CRM, Customer360 & Sales Operations
Unify customer identity, relationship history, leads, activities, pipeline and seller execution.
Revenue360 Enterprise AIEnterprise revenue operating system
One governed command center for the complete customer-to-revenue lifecycle.
Unify CRM, Customer360, sales, marketing, service, customer success, forecasting and revenue realization in one role-aware operating layer—while Quote360, Contract360, Accounting360 and payments remain authoritative systems of record.
CRM + Customer360Sales & pipelineMarketing360Service & successForecast & realization
18role-aware personas
48governed workspaces
27industry packs
8guided journeys
Revenue360 operating chain
Lead→Opportunity→Proposal / Quote→Contract→Order / Delivery→Invoice / Payment→Renewal / Expansion
One commercial lifecycle
From first signal to realized revenue and renewal.
Revenue360 connects the customer journey end to end while specialist Numerish products retain authority for quoting, contracts, delivery, payments and accounting.
01 · ATTRACTMarketingCampaigns, audiences, content and attribution.
02 · CONVERTLead → OpportunityQualification, engagement, playbooks and pipeline.
03 · COMMITProposal → ContractGoverned proposal, quote and contract handoff.
04 · DELIVEROrder → ProjectConnected fulfillment, project and service context.
05 · REALIZEInvoice → PaymentCollections, realization and leakage intelligence.
06 · GROWSuccess → RenewalHealth, retention, expansion and renewal.
Enterprise capabilities
Six connected capability domains. One governed revenue operating model.
Revenue360 brings the complete customer-and-revenue lifecycle together without duplicating the specialist systems of record across ERP360.
Opportunity, CPQ & Customer Lifecycle
Govern opportunity progression and connect proposal, quote, contract, order and customer lifecycle workflows.
Marketing360 & Demand Orchestration
Plan campaigns, audiences, content, creative operations, events, channels, attribution and marketing performance.
Service, Contact Centre & Customer Success
Coordinate cases, SLAs, customer communications, health, retention, expansion and renewals.
AI, Forecasting & Revenue Intelligence
Use governed AI, Next Best Actions, predictive forecasting, pipeline movement, scenarios and explainability.
Revenue Realization, Leakage & Commercial Control
Connect orders, invoices and payments to realized revenue while detecting collections, churn, discount and renewal leakage.
Core Revenue360 modules
A complete operating layer for customer and revenue teams.
Each module participates in tenant scoping, permissions, audit, notifications and ERP360 integration where applicable.
Revenue Data Model360
Canonical commercial data foundation.
- Canonical IDs and external identity mapping
- Entity history and tenant-safe relationships
- Audit evidence and correlation
CRM Metadata360
Tenant-configurable CRM without breaking governance.
- Custom objects and fields
- Relationships and layouts
- Validation rules and dynamic records
Customer Data360
Resolve customer identity across sources.
- Normalized identifiers and match candidates
- Golden profiles
- Governed merge/unmerge and timelines
Customer OneView360
A searchable, permission-aware customer context.
- Accounts, contacts and timeline
- Opportunities and service history
- Financial, project and industry context
SalesEngagement360 + Activity360
Keep sellers focused on the right work.
- Cadences, work queues and activities
- Reply, meeting and conversion exits
- Unsubscribe and bounce handling
Revenue Inbox360
Govern communications without losing CRM context.
- Email, SMS, WhatsApp and voice
- Social, web chat and meetings
- Deduplication and CRM activity capture
Deal Playbook360
Standardize opportunity progression and deal quality.
- Stage entry and exit rules
- Required evidence and SLA deadlines
- Hygiene scoring and manager exceptions
Sales Performance360
Connect performance management to execution.
- Hierarchy, territories and quotas
- Goals, attainment and coaching
- HRM/Payroll commission handoff
Forecast & Pipeline Intelligence360
Move beyond a static pipeline into accountable forecasting.
- Commit, best case and upside
- Snapshots and opportunity movement
- Ageing, slippage, coverage and scenarios
ForecastAI360
Evidence-backed predictive forecast signals.
- Historical conversion modelling
- Activity, age and slippage signals
- Confidence intervals and backtests
Revenue Realization & Leakage360
Measure what becomes revenue—not only pipeline.
- Order → invoice → payment reconciliation
- Collection and failed billing signals
- Churn, renewal and discount leakage
Customer Success360
Operate the post-sale lifecycle in the same context.
- Customer health
- Churn and expansion scoring
- Milestones, retention and renewal
Service360
Manage customer support with entitlement and SLA awareness.
- Cases, entitlements and SLA dates
- Status and event history
- Knowledge and breach reporting
Service Command Center360
Coordinate service operations at enterprise scale.
- Business-hour calendars and escalation
- Collaborators, CSAT and NPS
- Support usage and SLA command views
Customer Portal360
Controlled client self-service visibility.
- Permitted cases and financial context
- Project-related information
- Principal-bound, scoped access
Marketing360 suite
Plan, produce, activate and prove marketing impact.
A connected marketing operating environment links strategy, creative work, content, spend and attribution to customers and revenue.
14connected marketing capabilities inside Revenue360
Objectives, audiences, brands, products, regions, channels, KPIs and revenue linkage.
Portfolio, workstreams, dependencies, milestones, workload and capacity.
Creative intake, assignment, SLAs, review and approvals.
Digital assets, versions, variants and usage rights.
Proof annotations, changes, resolution and approvals.
Channel, brand, country and campaign publishing calendars.
