Customer Intelligence Platform For Systems Integrators
Know Your Customer Inside Out.
Can You Answer This Question?
Your customer has bought from you three times.
But when they call, your sales person pulls up a blank slate.
"What was the last order again?"
That's lost context. Lost upsell opportunities. Lost renewals.
Profit 365 captures every interaction. Every purchase. Every conversation. When your customer calls, you already know the full story.
See the Complete Purchase Journey
A single customer might have multiple divisions. The IT department bought servers.
The facilities team bought UPS.
The security team bought cameras.
Each with different contacts, different contracts, different renewal dates.
Organization hierarchy mapping shows every branch, every department, every contact.
Know who bought what, when it expires, and who to call for the next deal.
Track AMC & Warranty Expirations
Your customer forgot their AMC expired 3 months ago. Now they're angry their support request isn't answered. They blame you. You lost the renewal without knowing it was due.
Set automatic AMC and warranty tracking.
Get reminders 30, 60, 90 days before expiry.
Proactively reach out for renewal. Don't let expired contracts surprise you.
Key Capabilities
Complete Purchase History
Every order, every invoice, every delivery. View the full purchase history across all departments and locations.
AMC & Warranty Tracking
Never miss a renewal. Get automatic reminders 30/60/90 days before contracts expire. Proactively renew.
BOQ Templates
Pre-built templates for common SI projects. Server rooms. Networking. Surveillance. CCTV. Data center installs.
Credit Limit Management
Set credit limits per customer. Get alerts when approaching limits. Prevent bad debt before it happens.
Quote Version History
Every revision is saved. Track what changed between quote v1 and v2. Know exactly who changed what and when.
Organization Hierarchy
Map every branch, department, and contact. Know who owns what budget. See the full stakeholder picture.
Contact Timeline
Every email. Every call. Every meeting note. Logged against the contact automatically. Searchable history.
Stakeholder Mapping
Who decides? Who approves? Who influences? Map decision-makers and their roles. Win deals faster.
Communication Log
All emails, calls, and meetings in one place. Never search your inbox again for "what did we discuss last month?"