- CRM
- Customer Relationship Management — software that tracks leads, contacts, deals and every interaction with a customer through the sales pipeline.
- ERP
- Enterprise Resource Planning — software that manages a business's core operations (inventory, purchase orders, sales orders, accounting) in one connected system.
- Lead Pipeline
- The stages a prospective customer moves through, from first contact to won or lost — for example New, Contacted, Qualified, Proposal, Won.
- Speed-to-Contact
- How quickly a sales team responds to a new lead after it comes in. Faster response is strongly linked to higher conversion rates.
- Round-Robin Assignment
- Automatically distributing new leads evenly across available sales staff, instead of manually assigning each one.
- WhatsApp Cloud API
- Meta's official business messaging API, used to send and receive WhatsApp messages, templates and broadcasts from a business number at scale.
- Multi-Tenant SaaS
- A single software platform that serves many separate customer organizations ("tenants"), with each tenant's data kept fully isolated from every other tenant.
- Renewal Tracking
- Monitoring upcoming policy, subscription or SIP renewal dates for existing customers so the team follows up before they lapse.
- Cross-Sell / Upsell
- Offering an existing customer an additional product (cross-sell) or a higher-value version of what they already have (upsell), based on their profile and history.
- KYC
- Know Your Customer — the process of verifying a customer's identity and documents, common in regulated industries like insurance and mutual funds.
- Role-Based Dashboard
- A dashboard that shows each team member only the data and actions relevant to their role — a salesperson sees their pipeline, an owner sees company-wide revenue.
- AI Sales Assistant
- An AI agent that can answer questions using a business's real data, qualify incoming leads automatically, and hand off anything sensitive to a human.
- Cart Abandonment
- When a visitor adds items to a cart or catalogue order but leaves without completing checkout — tracked so the business can follow up.
- Trial-to-Paid Conversion
- The process of a business moving from a free trial period to a paid subscription plan.
- Prepaid Billing
- A billing model where a customer pays for their subscription period in advance, rather than being billed after usage.