Mobbiz can provide Configurable CRM and Sales Workflows not only integrate with another CRM.
Leads, contacts, opportunities and activities remain connected to proposals, approvals and customer transactions.
Pricing exceptions, discounts, contracts and customer onboarding follow defined rules and approvals.
Sales orders can connect to fulfilment, customer claims, invoicing and payment tracking.
Optional AI agents can support classification, summaries and document handling while commercial approvals remain under human control.
The Mobbiz Sales & CRM module combines configurable customer data with operational governance across the revenue process. It can serve as the operating CRM for the agreed scope or integrate with existing CRM, ERP, accounting, communication and fulfilment systems.
Leads from different channels are not assigned or followed up consistently.
Sales activity is recorded incompletely, leaving management without a reliable account history.
Opportunity stages and probabilities do not reflect the real work required to close.
Quotations, discounts and commercial exceptions bypass defined approval rules.
Customer onboarding and compliance checks delay order creation.
Sales orders, fulfilment and invoicing are disconnected from the pipeline.
Customer complaints and claims are not linked to the relevant transaction.
Forecasts and commissions require manual consolidation.
| Process area | Configured processes | Operational purpose |
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Pipeline management
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Capture demand, coordinate follow-up and manage opportunities through approved commercial offers.
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Sales operations
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Control customer setup, exceptions, orders, agreements, forecasts and incentives.
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Fulfilment and customer success
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Connect the sale to delivery, service milestones and structured issue resolution.
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Accounts receivable
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Maintain visibility from delivered value to invoicing, outstanding balances and follow-up.
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| System type | Primary role | Relationship with Mobbiz |
|---|---|---|
| Traditional CRM | Contacts, accounts, opportunities and sales activities | Mobbiz can provide these capabilities directly or integrate with an existing CRM while adding configurable cross-functional workflows. |
| ERP or order system | Orders, invoices, inventory and financial transactions | Mobbiz can exchange approved customer, order, invoice or payment information where integrated. |
| Service or fulfilment system | Delivery, service execution or ticket handling | Mobbiz can coordinate milestones, evidence, complaints and exceptions across teams. |
| Mobbiz Sales & CRM | Customer data plus operational governance across revenue workflows | Connects pipeline, approvals, onboarding, orders, fulfilment, invoices, collections and audit history. |
Classifying incoming leads or customer requests
Extracting structured information from enquiries, proposals and customer documents
Summarizing account activity, meetings or opportunity history
Identifying missing information before a proposal, onboarding or order advances
Preparing first-pass follow-up actions, opportunity notes or exception summaries
AI agents operate inside configured workflows and permissions. Pricing, discounts, contractual commitments, credit decisions and final customer communications remain subject to the organization's defined approvals and human oversight.
Configurable lead, account, contact and opportunity records
Sales activities, follow-ups and responsibility tracking
Quotation, proposal, pricing and discount approvals
Customer onboarding and compliance workflows
Sales orders, contracts and renewal tracking
Forecasting, targets and commission-support records
Fulfilment, customer complaints and claims workflows
Invoice and collection visibility connected to customer activity
Dashboards, notifications, escalations and audit trails
Leads and opportunities are managed through personal spreadsheets or inboxes.
Sales follow-ups and account activity are not visible to the wider team.
Pricing, discounts or proposals require approval but the process is informal.
Customer onboarding delays orders or invoicing.
Sales and fulfilment teams work in disconnected systems.
Management cannot connect pipeline forecasts with actual orders and collections.
The business needs a configurable CRM that can also govern cross-functional processes.
Yes, either way. Mobbiz can be configured to manage leads, contacts, accounts, opportunities, activities, proposals and related customer processes for the agreed scope. It can also integrate with an existing CRM and other business systems when the client wants to keep them while improving approvals, execution and cross-functional workflows.
When a legacy ERP or CRM has no usable API, workflow software is usually connected through scheduled file exchange (such as CSV or XML exports and imports), a controlled connection to the system’s database, or middleware that already supports the older system. In Mobbiz, the integration method is chosen during implementation based on what the existing system allows, so sales approvals and handoffs can run in Mobbiz while data is synchronized on an agreed schedule. The Platform page covers integration options in more detail.
The module covers lead and contact management, opportunities, activities, proposals, customer onboarding, pricing approvals, sales orders, agreements, forecasts, performance, fulfilment, complaints, invoicing and collections.
Configured rules can route discounts or commercial exceptions to the required approvers based on amount, margin, product, customer, region or another agreed condition.
Yes. Accepted proposals can trigger sales orders, fulfilment activities, milestone confirmation, customer invoicing and collection tracking, subject to the configured scope and integrations.
AI can classify, extract and summarize information or prepare draft follow-up actions. Commercial approvals and customer commitments remain within configured rules and human oversight.
Yes. Complaints and claims can be connected to the relevant customer, order, delivery or service milestone so evidence, ownership and resolution remain traceable.
Authorized users can adjust configured fields, stages, approval routes, notifications and rules within their permissions. Integrations and major redesigns are handled with the implementation team.
It means that leads, proposals, pricing exceptions, customer onboarding, orders and downstream handoffs follow defined ownership, business rules and approval requirements. Mobbiz connects those controls with the customer record and keeps the actions and decisions traceable.
Bring one real lead-to-order or opportunity-to-collection process to a Mobbiz demonstration. We will map the commercial stages, approvals, handoffs and systems involved and show how they can be configured in one solution.
Email: info@mobbizsolutions.com
