Win and grow large accounts with intelligence
End-to-end institutional sales — leads, accounts, opportunities, quotes, contracts and ramp plans — powered by AI for cross-sell, up-sell, growth prediction and salesperson forecast accuracy.
Impact you can measure
Everything institutional sales needs in one CRM
Purpose-built for enterprise B2B sales teams selling into large-format stores, distributors and key accounts.
Lead & Account Management
Capture, qualify and route leads. 360° account view with hierarchy, buying centers and whitespace.
Contacts & Relationship Mapping
Track every stakeholder, influencer and decision-maker. Relationship strength scoring and org charts.
Opportunity, Quote & Approval
Configure quotes with product & price plans, discount ladders and multi-level approval workflows — flowing into contracts, renewals and ramped order plans with commit vs actual alerts.
Government Tenders & Contracts Automation
Quick GeM automates the Government e-Marketplace: daily bid sweeps, AI Go/No-Go scoring of tender PDFs and qualified tenders pushed straight into your CRM.
Large-Format Growth Plans
Joint business plans for LFS chains — category strategy, promo calendar and growth commitments.
Sales Ops — Targets, Meetings, Expenses, Incentives
Target vs actuals, meeting planner, mileage & expense claims, and rule-based incentive plans in one place.
Built for enterprise sales leaders
AI that guides every rep — from the first meeting to renewal — and gives leaders a clean, real-time view of the number.
- AI cross-sell & up-sell recommendations on every account
- Growth prediction for accounts, categories and territories
- Salesperson achievement forecast with confidence bands
- One system for CRM, quotes, contracts and incentives
- Configurable approval workflows for pricing and discounts
- Works on mobile — meetings, quotes and expenses on the go
Related Features
Ready to run institutional sales on one platform?
See how Quickapp gives your enterprise sales team the CRM, AI and sales ops they need to hit the number.