Keep the entire pursuit in view.
Bring clients, contacts, vendors, RFQs, quotes, and notes together around the project they belong to.
- Shared project timelines
- Connected contacts and companies
- Searchable notes and activity
One connected workflow
Everything between opportunity and income, working together.
Give your team a clear path through projects, relationships, orders, and commission payments.
Follow the paperwork without chasing it.
Track purchase orders and status changes in the same place your team already manages the relationship.
- Purchase-order tracking
- Vendor and client context
- Attachments where work happens
Make commission income predictable.
Understand what is expected, outstanding, and paid—with a clear trail back to the underlying order.
- Commission forecasting
- Outstanding income reporting
- Payment reconciliation
30 purpose-built tools · included with your plan
Turn conversation into real sales work.
Connect Elastic Sales to ChatGPT or any compatible AI client through our fully featured MCP server. Your assistant gets live, permissioned access to the business context it needs—not a stale data export.
Turn an email into an RFQ
Drop an email into ChatGPT to create the RFQ and carry its attachments into the order.
Start the day briefed
Ask what needs attention across open RFQs, quotes, orders, and overdue commissions.
Work with the paperwork
Find, read, and upload order attachments without breaking the flow of the conversation.
Reconcile with a safety net
Analyze aging and payable orders, then prepare review-only payment drafts for approval.
Secure OAuth access, scoped permissions, and human review for payment drafts.
See it together