Per-stage time-in-stage analytics on CRM leads. Pivot by salesperson × stage, 'stuck deals' smart filter, no per-rule setup.
Auto-create pre-filled CRM opportunities N days before contracts / SOs expire — so no renewal is ever missed.
Audit trail of every SO-line discount over a configurable threshold. No approval workflow — pure log + pivot.
Auto-remind customers about sent quotations on a schedule, stops on confirm or customer reply.
Block or warn on sale-order confirmation when gross margin falls below a configurable threshold — with per-group override and reason logging.
Auto-close CRM opportunities untouched for N days with a lost reason and chatter audit. Warns the AE before the axe falls.