Products/Customers
CustomersSalesX

SalesX
Pipelines that move.

Manage sales pipelines, deals and revenue motion — connected to CRM, Finance and Projects so close means close.

Part of the Zobay ecosystem — a brand of Fortune Tech, The Fortune Group. Works alone, better together.

Deals, not just stages.

PROBLEM

Pipelines show stages, not truth. Forecasting is theatre and handoff to delivery is a cliff.

DealQuoteInvoiceProject

Connected workflow — no re-entry, no lost context.

CAPABILITIES

What SalesX does — without the bloat.

Pipeline & deals

Stages, values and probabilities that reflect reality.

Forecast & insights

Predictable revenue signals, not vanity metrics.

Quotes & approvals

From proposal to approval without email ping-pong.

Handoff to delivery

Closed-won becomes project — scope, team and billing intact.

How teams use SalesX

  • Forecast you can trust
  • From quote to cash without re-entry
  • Bridge sales to delivery cleanly

CONNECTED

Works with the ecosystem

SalesX stays in sync with the rest of Zobay — identity, data and workflows move with it. Start here, add the rest when you need them.

PermissionsWorkflowsMaya
Maya + SalesX

Intelligence where this work happens.

Maya doesn't just answer from SalesX — it reads context across Zobay to analyze and act.

What's at risk to hit Q3 target and what can we pull forward?

Maya reads pipeline, history and Finance commitments to suggest the 3 moves that matter.

Start with SalesX. Grow to the ecosystem.

You don't need to buy everything day one. Start with SalesX and connect the rest as your workflows demand it.