Turn Pipeline Activity Into Revenue Visibility.
EXP Sales Suite is a full CRM and pipeline management platform with AI-powered forecasting, automated follow-ups, and deal intelligence built in — not bolted on. It sits at the beginning of the EXP operating cycle: when a deal closes, ERP creates the client and the rest of the workflow begins.
The Problem
Why businesses struggle without Sales Suite.
Contact Management
Without Sales Suite, every lead, contact, and opportunity with full interaction history.
Visual Pipeline
Without Sales Suite, drag-and-drop pipeline management with stages, tasks, and notes.
Deal Intelligence
Without Sales Suite, ai-generated deal summaries and risk flags for every open opportunity.
How Sales Suite Solves It
Contact management, visual pipeline, AI-deal scoring, automated follow-up sequences, and revenue forecasting — so your team closes more deals, faster.
Build and manage your revenue pipeline
When Sales Suite marks a deal closed-won, EXP ERP creates the client account, AI Revenue queues the first invoice, and Workforce AI onboards the team — all from one closed deal.
Capabilities
Primary Capabilities
Everything EXP Sales Suite does, built to connect with the rest of the EXP ecosystem.
Contact Management
Every lead, contact, and opportunity with full interaction history.
Visual Pipeline
Drag-and-drop pipeline management with stages, tasks, and notes.
Deal Intelligence
AI-generated deal summaries and risk flags for every open opportunity.
Automated Follow-Ups
Email sequences and follow-up scheduling automated by AI.
Revenue Forecasting
AI-powered close probability scoring and pipeline forecasting by rep, stage, and close date.
Team Performance
Rep activity tracking and performance leaderboards.
AI Capabilities
AI embedded natively into Sales Suite workflows — not bolted on.
AI Deal Scoring
AI analyzes deal velocity and engagement to score close probability for every opportunity.
Next-Action Recommendations
AI recommends the best next action for every open deal based on patterns and engagement history.
In Action
Product Screenshots
Connects With Your Existing Tools
EXP complements your infrastructure — no rip-and-replace required.
EXP ERP CONNECTION
How Sales Suite Connects With EXP ERP
When Sales Suite marks a deal closed-won, EXP ERP creates the client account, AI Revenue queues the first invoice, and Workforce AI onboards the team — all from one closed deal.
Explore EXP ERPROI & Business Impact
Verified capabilities and clearly labeled illustrative outcomes.
18%
average revenue growth within 6 months
Illustrative60%
improvement in pipeline forecast accuracy
Illustrative3 Weeks
average reduction in sales cycle length
IllustrativeImplementation
Live in Days, Not Months
Most businesses are live within 3–5 business days. We handle data migration and setup.
Day 1 — Discovery
Map your sales process, pipeline stages, and follow-up cadence.
Day 2–3 — Configuration
Pipeline stages, email sequences, and forecasting rules configured; team invited.
Day 4–5 — Go Live
Pipeline live; first deals tracked and AI scoring active.
SECURITY
Secure From Day One
EXP Sales Suite runs on the EXP platform's shared security infrastructure: SOC-2 inspired architecture, AES-256 encryption, role-based access control, and full audit trails across every workflow. Compliance relationships are stated precisely on the Security & Trust Center — EXP does not claim certifications it has not earned.
FAQ
Frequently Asked Questions
Ready to See Sales Suite in Action?
Book a focused 30-minute demo built around your industry and your specific operational challenge.