Module 02 / MindRift Technology

Customer, Sales & Revenue Solutions

Create better customer experiences while improving sales, service delivery and revenue management.

01

Modules and functionality

Configured to how your team actually sells, quotes and collects.

01

Customer Relationship Management — CRM

Manage leads, customers, opportunities, interactions, activities, sales pipelines, customer accounts and relationship history from a central platform.

Lead capturePipeline stagesActivity logAccount historyForecastingTerritory rules
02

Sales & Order Management

Manage quotations, pricing, sales orders, approvals, fulfilment, invoicing, deliveries, returns and sales performance.

QuotationsPrice listsDiscount approvalFulfilmentReturnsSales reporting
03

Billing & Subscription Management

Support recurring billing, subscriptions, usage-based billing, invoices, payments, renewals, collections, account balances and revenue reporting.

Recurring billingUsage meteringRenewalsCollectionsStatementsRevenue reports
04

Customer Service & Help Desk

Manage customer enquiries, service requests, complaints and support tickets with SLA tracking, escalation, agent assignment and customer communication.

Ticket queuesSLA clocksEscalationAgent assignmentKnowledge baseSatisfaction
05

Booking & Reservation Management

Enable customers to book appointments, facilities, services or resources based on real-time availability, schedules and configurable booking rules.

Availability engineResource calendarsBooking rulesRemindersCancellationsPayments
06

Customer Onboarding & KYC

Digitise customer onboarding with identity verification, document collection, application workflows, risk assessments, approvals and electronic signatures.

Identity checksDocument uploadRisk scoringApproval workflowE-signatureAudit trail
02

What the platform looks like

Sales pipeline and customer health — indicative screen with sample data.

PipeSense — Sales & Customer
Search accounts, deals, tickets…

Pipeline & customer health

Quarter to date — 184 open deals across nine regions
This quarterNew deal
Monthly recurring revenue
R 3.6M
+6.2%vs Aug
New leads this month
327
+1.5%27 unassigned
Win rate
38%
+2.1 ptslast 90 days
Open support tickets
214
19 SLA breachedlast 30 days
Sales pipeline
R 9.42M weighted across five stages
View board
Lead
92 · R 2.1M
Bayside Freight
R 180 000NC
Karoo Cold Chain
R 96 500
Qualified
44 · R 2.4M
Umgeni Logistics
R 42 000
Drakensberg Mills
R 288 400
Proposal
38 · R 2.2M
Cape Steel Group
R 640 000
Zululand Agri
R 322 900
Negotiation
26 · R 1.8M
Richards Bay Terminals
R 880 000
Overberg Packing
R 214 800
Closed won
14 · R 840k this month
Teichmann Group
R 512 000
Repro Document Services
R 148 200
Customer health
Top accounts by recurring revenue
All tiersView all
CompanyPlanMRRHealthLast activity
Connect LogisticsEnterpriseR 214 000Healthy01 Sep 2026
Southey HoldingsEnterpriseR 188 400Healthy29 Aug 2026
Hesto HarnessesGrowthR 92 800At risk12 Aug 2026
Karoo Cold ChainGrowthR 64 200Healthy31 Aug 2026
Overberg PackingStandardR 38 900Churned04 Jul 2026
Bayside FreightStandardR 24 500At risk21 Aug 2026
Ticket queue
214 open
View all
TicketCompanyPrioritySLA
Invoice not reflecting on portalConnect LogisticsHigh42 min
Delivery slot change requestZululand AgriMedium3 h 10 m
Add three users to accountTeichmann GroupLow14 h
Duplicate order on 28 AugHesto HarnessesHighBreached 18 min
03

Why organisations start here

Nothing falls through

Enquiries, quotes and tickets all carry an owner and a clock instead of living in inboxes.

Quote to cash in one line

The same record runs from opportunity through order, invoice and collection.

Revenue you can forecast

Pipeline and billing data give management a forward view rather than a monthly surprise.

04 / Next Step

Show us your sales process. We will map it.

One call, then a written scope covering modules, sequence, effort and cost.