AI Sales Tracker & CLM
Turn scattered leads and follow-ups into a visible, accountable sales journey.
PMRG's AI-led sales tracker connects lead sources, activities, opportunities, next actions and customer lifecycle intelligence in one management view.
Lead capture and integration
Bring leads into one governed pipeline from approved internal and external sources.
- Website and campaign forms
- Partner and referral leads
- Imported lists
- External lead-generation integrations
- Deduplication and source tracking
Qualification and prioritization
Apply defined business rules and AI-assisted signals without hiding the basis of prioritization.
- Fit and intent fields
- Lead scoring
- Priority and aging
- Duplicate and incomplete lead detection
- Human review and reassignment
Activity and opportunity management
Make ownership, follow-up and next action visible.
- Calls, meetings and notes
- Tasks and reminders
- Opportunity stages
- Proposal and commercial milestones
- Dormancy and escalation alerts
Customer lifecycle intelligence
Extend visibility beyond initial conversion into onboarding, service, growth and retention.
- Customer 360
- Onboarding milestones
- Service and issue history
- Renewal and growth signals
- Account health and risks
Management dashboards
Provide evidence for action, not vanity metrics.
- Source and stage funnel
- Owner and team performance
- Aging and stalled opportunities
- Forecast and next actions
- Lifecycle and account health
Request a Sales Tracker Demo
See how leads, activities, opportunities and lifecycle signals connect in one accountable view.