Lead intelligence
Capture and score leads from every channel with AI-driven prioritization.
Workflow Automations
Customer Relationship Management Automation
Win more business and retain customers with intelligent CRM workflows. Increase conversion rates by 40% and improve retention by 30% with AI-powered engagement.
3× Faster reviews24/7 compliance45% leakage prevented
Why teams choose us
Personalized follow-ups
Automate outreach sequences tailored to buyer behavior and lifecycle stage.
Quote-to-order
Generate quotes, approvals, and order handoffs with one-click workflows.
Customer intelligence
View interaction history, satisfaction, and upsell opportunities instantly.
Configured around your policies
- Policy-aligned fields capture territory rules, approval matrices, and discount guardrails.
- Conversational reviews highlight pipeline health, forecast accuracy, and churn risks.
- Auto-built oversight bundles share deal status, customer health, and renewal actions.
Capabilities you unlock
Lead capture
AI scoring
Quote automation
Pipeline analytics
Customer health
Upsell signals
Stages we audit
Vendor registration oversight
- Ingest leads from web, partner, and field sources with verification.
- Assign territories, ownership, and SLAs automatically.
- Capture compliance and documentation for regulated industries.
Vendor selection intelligence
- AI scores opportunities and recommends next best actions.
- Automate quote creation, approvals, and contract workflows.
- Surface upsell or cross-sell opportunities from purchase patterns.
GRN & payment reconciliation
- Sync orders with production, delivery, and finance systems automatically.
- Track fulfillment, invoicing, and payment milestones with alerts.
- Measure customer satisfaction and retention outcomes continuously.
Without this workflow
- Leads leak when captured manually across disjointed systems.
- Sales teams lack visibility into pipeline health and next actions.
- Customer feedback loops break, risking churn and missed upsells.
What Supista unlocks
- Supista connects lead capture, engagement, and fulfillment in one CRM workflow.
- Dashboards reveal forecast accuracy, win rates, and customer satisfaction.
- Automated surveys and alerts keep teams ahead of churn risks.
How it benefits you
- WIIFY · Sales — Increase conversion rates by 40% with AI prioritization.
- WIIFY · Marketing — See channel performance and ROI clearly.
- WIIFY · Customer Success — Boost retention by 30% with health alerts.
- WIIFY · Leadership — Forecast with confidence using real-time data.
Live procurement KPIs
- Lead-to-order conversion
- Pipeline velocity
- Forecast accuracy
- Customer satisfaction
- Retention rate
Implementation in weeks
- Map customer journey
- Integrate lead sources
- Configure scoring
- Automate quotes
- Enable teams
- Launch surveys
- Review forecasts
- Scale playbooks
Explore all workflow automations
Supply Chain Management System (SCM)Operations Oversight
HR Management System (HRMS)Operations Oversight
AttendanceOperations Oversight
PayrollOperations Oversight
RecruitmentOperations Oversight
OnboardingOperations Oversight
Offboarding/ExitOperations Oversight
Canteen Attendance and Payroll integrationOperations Oversight
Performance Management SystemOperations Oversight
Elevate every customer moment
Connect lead capture, engagement, and retention with AI so teams close faster, serve smarter, and grow loyalty.