Run sales and accounts with the full operational picture.
Bring pipeline, quotes, and RFPs together with delivery and service — including a Digital Sales Room for every customer that turns into the customer portal on close.
BAR Dashboard · top accounts
Q3Cobalt Tooling
Renewal in 60dMeridian Health
Expansion fitStonebridge Schools
HealthyWhat this module does for your team.
BAR Dashboard
Business at risk and business available — surface renewal exposure and expansion fit in one place.
Digital Sales Room
One branded room per customer — quotes, RFPs, signatures, and onboarding in a single URL that becomes the customer portal on close.
RFP Toolkit
Upload any RFP and Corei maps requirements to your service catalog, pricing, and prior wins — turning a 6–10 hour task into 15–30 minutes.
Quotes
Build quotes from delivery-proven templates and route approvals without losing context.
Account-level view
Every account shows pipeline, open work, recent tickets, and customer health together.
Renewals on time
See renewal exposure early and prepare the right outreach before deadlines slip.
Expansion discovery
Spot expansion fits grounded in actual usage and service patterns.
Built-in capabilities.
Everything in this module is designed to work with the rest of Corei — context follows the work across departments.
- BAR Dashboard
- Digital Sales Room
- Quotes
- RFP response assistance
- Account-level customer view
- Pipeline visibility
- Renewal exposure tracking
- Expansion opportunity surfacing
- Customer health signals
How Corei works with this module.
Ask in plain language. Corei returns explainable answers grounded in your operational data, prepares actions for review, or runs trusted work you have explicitly cleared.
Example
Draft an RFP response section on our backup and DR practice.
I've drafted a section grounded in 3 recent wins, your standard SLAs, and your preferred vendor stack. Edits highlighted so you can review tone and specificity before sending.
Explore related modules
Corei works as one connected platform.