Flexible Sales Workflow Automation
ChannelBits adapts to your sales process, automating routine actions and ensuring every deal stays on track.
Sales Management
Sales Management Made Smart
ChannelBits brings all your sales activities—orders, quotes, invoices, and payments—into a single, intuitive workspace. Track deals from proposal to payment with a customizable sales pipeline that adapts to your process.
Automated approvals, reminders, and task assignments keep your team aligned and moving forward. Every detail—negotiations, documents, communications, and status updates—is captured in one streamlined timeline for complete visibility.
With integrated tools for quoting, order management, and invoicing, you can manage the entire sales cycle without switching platforms. ChannelBits helps you stay efficient, informed, and focused on growing revenue.
Centralized Sales Tracking
Task & Approval Workflows
Customizable Sales Pipeline
Full Deal History
Quote-to-Cash Automation
Integrated Quoting & Invoicing
Smart Sales Hub – Manage Deals Seamlessly
ChannelBits unifies quotes, orders, invoices, and payments in one platform, so you can track every step of the sales cycle without losing momentum.
Custom Sales Stages
Define pipeline stages that match your sales cycle, from quote creation to final payment.
Automated Follow-Up Tasks
Stay on schedule with alerts for approvals, contract signings, or payment reminders.
Conditional Sales Triggers
Automatically advance deals, update statuses, or assign tasks based on order activity or payment events.
Make AI-Driven Sales Decisions – Unlock
Smart Insights Instantly
ChannelBits uses AI to analyze your sales data in real time,
helping you forecast revenue, identify high-value opportunities, and
close deals faster.
helping you forecast revenue, identify high-value opportunities, and
close deals faster.
See ChannelBits in action
Experience nextGen multichannel CRM!
