Opportunity Tracking
Follow every opportunity with its value, stage, owner, contacts and full activity history.
SortBoxs Sales
Track opportunities and close deals faster.
Give your sales team a single place to manage pipelines, forecast revenue and close deals with confidence.
- Pipeline and forecast in one view
- Quotes and proposals in a few clicks
- AI-guided deal insights
Revenue Forecast
This quarterForecast
₹54.2L+12%
86%
Quota attained
₹46.6L of ₹54.2L
Top performers
- AAnita Rao14 deals closed₹18.2L
- RRohan Mehta11 deals closed₹14.6L
- SSara Khan9 deals closed₹11.9L
AI insight
Northwind Logistics is 82% likely to close this week. Send the final quote today.
How it works
From first lead to booked revenue
Your team works one connected flow, so the number you forecast is the number that gets invoiced.
- 1
Lead
Capture and qualify leads from every source, then route each one to the right rep automatically.
- 2
Opportunity
Create opportunities with a value, products and a close date, and keep every stakeholder on the record.
- 3
Deal
Send quotes and proposals, get discounts approved and move deals through your sales stages.
- 4
Revenue
Closed deals roll straight into your forecast and hand over to finance for invoicing.
Deal views
Focus on the deals that matter this week
Switch between the views your team lives in, from open quotes to deals that need a push.
Open quotes
Quotes sent and waiting on the customer.
Total value ₹14.2L
Helix Motors
₹4.8L
Anita Rao
Quote v2 sent yesterday
Coral Hospitality
₹3.6L
Rohan Mehta
Viewed 4 times
Pioneer Edu
₹5.8L
Sara Khan
Awaiting PO number
Everything your sales team needs
From pipeline to forecast, in one workspace
Reps get a clear next step, managers get an honest forecast, and nobody maintains a spreadsheet.
Sales Pipeline
A visual board for every stage, with the value and count of deals in each at a glance.
Quotes & Proposals
Build quotes from your product list, apply approved discounts and send them from the deal.
Revenue Forecasting
Roll up weighted pipeline by rep, team and period, and compare it with quota as the quarter moves.
Team Performance
See quota attainment, activity and win rates by rep, so coaching starts from facts.
AI Deal Insights
Win-probability scores, next best actions and early risk warnings on every open deal.
AI deal insights
Know which deals will close, and which need help
SortBoxs AI reads the activity on every deal and tells your team where to spend the next hour.
- Scores each deal's chance of closing, with the reasons
- Suggests the next best action for every open opportunity
- Warns you when a forecasted deal starts to slip
- Highlights what your top reps do differently
82% likely to close
Northwind Logistics has a signed-off budget and an active champion. Send the final quote today.
Next best action
Helix Motors opened the quote 4 times. Book a call with their finance lead.
Forecast risk
₹4.1L of this month's forecast has had no activity for a week. Review with the owners.
Built for every industry
Trusted by businesses across all industries.
Part of one platform
Sales that works with the rest of your business
Leads come in, revenue goes out, and nobody re-enters a thing in between.
