Leads & scoring
Capture, qualify and score inbound and outbound leads.
Product · CRM & CX
Quote-to-cash on one customer record.
Leads, deals, configurable pipelines, CPQ, marketing and incentive comp — sales and CX on the same record as delivery, billing and support. Oracle CX / Salesforce-class CRM / NetSuite CRM, AI-native.
9 modules in this suiteAI-native · run it by voice or chatOne system of record
Everything in CRM & CX
Full-suite depth — nothing left out.
Every module below runs on the same live system of record as the rest of your business — and every one can be operated by the BrioSync AI agent.
Sell
Deals & pipelines
Configurable pipelines, stages, probabilities and forecasting.
Accounts & contacts
Oracle-style customer accounts, sites and hierarchies.
CPQ
Configure, price, quote with approvals to sales order.
Grow
Marketing
Campaigns, drip nurture and lead routing.
Customer data platform (CDP)
Unified customer profile across touchpoints.
Incentive compensation
Commission plans, quotas and payouts.
Outlook email
Send and log CRM email from your own Outlook via MS Graph.
CRM reports
Prebuilt and custom report builder for pipeline and revenue.
✨ AI-native
Create a deal, draft an email or pull a pipeline report — by prompt.
No screens to hunt through, no consultants to book. The BrioSync agent runs CRM & CX across the whole system — propose → confirm → done, role-scoped and fully audited, by chat or voice.
“Create a deal for Acme, ₹12 L, Q3” → created
“Show pipeline by stage” → report
“Draft a follow-up to the Northwind contact” → email drafted
Why on BrioSync
More than a module — part of one system.
The advantage isn’t just the features. It’s that they share one live record with every other suite — and an AI that runs and changes all of it.
One record, quote to cash
The account that buys is the account you deliver, bill and support.
Forecasts from real data
Pipelines and probabilities feed finance planning directly.
Sell in your inbox
Outlook email logs to the CRM automatically.
Comp without spreadsheets
Incentive plans calculate on the same data as the deals.
One system
Explore the rest of the suite.
CRM & CX is one of 12 suites — 100+ modules — all on the same AI-native platform.
See CRM & CX live.
Book a demo and we’ll show the whole business on one AI-native system — priced to the modules and team you need.