Office24by7 for Sales Teams
The whole sales motion on one platform and one customer record — from the first prospecting call to the closed deal and the renewal, with a workspace built for every role.
Overview
Sales usually lives across a dozen tools — a dialer here, a quoting tool there, a spreadsheet for the forecast. Every handoff loses context and every rep loses time to admin.
Office24by7 puts the whole motion on one record: prospecting, pipeline, quotes, telephony and forecasting, with a tailored workspace for each role so nobody works around the system. Activity logs itself, and the forecast updates as deals move.
Explore Customer Relationship Management →- ✓ One record from lead to renewal
- ✓ A workspace for every sales role
- ✓ Pipeline, quotes and forecasting
- ✓ Built-in telephony and outreach
- ✓ Activity logged automatically
- ✓ AI that recommends and acts, within your permissions
A workspace for every role
Each role gets exactly what it needs — nothing it doesn’t.
SDR / BDR
Ranked queues, cadences and a dialer for prospecting at scale.
Account Executive
Pipeline, quotes and forecast to run deals to close.
Sales Engineer
Configuration, demos and CPQ for the technical win.
Account Manager
Renewals, upsell and health to grow every account.
Sales Manager / RevOps
Forecast, routing and analytics to run the team.
What the team runs on
Lead Management
Capture, score and route every lead to the right rep.
Deals & Pipeline
A visual pipeline with weighted forecasting.
Quotes & CPQ
Accurate quotes built from your price book, with approvals.
Cloud Telephony
Calls, recording and IVR with no hardware.
WhatsApp Outreach
Reach buyers on the channel they answer.
Mobile & Field
Sell on the move, online or offline.
How a deal moves, start to finish
Every stage writes to one record, so the forecast and the history are always the same truth.
Prospect
SDRs work ranked queues and cadences, dialling and messaging from the record.
Qualify
Scored leads convert to deals on a pipeline stage with the next step clear.
Propose
Quotes and CPQ build from the price book, with approvals and e-signature.
Close & grow
Won deals hand to account management for renewal and upsell on the same record.
The payoff
Less admin
Calls and emails log themselves, so reps spend time selling, not updating fields.
A forecast you trust
Weighted pipeline updates as deals move, not when someone fills a sheet.
Right lead, right rep
Routing puts every lead with the owner who can actually close it.
No lost context
Lead to renewal lives on one record, so handoffs keep the full history.
Questions, answered
Yes. SDRs, AEs, SEs, AMs and managers each get a workspace built around their job, all reading and writing the same shared records.
Cloud telephony, click-to-call, recording and IVR are part of the platform, so calls log to the record automatically with no separate hardware.
Deals carry a stage and probability, and the weighted forecast updates as they move through the pipeline — no spreadsheet reconciliation.
Yes. The mobile CRM gives the same record on any phone, with offline access, click-to-call and geo check-in for field visits.
The Flow-Cognition Agent scores leads, recommends the next best action, drafts proposals and predicts conversion and revenue — inside your permissions and fully logged.
AI for Sales
Lead Scoring, Next Best Action, Sales Agent, Proposal Generator, Conversion Prediction and Revenue Forecast work on your sales records, with every action governed and logged.