueprint and an honest gap list.
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Sandbox with your data
A working environment loaded with a slice of your real data so evaluation is concrete rather than hypothetical.
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Configuration
Workflows, roles, forms, templates and integrations configured to the blueprint — with gaps built as extensions where justified.
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Data migration
Profiling, cleansing, dry runs and reconciliation reports signed off before any production load.
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Training & go-live
Role-based training, UAT, cutover runbook and hypercare staffing through the first cycle.
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Support & evolve
SLA-backed support, quarterly reviews, release upgrades and a documented enhancement path.
Services behind this platform
Enterprise Software Development
Custom platforms, CRM, ERP, HRMS and workflow systems engineered for the way your business actually operates.
AI & Machine Learning
Production-grade generative AI, applied ML and autonomous agents — governed, evaluated and observable.
Microsoft Services
Azure, Microsoft 365, Power Platform, Dynamics 365, Fabric and Copilot — delivered by a Microsoft-first practice.
Product enquiry
See Infilabs CRM Cloud with your own data
We will load a representative slice of your data into a sandbox so you can evaluate against your real process. No generic demo tenant.