Voice, tone, positioning, messaging and legal guardrails.
Governed agents for planning, content, brand, SEO and performance.
Budget, commitments, spend, pipeline, revenue and ROMI.
Event planning, registration, attendance and lead capture.
Creators, rights, deliverables, publishing and performance.
Campaign, content, audience and financial marketing metrics.
Ads, analytics, email, social, CMS, SEO, design and event providers.
Governed natural-language workspace generation.
Governed intelligence
AI that helps teams decide and act—inside enterprise controls.
Revenue360 uses ERP360 AI governance and monetization services so AI advice, scoring and approved automations remain permission-aware, metered and reviewable.
AI Studio360 + RevenueAgent360
Design predictive, generative and agentic experiences without separating them from the controls that govern revenue work.
Prompt DesignerGoverned prompt design and testing.
Predictive Model DesignerCommercial prediction with evaluation.
Agent DesignerCapability allowlists and human-review gates.
Multi-Agent DesignerCoordinate approved specialist agents.
RevenueGuide360
Make a broad enterprise platform simple to operate.
- My Revenue360 personalized workspace
- Deterministic Next Best Actions
- Simple and Advanced modes
- Global command/search
- Persona-aware onboarding and contextual help
- Favorites, recents and business templates
- 8 guided business journeys
Industry360
Revenue operations shaped for your sector.
Industry packs extend data, workflows, workspaces, agent skills, analytics, journeys, compliance and connectors. Activation can be scoped by tenant, legal entity, business unit, brand or division.
27industry specialization packs
Industry pack contract: data model → workflows → workspaces → agent skills → analytics → journeys → compliance → connectors → production readiness validation.
Enterprise governance
Built to operate across privacy, security and financial-control boundaries.
Technical controls and standards mappings support governed operations and evidence collection; they do not represent external legal or ISO certification by themselves.
Privacy operations
Consent purpose/expiry, withdrawal, DSAR/DSR, portability, correction, erasure, anonymisation, retention and legal hold.
Residency & transfers
Residency, cross-border controls, incidents, processing records and human review for automated decisions.
Authorization
Server-side object/action permissions with tenant and organizational context.
Delivery governance
Event policy, templates, recipients, preferences, purpose, retry/dead letter and delivery evidence.
Multi-jurisdiction controls
Technical mappings include GDPR, UK GDPR/DPA, POPIA, LGPD, CCPA/CPRA, PIPEDA, PDPA, APPI, DPDP, NDPA and PIPL.
Evidence frameworks
Technical mappings support ISO/IEC 27001, 27701, 42001, 27017, 27018, ISO 22301, 20000-1 and ISO 9001 evidence.
Accounting-aware handoff
Decimal money, immutable FX identity, evidence hash and correlation, with Accounting360 authoritative.
Standards-aware context
Lineage can reference IFRS 15, ASC 606, IPSAS 47 and IFRS 18 while Accounting360 governs treatment.
ERP360 integration
Revenue360 orchestrates the journey. Systems of record keep their authority.
A deliberate boundary prevents CRM convenience from becoming duplicated finance, contract, project or payment truth.
Clear system-of-record ownership
Revenue360 owns customer and revenue operations; specialist products remain authoritative in their domains.
Revenue360CRM, sales, marketing, service, success, forecast and realization.
Quote360Authoritative quoting workflow.
Contract360Contract lifecycle and agreement record.
Project360Project and resource delivery.
Accounting360GL and financial-statement accounting truth.
Payment GatewayPayment execution and transaction outcomes.
API360Enterprise integration and API governance.
Connected revenue-to-cash handoff
Signed, tenant-aware events carry identity, correlation, idempotency and evidence across products.
OpportunityProposal360Quote360Contract360eSign & SealOrder / ProjecteInvoice360Payment GatewayAccounting360
Revenue360 receives downstream outcomes for realization, reconciliation, customer context, retention and expansion intelligence.Persona-ready experience
The product adapts to the job—not the other way around.
Revenue360 exposes authorized work by persona and organizational scope, with simplified daily navigation and deeper specialist views when needed.
Role-aware by design
Personas and workspaces can be scoped across tenant, legal entity, business unit, brand, division, territory and Industry360 pack.
18canonical personas
48governed workspaces
8navigation groups
Guided business journeys
RevenueGuide360 routes each persona toward the correct authorized workspace.
Win a CustomerRenew a CustomerLaunch a CampaignResolve a Customer CaseCollect RevenueConfigure Revenue360Government Stakeholder ManagementPrepare for Production
Shared enterprise foundation
Connected to ERP360 services by default.
Revenue360 can run as a focused standalone product while consuming the same governed platform services used across Numerish.
Identity & RBACAuthentication, tenant context and permissions.
PricingHubPlans, bundles, feature packs and usage meters.
Integration FabricCross-product handoffs and reconciliation.
Notification360Policy-aware communication and evidence.
AI MonetizationProvider routing, budget and metering.
Audit & GovernanceEvidence, traceability and controlled operations.
Domain ManagerManaged subdomains and custom domains.
Workflow Adviser AIProduct and workflow guidance.
Modular commercial model. PricingHub remains authoritative.
Adopt Revenue360 inside ERP360 or as standalone SaaS, then expand without duplicating the customer operating layer.
Revenue360 Enterprise AI
Connect customer activity to measurable revenue outcomes.
See how Revenue360 can fit your industry, team structure and wider Numerish ERP360 operating model.