Vanta-Pilot: CRM & Sales Co-Pilot

The CRM & Sales Co-Pilot enhances lead conversion and protects project profitability throughout the sales pipeline.

1. Features & Capabilities

When an inquiry arrives via email, phone, or website contact form:

Intent Extraction: Detects project scope (e.g., bespoke kitchen cabinetry, master bedroom walk-in closet, office fitout).
Urgency Scoring: Identifies delivery expectations and timeline constraints.
Action Generation: Proactively suggests the next sales step (e.g., "Schedule site survey & 3D CAD measurement").

When managing active sales deals:

Win Probability Calculation: Forecasts close likelihood ($0-100%$) based on stage progression, budget fit, and client transaction history.
Closing Strategy Recommendations: Generates tactical next actions (e.g. "Send updated 3D moodboard", "Schedule site survey").
Stage Velocity & Risk Flagging: Highlights stale opportunities and pricing risks.

Before sending a customer quotation:

Cost vs Price Analysis: Evaluates proposed item prices against moving stock valuation rates.
Threshold Check: Compares gross margin against the company target (minimum 25%).
Warning System: Highlights items priced with negative or substandard margins to prevent costly bidding errors.

💬 1-Click WhatsApp:
- Detects international phone numbers and launches direct client chats with dynamic company greetings.
📞 Quick Call Logger:
- Prompts for call outcomes, sets next action deadlines, and updates sales stages directly on the document timeline.
🤖 Ask Vanta-Pilot:
- Available on Lead, Opportunity, and Quotation toolbars to trigger real-time AI strategic evaluations.
📊 Visual Deal Pipeline (Kanban):
- Drag-and-drop opportunity cards across dynamic database-driven stages (New Inquiry ➔ Site Survey ➔ Design & Estimate ➔ Quote Sent ➔ Negotiation ➔ Closed Won).