CRM & Sales / Sales
Sales and Lead Management
Mojeep connects leads, opportunities, activities, and follow-up to conversation context; the Sales Agent can assist through enabled tools within team permissions.
Qualify
Sales owner
Proposal
Sales owner
Follow-up
Sales owner
Purpose in your workflow
From inquiry to follow-up
Inquiry → customer context → lead record → qualification → opportunity when appropriate → owner and follow-up. Staff retain relevant details and define the next step, reviewing the lead stage when needed. Sales activities connect a call, note, or task to the relevant record. A stage change is not automatically a completed sale; data should reflect what the team actually knows.
Capabilities for everyday work
Sales
A configured agent can answer from product knowledge, read customer context, and use lead creation or qualification tools when enabled. This reduces repeated information gathering before a sales handoff. Assignment rules and permissions determine who receives the work. If reliable pricing or terms are unavailable, consult the approved source or a staff member instead of making an uncertain commitment.
Sales
An opportunity connects the lead to ongoing sales work. Tools can prepare a quote draft in the supported scenario, but submitting that draft for approval does not issue it to the customer or complete a transaction. An authorized person reviews price, terms, and approval before a commitment. The product does not give an agent authority to collect payment, change prices, or apply an unapproved discount.
Sales
These tools suit teams receiving recurring product or service inquiries that need structured follow-up. Define stages, record ownership, and when an opportunity is created or closed, then test permissions and approvals. Connect [automation](/product/automation) to configured steps and the [knowledge base](/product/knowledge-base) to approved information. Review duplicate records and inaccurate stages before evaluating sales improvement; organized data does not guarantee revenue growth.
Sales
Define the task, tools, and knowledge source with your team, then test permissions and handoff before rollout. [Request a demo](/demo) to discuss a configuration for your organization or review [pricing](/pricing).
How it works
- 1Qualify inquiry
- 2Follow opportunity
- 3Prepare quote
- 4Review decision
Illustrative business workflow
From inquiry to clear follow-up
A fictional business receives a service inquiry. The team captures a lead, identifies the need, and creates an opportunity. A quote uses catalog items and selected prices, while conversations and follow-up tasks stay connected to the customer.
How AI assists
The Sales Agent helps answer questions, qualify leads, and use permitted tools. The team can follow outcomes and handle required reviews and approvals.
Explore Mojeep agentsConnected work, clearer follow-up
Clear records, steps, and ownership help teams avoid repeatedly gathering information and hand work over with context. Use the capabilities and workflow above to identify what fits your organization.
Permissions and reviewable controls
Access follows organization scope, user roles, and permissions. Agent actions depend on tool enablement and approval policy; supported execution and audit records help teams review changes. Verify access before expanding use.
Related products
Leads
In Mojeep, a lead record connects the inquiry source, need, status, and follow-up owner; sales reviews qualification before creating an opportunity.
Opportunities
Mojeep connects an opportunity to its customer, owner, stage, value, activities, and quotes so the team can review the next step and decision context.
Quotes
Mojeep lets sales teams create quotes linked to a customer and opportunity, select catalog items and a price list, and review totals, versions, and approval status.
Catalog
Mojeep’s catalog keeps product and service records, descriptions, and status together, connecting them to price lists, quotes, and sales context.
Frequently asked questions
Does every lead become an opportunity?
No. Qualification clarifies fit and missing information. The team chooses an appropriate next step under its process.
Can an agent complete a sale without approval?
Do not assume that. Commercial actions depend on permitted tools. Preparing or submitting a quote draft is not issuing a quote or completing a sale.
See how Mojeep fits your team
Discuss the workflows, data, and permissions you need, and review the product experience with the Mojeep team.
Book a demo