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Business Management · Revenue

Run pipeline and accounts on
one revenue spine
procurement can verify

Rioiz CRM

Built for revenue teams

Pipeline discipline

Stages, owners, and forecast rollups leadership can defend in QBRs.

Account integrity

One timeline per customer — tickets, revenue, and activities stay linked.

Entitlements visible

Automation and integration depth map to live Business Management packages.

Suite adjacency

Expand into ERP, billing, and inventory without duplicate records.

Built-in CRM depth

CRM capabilities

What operators feel from day one — mapped to plan entitlements below.

Pipeline

Forecast with receipts

Stages, owners, and history on one timeline — leadership sees the same numbers RevOps defends in QBRs.

  • Custom pipelines Per team or territory
  • Stage rules Required fields before close
  • Forecast rollups Manager and exec views
Forecast with receipts
Accounts

One timeline per customer

Touchpoints, tickets, and revenue artefacts link back to the same record.

  • Account hierarchy Parent / child accounts
  • Activity feed Calls, emails, notes
  • Ownership rules Territory-aware defaults
One timeline per customer
Automation

Playbooks within policy

Sequences and workflows inherit RBAC and SKU limits — automation expands when your tier does.

  • Email sequences Consent-aware templates
  • Task automation Triggers on stage change
  • Approval gates Discount and quote flows
Playbooks within policy
Use cases

Who Rioiz CRM is built for

Teams that need structured workflows without re-platforming every quarter.

Contact sales

B2B SaaS vendors

Shorten sales cycles with clean procurement packs — every feature claim traces to a plan cell.

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Regional distributors

Keep partner accounts segmented while leadership rolls up reliably across branches.

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Services firms

Opportunities, retainers, and delivery hand-offs stay explicit — fewer mismatches at invoice time.

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How Rioiz CRM rolls out

Three practical steps from pilot to production on Rioiz Business Management.

1

Configure your workspace

Define teams, pipelines, and required fields once — reps work inside guardrails finance approves.

Talk to sales
2

Attach the right plans

Link enabled Business Management SKUs to this catalog product so pricing columns stay honest.

3

Go live with adjacent modules

Expand into ERP, billing, and inventory modules without duplicate customer records.

Pipeline board
Account timeline
Admin console
Product tour

Product Features

Pipeline board

Stage hygiene and owner signals leadership trusts.

  • Custom pipelines
  • Stage rules
Compare plans
Pipeline board

Account timeline

One scrollable story for every stakeholder touch.

  • Account hierarchy
  • Activity feed
Compare plans
Account timeline

Rioiz CRM in your stack

Adjacent Business Management modules share customers, orders, and entitlements — expand without re-platforming.

  • Suite entitlements aligned at checkout
  • Shared customer spine across modules
View suite hub
Rioiz CRM in your stack
Pricing & Plans

Plans for Rioiz CRM

Every column is a live Business Management package linked to this product.

Starter

₹149

per month
  • Custom pipelines
  • Stage rules
  • Forecast rollups
  • Account hierarchy
  • Activity feed

Ops tier with deterministic ops and concierge-ready escalation.

Configure
Growth

₹231

per month
  • Custom pipelines
  • Stage rules
  • Forecast rollups
  • Account hierarchy
  • Activity feed

Ops tier with deterministic ops and concierge-ready escalation.

Configure
Standard

₹328

per month
  • Custom pipelines
  • Stage rules
  • Forecast rollups
  • Account hierarchy
  • Activity feed

Ops tier with deterministic ops and concierge-ready escalation.

Configure
Business

₹522

per month
  • Custom pipelines
  • Stage rules
  • Forecast rollups
  • Account hierarchy
  • Activity feed

Ops tier with deterministic ops and concierge-ready escalation.

Configure
Enterprise

₹745

per month
  • Custom pipelines
  • Stage rules
  • Forecast rollups
  • Account hierarchy
  • Activity feed

Ops tier with deterministic ops and concierge-ready escalation.

Configure
FAQ

Rioiz CRM questions

Common questions from operators and procurement teams.

Contact sales

Yes — add ERP, billing, inventory, and HRMS modules later; customer records stay unified on Rioiz.

Each pricing column is a live package linked to this product; higher tiers unlock automation, seats, and integration quotas.

When both modules are licensed, tickets and accounts share context within your RBAC policies.

Yes — scheduled exports and API access follow your tier entitlements.

Testimonials

Revenue teams on Rioiz CRM

Operators who needed honest packaging before they scaled automation.

We stopped arguing about pipeline numbers — every stage rule maps to what finance approved at checkout.

Priya N.
Priya N. VP Revenue Operations

Account timelines replaced three shadow CRMs. Support and sales finally share the same customer story.

Marcus T.
Marcus T. Head of Customer Success

Procurement signed off because each automation tier was explicit in the pricing matrix — no surprise add-ons.

Elena K.
Elena K. Commercial Director

Ready to standardise on Rioiz CRM?

Line up CRM tiers with your RevOps playbook — then add adjacent Business Management modules when your contract expands.

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