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CRM & Sales Pipeline
See customers, deals and expected sales on a single page.
Forecast this month฿4.86M81% of target
Won ฿0.95MWeighted by stageTarget ฿6.00M
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Highlights
Logs activities from email and calls automatically
Scores deals and forecasts monthly closings
Recommends the next task for each salesperson
What CRM & Sales Pipeline is and how it helps your organisation
Most sales teams keep customer information in personal email, chat threads and Excel files. Managers cannot tell which deals are moving, which have gone quiet, or how much will close this month. When a salesperson leaves, the customer history leaves with them, and the weekly sales meeting turns into a round of status questions instead of planning.
The Khaojai IT CRM brings customers, deals and activities together on a single page. AI reads email and call records and logs them as activities automatically, so salespeople stop retyping. Before a customer meeting, AI prepares a brief with the history, open commitments and points worth raising. It also scores every deal, forecasts monthly closings and recommends the next task for each salesperson.
After go-live, managers see the state of every deal without waiting for reports, deals that have stalled are flagged before they are lost, and forecasts come from real data rather than gut feeling. Khaojai IT shapes the CRM around your sales process and connects it to the email, calendar, quotation and ERP systems you already use.
Questions buyers ask before starting
How long does implementation take
It depends on scope and the number of systems to connect, typically 2 to 4 months. You can start with one sales team and expand to the whole organisation later.
Can it connect to our email and ERP
Yes. The system supports Microsoft 365 and Google Workspace for email and calendar, and connects to ERPs such as SAP or Express to show quotations and actual sales on the customer page.
How reliable are the AI briefs and forecasts
AI summarises only what is recorded in the system and shows the source of every point. Decisions about deals stay with salespeople and managers, and forecasts improve as more history accumulates.
Is customer data secure and PDPA compliant
The system runs on your organisation's servers or cloud, with access rights by team and role, a full activity log, and support for deleting or exporting data on request from the data subject.
AI in this system
AI briefs you on customers before meetings and flags deals at risk of slipping.
- 01Pre-meeting customer briefGathers past conversations, open deals and pending issues on one page.
- 02At-risk deal alertsSpots deals that go quiet or keep slipping their close date and alerts the owner.
- 03Follow-up email draftsWrites follow-up emails from meeting notes for the salesperson to edit and send.
- 04Weekly team summarySummarizes the forecast and deals needing attention for the sales manager each week.
Works with the systems you already use
LINEMicrosoft 365Google WorkspaceSAPExcelExisting systems through APIs
Questions about CRM & Sales Pipeline?
Tell us about it
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