Customer Relations

(CRM)

A complete CRM suite providing 360-degree customer visibility. Manage accounts, contacts, leads, sales pipeline, quotes, B2B pricing, segmentation, campaigns, territory management, and workflow automations — all with GDPR-compliant consent management.

Accounts Leads Pipeline Quotes B2B Pricing Segmentation Campaigns Territories

Key Features

Everything you need to manage customer relationships from first contact to long-term retention.

Accounts & Contacts

Hierarchical account management with unlimited contacts per account. Manage billing, shipping, and office addresses with full contact history.

Lead Management

Capture leads from any source. Score leads with custom rules, manage qualification stages, and track conversion funnels.

Sales Pipeline

Customizable pipeline stages with drag-and-drop management. Track opportunities, forecast revenue, and analyze win/loss ratios.

Quotes & Pricing

Generate versioned quotes with line items. B2B price lists with quantity tiers and account-specific or segment-based assignments.

Segmentation

Manual and rule-based customer segmentation. Dynamic evaluation for targeted marketing, visibility rules, and pricing.

Campaign & Territory

Track campaigns with attribution. Manage sales territories with auto-assignment rules. Activity logging for calls, emails, and meetings.

Kubrik OS — agent layer

Customer Relations, assisted and operated by AI

The AI reads the whole customer, not just the pipeline: what they bought, what they owe, and what broke last time.

AI-assisted

What the AI advises on

Available on every plan, Starter included.

Summarises an account across orders, invoices, credit, tickets and activity before the call rather than after it
Flags at-risk accounts from ordering pattern, payment behaviour and service history combined
Suggests the next action on an opportunity, with the reason drawn from the underlying transactions

AI-operated

What the AI does under governance

Professional and Enterprise. Starter runs the AI in advisory mode only.

Logs activities, advances stages and creates follow-up tasks from meetings and email
Builds and refreshes segments as customer behaviour changes, instead of leaving them to go stale
Drafts and sends quotes inside the pricing rules, escalating anything that breaks the margin floor

Governed tools an agent can call in this module

updateOpportunity() logActivity() buildSegment() createQuote() flagChurnRisk()

Autonomy is a setting, not a promise — choose the rung per role and per module

Suggest

The agent proposes. Nothing changes until a person acts on it.

Prepare

The agent builds the transaction and leaves it waiting for approval.

Execute below threshold

Acts on its own under a value or risk limit you set.

Execute by policy

Acts inside a written policy, every action fully audited.

Escalate

Anything outside the policy stops and goes to a person.

Same rules, either operator. An agent obeys the same permissions, validation and business rules a person does, and every action lands in the audit trail: who or what initiated it, the inputs, the rationale, the approvals, the resulting transaction and how to reverse it.