Platform / Sales · Core · in development
A sales pipeline that tells you what to do next.
Sales gives small teams a simple way to track opportunities from first contact to signed work, without the weight of an enterprise CRM.
The problem
Why this matters
Owners and small teams rarely lose deals because of a bad pitch. They lose them because a promising conversation slipped through the cracks during a busy week.
Sales keeps every opportunity in one place, shows where it stands, and puts the next action in front of you rather than burying it in a report.
What it covers
What Sales does
- One list of opportunities
- Leads from your site, referrals and outreach in a single view.
- Clear stages
- Simple stages that match how you actually sell.
- Next actions
- Each opportunity carries a concrete next step and a date.
- Research support
- Agent-assisted notes help you prepare before a call.
How it fits
Part of one platform
Sales sits between your website and your quotes. Enquiries from Sites can become opportunities, and an opportunity can turn into a quote in Quoter when the time is right.
Sales is part of CAI Core and is still in development. It is used inside our ventures and custom builds today, and opens to beta members as it matures. We don't sell it as a standalone product yet.
Other capabilities
Sites
A business website you can launch now, built on the same foundation as the rest of the platform.
LiveQuoter
Build clear quotes and proposals, then keep track of what happens after you hit send.
Core · in developmentAgents
AI assistance for specific, repeatable business tasks, with a person staying in charge.
Core · in developmentBookings
Let customers book time with you, and collect what you need to know before they arrive.
Core · in developmentPayments
Connect the work you do with getting paid for it.
Core · in developmentRecords
Keep customers, projects and their history together in one place.
Core · in developmentOrders
Move each request from 'yes' to delivered with fewer dropped steps.
Core · in developmentFollow-ups
Make sure the next customer touchpoint actually happens.
Core · in developmentComing soon
Sales is coming soon.
Sales isn't publicly available yet. Join the CAI Core beta to get access as it opens, or tell us about your workflow and we can build it into a custom project today.