Sales, support, and service on one connected platform
SutiERP brings CRM, help desk, and customer surveys into a single AI-powered system. Sales activity, support tickets, and customer feedback share one record. Your teams work from complete context, not a fragmented picture of who the customer is.
SOC 1 Type II Certified
ISO 9001:2015 Certified
HIPAA Compliant
GDPR-Ready
Sales history, support history, and customer feedback rarely reach the same person
Customer-facing teams in most businesses operate from incomplete information. Sales has the deal history. Support has the ticket history. Nobody has both at once. Three patterns drive most implementations:
CRM, help desk, and surveys in one customer record
Customer Experience covers the full post-sale relationship alongside the sales pipeline. Three products share one data layer so account history, support tickets, and customer feedback are visible in a single view without switching tools.
Two processes that close the loop between sales and service
Each process spans multiple products but runs as a single workflow inside SutiERP. The step tables below show what happens at each stage, which product handles it, and where AI or agentic automation acts. Full step-by-step detail lives on each dedicated process page.
Lead to Revenue
Lead capture through qualification, opportunity management, proposal, close, and post-sale account handoff to support.
1
Lead capture and assignment
SutiCRM
AI scores inbound leads by fit and engagement signals. High-score leads are assigned to reps automatically based on territory and capacity rules.
2
Qualification
SutiCRM
Activity tracking and engagement scoring update the lead record continuously. Stalled leads trigger a follow-up task automatically when activity drops below threshold.
3
Opportunity creation
SutiCRM
Agentic AI creates the opportunity record from qualified lead data. Stage history and interaction timeline carry forward without manual re-entry.
4
Proposal and negotiation
SutiCRM
AI surfaces similar closed deals by industry, size, and product mix. Win/loss patterns from comparable opportunities inform pricing and positioning.
5
Close and handoff
SutiCRM + SutiDesk
On deal close, SutiDesk creates the account support profile automatically. Support team receives deal context, contract terms, and key contacts without a manual briefing.
6
Post-sale feedback
SutiSurvey
Onboarding survey triggers automatically after close. Responses link to the account record in SutiCRM and SutiDesk, visible to both sales and support.
Full process detail: Lead to Revenue
Support to Resolution
Ticket creation through triage, assignment, resolution, and customer satisfaction measurement with feedback looped back to the account record.
1
Ticket creation
SutiDesk
Tickets are created from email, web form, or manual entry. AI classifies ticket type and priority on submission based on keywords, account tier, and SLA rules.
2
Triage and assignment
SutiDesk
3
Resolution
SutiDesk
4
Escalation
SutiDesk
5
Satisfaction survey
SutiSurvey
6
Feedback loop
SutiSurvey+SutiCRM
Full process detail: Lead to Revenue
The AI layer inside Customer Experience
SutiDAnalytics and the agentic capabilities built into SutiCRM and SutiDesk power the automation and intelligence in this solution. All are built into the platform and require no separate integration or license.
SutiCRM
Pipeline intelligence and sales automation
SutiCRM uses AI to score leads, surface deal risks, and automate the routine handoffs that slow sales cycles. Reps spend time on the right accounts, not on administrative updates.
- Lead scoring based on engagement signals, firmographic fit, and historical win patterns
- Deal risk flagging when opportunity stage or activity drops below expected thresholds
- Automated follow-up task creation when leads or opportunities go stale
- Win/loss pattern analysis by rep, industry, deal size, and product mix
- Post-close account handoff to SutiDesk with full deal context attached
SutiDesk + SutiSurvey
Support intelligence and customer feedback
SutiDesk uses AI to classify, route, and resolve tickets faster. SutiSurvey closes the loop by capturing customer sentiment after each interaction and linking it back to the account record.
- AI ticket classification and priority scoring on submission
- Automated routing by category, agent skill, and SLA tier
- Knowledge base recommendations surfaced during active resolution
- SLA breach escalation without manual monitoring
- Post-resolution surveys trigger automatically and link responses to account and ticket records
SutiDAnalytics
Customer and revenue intelligence
SutiDAnalytics runs as a cross-platform intelligence layer across all Customer Experience modules. It connects pipeline data, support performance, and customer sentiment into a single analytical view.
- Pipeline analytics by stage, rep, territory, and period in real time
- Support performance metrics: volume, handle time, resolution rate, and SLA compliance by queue and agent
- Customer satisfaction trends from survey data, mapped to account and segment
- Churn signal detection: accounts with declining satisfaction scores and increasing ticket volume flagged for account management review
- Revenue at risk reporting: renewal accounts with open escalated tickets visible alongside deal data
Agentic AI
What the platform does without being asked
SutiERP takes defined actions automatically across Customer Experience based on rules, thresholds, and context, without requiring a person to trigger them.
- Assigns inbound leads to reps automatically based on territory and capacity
- Creates follow-up tasks when leads or opportunities breach activity thresholds
- Routes support tickets to the correct agent or queue without manual triage
- Escalates tickets breaching SLA to the configured owner
- Triggers post-resolution and post-close surveys without manual scheduling
- Surfaces churn-risk accounts when satisfaction and ticket data cross configured thresholds
Built for businesses that handle customer data at scale
Customer Experience in SutiERP is built to meet the security and data handling requirements that sales, support, and CX teams face when managing customer records at scale. These are not add-ons or configuration options. They are part of the platform.
SOC 1 & SOC 2 Type II certified
Data security and financial controls independently audited annually. All AI actions are logged with a full, tamper-proof audit trail.
ISO 9001:2015
Quality management processes certified across the platform.
HIPAA
Relevant for healthcare and adjacent businesses where patient or member data intersects with CRM and support workflows.
GDPR
EU customer and prospect data handled correctly inside the platform. Relevant for businesses with European customers or global CX operations.
Data residency and access controls
Role-based permissions control which teams see which customer records and interaction history.
Audit trail
Every lead, opportunity, ticket, and survey response carries a full, timestamped history accessible for compliance and quality review.
“
We replaced a separate BI tool with SutiDAnalytics and have not looked back. Our finance team stopped exporting data to build reports. The cross-platform view of workforce costs against procurement spend was something we could not build before without a data warehouse project. Agentic workflows now handle the approval routing and escalations that used to require manual follow-up every day.
Priya M. · CFO, Centaurus Technology Partners · Austin, TX
Most conversations begin with a walkthrough of your current CRM and support setup. From there it is straightforward to show where the gaps are and which modules close them.
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