Workflow Automations

Customer Relationship Management Automation

Win more business and retain customers with intelligent CRM workflows. Increase conversion rates by 40% and improve retention by 30% with AI-powered engagement.

3× Faster reviews24/7 compliance45% leakage prevented

Why teams choose us

Lead intelligence

Capture and score leads from every channel with AI-driven prioritization.

Personalized follow-ups

Automate outreach sequences tailored to buyer behavior and lifecycle stage.

Quote-to-order

Generate quotes, approvals, and order handoffs with one-click workflows.

Customer intelligence

View interaction history, satisfaction, and upsell opportunities instantly.

Configured around your policies

  • Policy-aligned fields capture territory rules, approval matrices, and discount guardrails.
  • Conversational reviews highlight pipeline health, forecast accuracy, and churn risks.
  • Auto-built oversight bundles share deal status, customer health, and renewal actions.
Learn more about configuration

Capabilities you unlock

Lead capture
AI scoring
Quote automation
Pipeline analytics
Customer health
Upsell signals

Stages we audit

Vendor registration oversight

  • Ingest leads from web, partner, and field sources with verification.
  • Assign territories, ownership, and SLAs automatically.
  • Capture compliance and documentation for regulated industries.

Vendor selection intelligence

  • AI scores opportunities and recommends next best actions.
  • Automate quote creation, approvals, and contract workflows.
  • Surface upsell or cross-sell opportunities from purchase patterns.

GRN & payment reconciliation

  • Sync orders with production, delivery, and finance systems automatically.
  • Track fulfillment, invoicing, and payment milestones with alerts.
  • Measure customer satisfaction and retention outcomes continuously.

Without this workflow

  • Leads leak when captured manually across disjointed systems.
  • Sales teams lack visibility into pipeline health and next actions.
  • Customer feedback loops break, risking churn and missed upsells.

What Supista unlocks

  • Supista connects lead capture, engagement, and fulfillment in one CRM workflow.
  • Dashboards reveal forecast accuracy, win rates, and customer satisfaction.
  • Automated surveys and alerts keep teams ahead of churn risks.

How it benefits you

  • WIIFY · Sales — Increase conversion rates by 40% with AI prioritization.
  • WIIFY · Marketing — See channel performance and ROI clearly.
  • WIIFY · Customer Success — Boost retention by 30% with health alerts.
  • WIIFY · Leadership — Forecast with confidence using real-time data.

Live procurement KPIs

  • Lead-to-order conversion
  • Pipeline velocity
  • Forecast accuracy
  • Customer satisfaction
  • Retention rate

Implementation in weeks

  • Map customer journey
  • Integrate lead sources
  • Configure scoring
  • Automate quotes
  • Enable teams
  • Launch surveys
  • Review forecasts
  • Scale playbooks

Explore all workflow automations

Supply Chain Management System (SCM)Operations Oversight
HR Management System (HRMS)Operations Oversight
AttendanceOperations Oversight
PayrollOperations Oversight
RecruitmentOperations Oversight
OnboardingOperations Oversight
Offboarding/ExitOperations Oversight
Canteen Attendance and Payroll integrationOperations Oversight
Performance Management SystemOperations Oversight
Project ManagementOperations Oversight
Maintenance ManagementOperations Oversight
Auditing & Quality Control ManagementOperations Oversight
Procurement ManagementOperations Oversight
Inwards at Gate & Store ManagementOperations Oversight
Asset ManagementOperations Oversight
Production Planning & SchedulingOperations Oversight
Customer Relationship Management (CRM)Operations Oversight
Order ManagementOperations Oversight
Grievance & Feedback Management System (Kiosk based)Production & Supplier Control
Shop Floor Automation & Work Order TrackingProduction & Supplier Control
Bill of Materials (BOM) ManagementProduction & Supplier Control
Material Requirement Planning (MRP)Production & Supplier Control
Calibration & Instrument ManagementProduction & Supplier Control
Tooling & Die Tracking & ManagementProduction & Supplier Control
Warehouse Management System (WMS)Production & Supplier Control
Finished Goods Dispatch & Logistics TrackingProduction & Supplier Control
Vendor Performance & Rating SystemProduction & Supplier Control
Supplier Portal IntegrationProduction & Supplier Control
Supplier Bidding ManagementProduction & Supplier Control
Costing & Budget ManagementGovernance & Intelligence
Compliance & Document Control SystemGovernance & Intelligence
Health, Safety & Environment (HSE) ManagementGovernance & Intelligence
Training & Skill Matrix ManagementGovernance & Intelligence
Knowledge Base / SOP Digital LibraryGovernance & Intelligence
Barcode/RFID Material TrackingGovernance & Intelligence
Machine Utilization & OEE MonitoringGovernance & Intelligence
Energy Consumption Monitoring SystemGovernance & Intelligence
Waste & Scrap ManagementGovernance & Intelligence
Return Material Authorization (RMA) ManagementGovernance & Intelligence
Digital Purchase Indent & Approval WorkflowGovernance & Intelligence

Elevate every customer moment

Connect lead capture, engagement, and retention with AI so teams close faster, serve smarter, and grow loyalty.

Ready to modernize procurement?

AI Procurement Auditor for Procure-to-Pay

Transform your procure-to-pay cycle with Supista's AI-driven auditing. Automate compliance, optimize spend, and gain end-to-end visibility.