Sales accounts over billing entities
Group the branches, sites and divisions a rep actually manages into one sales account, without touching the NetSuite billing tree.
Platform
Sales force automation that starts from the ERP, not a blank CRM.
Every CRM asks you to copy your customers into it and keep two systems in step. Sales Enact starts from the NetSuite record you already trust and adds the sales layer NetSuite never had: pipeline, forecasting, activity capture, quoting with margin, coaching and agents.
Book a demo Accounts and relationships
The customer as sales sees them, on the record finance trusts
Buying groups and roles
Contacts tagged as decision maker, influencer, technical, procurement, champion or blocker. End users tracked separately from the account that pays.
Account 360
Health score with its components, twelve months of revenue by category, open quotes and orders with margin, projects, Companies House data, timeline and every live suggestion, on one screen.
Pipeline and forecast
A pipeline the system builds and the rep works
Auto-created opportunities
Opportunities appear from what the data shows, from registered projects and from what customers email. Reps can add their own; they rarely need to.
Kanban with reasons
Drag deals through stages. Every card carries "why this opportunity" with the evidence behind it, the value, the margin and the end user.
Forecast from real quotes
Weighted pipeline by stage, motion and rep, with the quotes and orders underneath it. Quote-to-order conversion is reconciled to the actual NetSuite order value automatically.
Activity
Reps never feed the CRM
Email, calendar and calls on the record
Inbound and outbound email, meetings and calls land on the account timeline automatically, summarised, with the next step drafted.
Thirty-second quick-log
For what happens in the van: tap the account, speak the note, set a follow-up. Installable on any phone, no app store.
Tasks that come from somewhere
Tasks are created by suggestions, by automation rules and by the copilot, with the reason attached. Overdue, today, this week, later.
Quoting
Quotes priced right the first time, written straight to NetSuite
Real waterfall pricing
Each line priced through the customer's own price levels, contracts and project pricing, with cost and gross profit shown as the rep types.
Attachment check
"Twelve cameras and no recording." The basket is checked against what customers like this one usually buy, with one-click add.
Credit and approvals
Credit status surfaced before the quote goes out. Discount approvals routed to the right manager. Submit creates the NetSuite estimate.
Managers and directors
Coaching from evidence, not gut feel
Rep scorecards
Action rate, £ recovered, pipeline, win rate, stalled deals and activity, against the team and against last period.
Auto-built 1:1 agenda
The scorecard becomes a meeting agenda: what to recognise, what to ask about, which deals to unblock.
Review gates
Overnight AI suggestions wait for a manager before they reach a rep. Market signals are published by the people who own them.
Automation rules and sequences
Stalled-deal SLAs, stage-entered follow-ups, multi-step chase sequences with drafted emails. Rules create tasks, send drafts for approval and update fields.
Portfolio view
Credit exposure, unassigned accounts, value-ledger funnel and pipeline metrics across the business.
Reports and export
Fixed views for the questions every sales director asks, a report builder for the rest, and export to the tools you already use.
Copilot and platform
Talk to it, and trust what it does
Copilot
"What should I do about Acme this week?" Reads the same data, logs the same actions, drafts quotes and stops at the draft until a person confirms. Available in the app and from Claude.
Guardrails
Agents cannot post, send, archive or assign. High-risk actions need an approved plan with pinned values. Everything is audited.
Security
Single sign-on with Microsoft or Google. Role permissions. UK and EU AWS regions. Your data stays yours.
Pricing
One flat price for the whole business
No per-seat licences, no credit packs, no AI tier. Every rep, manager and admin gets every agent. Ask us for a quote sized to your business.
See the platform on your own data
Book a 30-minute demo. We connect to a NetSuite sandbox or work from an export, and show you the pipeline it builds.
Book a demo