Sales force automation
Leads, pipelines, and deals from first contact to generated quote.
Raytio Sales manages the front of the commercial process - capturing leads, qualifying them, and progressing deals through a pipeline to a generated quote. It deduplicates and scores incoming leads, stages them for review before promotion, and hands off cleanly to quoting and the party and catalogue models the rest of the platform already uses.
Capabilities
Leads are imported or created and checked against existing records, with a staging area holding candidates before promotion.
Leads carry a score to prioritise follow-up and qualify which opportunities warrant a deal.
Qualified leads convert into deals and party records, promoting a prospect into the active pipeline.
Deals progress through configurable stages, with advancement recorded as the opportunity matures.
Each deal tracks value and status, with lines itemising the products or services under discussion.
A deal generates a quote, handing agreed items and pricing to quote and order management.
Calls, meetings and notes logged against leads and deals, building an interaction history.
The whole surface is exposed as MCP tools, so AI agents can capture, dedupe and progress leads under the same authorisation as your staff.
Part of Operate
Verified customers, protected data, and agents you can hold to account.