Sales workspace
Your sales desk, connected.
Review enquiries, test your sales agent, and prepare quotations from the M-Tech product master.
Your key stays in this tab’s memory. Locking or refreshing clears it.Today & priorities
Authenticated work from the existing CRM, review, quotation and follow-up services.
Work needing attention
Every enquiry, accounted for.
A failed enquiry holds later messages for that customer. Fix the cause, then retry with a reason. Reply previews do not send WhatsApp messages.
Retry message
Approvals with evidence
Decisions remain server-authorised and audited. This workspace presents evidence; it does not approve a case or change commercial rules from the browser.
Conversations
Try a conversation
Simulate customer messages and review the agent’s replies.
Review case
Operator history
Prepare a quotation draft
GST included · Freight customer paid · Prices valid for 5 days · Dispatch timing requires confirmation.Add a CRM lead
New contacts require an explicit outreach decision before automated follow-ups.
Human reviews
Customer timeline
Schedule a follow-up
Cold: days 0, 2, 6, 14, then nurture. Price: days 2, 5. Quotation: days 1, 3, 5. Other reasons and nurture require an explicit date. Customer-requested timing takes precedence.
A new customer response cancels pending outreach. The next plan must reflect their latest request. Suppressed contacts cannot receive automated outreach.