CRM & Sales
A Pipeline Wired to Your Operation
Deals, quotes, and accounts in the same system as inventory and orders — win a deal and the sales order, stock reservation, and invoice follow on their own.
Ask AI About Operlinx
A Pipeline That Matches Your Operations
Your CRM isn't a separate list you reconcile with the warehouse after the fact — deals, quotes, and forecasts run on the same live data as stock and orders.
Weighted pipeline
$412,000
Qualified
Quoted
Won
Stalled — needs you
Order created
One Pipeline, Real Stock Pricing
100% of lines priced against live stock
Deal → fulfillment
$121,000
Quoted
0%
Won
25%
Picking
60%
Invoiced
100%
Won Deals Become Orders
Zero orders re-keyed from quotes
$412k
weighted · Q3
Commit
$318k
Best case
$412k
Closed
$142k
A Forecast Ops Can Buy Against
One number shared by sales and supply
Sales Agent · included
Reads customer emails, drafts full quotes, chases stalling deals — you approve, it does the rest.
Sales Agent
Online
Can I sell GCR 480 rail kits by Jul 25?
Yes — 760 available at Austin DC, ships Jul 22. Contract rate $102.50, margin 20%.
Safety Railing Kit
Available · Austin
760
Contract price
$102.50
Contract price
82% of limit
Draft the quote, add 240 guard posts.
QT-2211 drafted — review here or on desktop.
Ask anything…
Tue 9:02 AM
Operlinx · Sales Agent
Quote ready for GCR Services
Drafted from Marta's email — $65,516, all checks passed. Approve to send.
QT-2211 · summary
Rail kits · 480
$49,200
Guard posts · 240
$15,336
Delivery Jul 22
$980
Stock
Stock
Stock
Approve & Send
Open full quote
Sell From Your Own Phone
On a job site or in a customer's office, the rep just asks — stock, price, lead time, credit — and gets system numbers back, not guesses. When a draft is ready, it lands on their phone: one tap to approve and send.
Ask in plain language — answers come from live stock, contracts, and credit.
A conversation can end in a drafted quote — no desktop needed to start selling.
Drafts push to the rep's phone with checks already run — approve in one tap
.
.
Cross-Module · Orders & Warehousing
Won Deals Ship Themselves
CRM shares one spine with Orders and Warehousing. The moment a deal closes, the sales order exists, stock is reserved, and the warehouse has a pick task — the rep watches fulfillment from the deal itself, without asking anyone.
Quote lines become order lines — pricing, terms, and reservations carry over.
Fulfillment status shows on the deal — picking, shipped, delivered, invoiced.
Delays surface to the rep automatically — customers hear it from you first.
Deal Won — GCR Q3 blanket
Closed Jul 11 · $121,000 · J. Ma
Fulfilling
Deal
Wow
SO-3121
Created
Picking
Austin DC
Ships
Jul 15
Invoice
Net 30
Safety Railing Kit · 480 units
Reserved at won · pick wave W-114
14 of 22 lines
CRM agent
A Pipeline That Never Goes Cold
Every Operlinx module ships with its own AI agent. The CRM Agent watches your pipeline around the clock — your team approves the judgment calls.
Deal Going Quiet
Detected
Acme Corp: no reply in 12 days, $48K deal stalling.
Investigates
Agent
Reads the email thread, call notes, and past orders.
Follow-up Drafted
Agent
Re-engagement email with a renewal quote attached.
Approve
You
One tap — only deals above your value threshold.
Deal Reengaged
Done
Customer replied, meeting booked, logged to the deal.
Autonomous
Watches every deal, spots relationships going cold, and drafts follow-ups, check-ins, and quotes — day and night, without being asked.
Accountable
Every message carries its context — the emails, calls, and order history it reviewed. Nothing reaches a customer silently.
In Your Control
You set the deal thresholds. Routine check-ins send themselves; anything over the line waits for a human, always.
What Changes When Sales Runs on Operlinx
Measured where it matters.
0
Orders Re-keyed
Won deals become sales orders in one click — pricing, terms, and reservations carry over intact.
100%
Of Touches Logged
Every email, call, and meeting lands on the deal automatically — no memory, no gaps at handoff.
2x
Faster Follow-up
Stalling deals get flagged and drafted the same day — the agent chases, reps just approve.
How It Compares
One Sales System — Not a Patchwork
Capability
Spreadsheets
& Email
Standalone CRM
Operlinx
Pipeline with weighted stages
Quotes priced against live stock
Won deal converts to order + reservation
Account shows AR, orders, and fulfillment
Credit limits enforced at order entry
Agent logs, drafts, and chases 24/7
get started
See a Pipeline That Ships What It Wins.
Book a 15-minute call and we'll show you how Operlinx fits your exact operation.
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