Build a custom Sales Management Tool in minutes
Leads, accounts, opportunities, quotes, and forecasting — defined in plain English.
Describe your leads, accounts, opportunities, products, quotes, activities, territories, and permissions. Itura provisions a secure database and an AI that understands your sales process so your team can work entirely through chat.
Stop bending generic tools to your sales process
Your data model, your rules
Custom objects and fields: Leads, Accounts, Opportunities, Products, Quotes — exactly how you sell.
Secure by default
Dedicated tables with row-level security (RLS) and fine-grained role permissions.
Use it through chat
Create, qualify, and advance deals conversationally. No UI builders or forms required.
How It Works
Describe your sales tool in English
Define Leads, Accounts, Contacts, Opportunities, Products, Activities, Territories, Quotas, and access rules.
Itura provisions everything
We generate a secure database and an AI assistant that understands your model and permissions.
Operate via conversation
Qualify leads, update stages, generate quotes, and forecast revenue — all via chat.
Purpose-Built Sales Capabilities
Leads & Qualification
Capture, score, and convert leads with custom fields, sources, and SLAs.
Accounts & Opportunities
Track accounts, contacts, and opportunities with stages, probabilities, and owners.
Products & Price Books
Define products, SKUs, and price books; bundle items and manage discounts.
Quotes & Approvals
Generate quotes, apply approvals, and capture signature-ready summaries.
Forecasting & Dashboards
Ask for pipeline, commit/best-case, win rates, and revenue trends.
Role-Based Access
Ensure reps, managers, finance, and admins see exactly what they should.
What You Can Ask
- • Create a new opportunity for Acme at $28,500 in Discovery.
- • List unqualified leads from last week by source and owner.
- • Generate a quote for 50 Pro licenses with 10% discount.
- • Add a follow-up task for Sarah to call Acme on Friday.
- • Show commit forecast for this quarter by rep.
- • Opportunities closing this month over $20k, grouped by stage.
- • Win rate by segment and average sales cycle by product.
- • Import these leads from CSV and map columns.
Sales Tool FAQ
Can I customize objects and stages?
Yes. Define any objects (Leads, Accounts, Opportunities, Products) and your pipeline stages in plain English. Itura provisions them with the right relationships and constraints.
How do permissions work?
Describe roles like rep, manager, finance, and admin. We enforce row-level security (RLS) so each person sees only what they should.
Can I import existing data?
Yes. Import via CSV directly in chat and map columns to your custom fields.
Where is my data stored?
In a dedicated, secure database. Data is encrypted at rest and in transit.