Sales Operations
An enterprise revenue-operations platform connecting pipeline, forecasting, territory, and performance across the go-to-market motion.
salesoperations.vydhi.ai
73
Applications
12
Capability zones
1
Shared foundation
Capability overview
73 applications organized across 12 zones on one shared data core.
Walkthrough
Walkthrough video coming soon — no placeholder media
A 2–3 minute owner-recorded walkthrough of the Sales Operations environment publishes here once recorded.
Working with Sales Operations
What it is
Not published yet — this section fills in when the Sales Operations tester docs ship.
What it solves
Not published yet — this section fills in when the Sales Operations tester docs ship.
Why it matters
Not published yet — this section fills in when the Sales Operations tester docs ship.
How to use it
Not published yet — this section fills in when the Sales Operations tester docs ship.
Where results appear
Not published yet — this section fills in when the Sales Operations tester docs ship.
See it live
Request demo access
Live demos are gated and time-boxed, issued centrally by Vydhi. Ask for a demo window and we’ll send you a scoped access link into salesoperations.vydhi.ai.
Request accessPrivate preview · access by request
Reality contract
- Synthetic data
- Every demo runs on 100% synthetic data. No real customer or personal data is used.
- Simulated integrations
- External systems — payments, messaging, channels, telemetry — are simulated and clearly labelled.
- Representative figures
- Any metrics shown are representative ranges to illustrate capability, not fabricated client results.
- Decision-support AI
- AI features are metered decision-support: assistive, auditable, and fail-closed — never autonomous action on real systems.
Applications
All 73 applications. Each ships the standard four documents — Business Problem & Solution, How to Use, User Journey, Architecture — publishing with the content migration.
Zone 01Lead Generation & Discovery · 6 apps
02Prospect Discovery & DataICP and natural-language prospecting produces fit-ranked net-new prospects you add straight to the CRM as leads.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
03Lead CaptureInbound source registry and capture form writing leads to the shared CRM spine.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
04Lead Enrichment & Data AppendAppend firmographic and technographic data to a lead with a confidence score.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
05Lead Scoring & QualificationWeighted fit model produces score, band, grade and MQL/SQL, with a metered AI rationale.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
06Lead Routing & AssignmentPriority rule book assigns each lead to a rep by rule, account-owner or round-robin with an SLA.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
07Intent & Buying-Signal TrackingBuying-signal feed, surge flags and a company intent leaderboard the scorer joins on.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 02CRM Core · 6 apps
01Business HubCompany workspace, CRM home, app launcher, operator console and inspector every app plugs into.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
08Contact ManagementContact directory and search over the shared CRM spine, with a contact 360 and one-click activity and task logging.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
09Account / Company ManagementAccount book with industry and tier filters and an account 360 covering contacts, deals, tickets, health and subscription.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
10Activity & Interaction TimelineA unified, day-grouped timeline of every email, call, meeting and note across the CRM, filterable by kind and account.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
11Tasks & RemindersA reminder board bucketing tasks into overdue, today, upcoming and done, with quick create and complete.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
12Relationship / Org-Chart MappingA code-drawn account org chart with buying-role tags and typed relationships, and an assist that auto-maps the hierarchy.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 03Sales Engagement & Pipeline · 7 apps
13Pipeline / Deal ManagementThe deal board over the shared pipeline with stage funnel, weighted value, win-rate and cycle time.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
14Sales Cadence & SequencesMulti-step cadences with enrolments where you advance a step and track reply rate.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
15Email & Outreach AutomationOutreach with an AI-assisted draft plus open and reply tracking.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
16Calling & Dialer (sim)A dialer where you log a call and capture outcome and notes.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
17Meeting SchedulingPropose and book meetings against deals from a calendar view.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
18Conversation Intelligence / Call InsightsAI call-insights covering sentiment, talk-ratio and objections plus a metered summary.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
19Deal Coaching & Next-Best-ActionAI deal coaching gives a ranked next-best-action per deal with a metered rationale.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 04Quote-to-Cash · 6 apps
20CPQConfigure, price and quote on a deal, with an AI-assist discount recommendation.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
21Proposals & DocumentsGenerate a proposal narrative from a CPQ config and track its send, view and accept lifecycle.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
22Contracts & E-Signature (sim)Issue a contract from a proposal and collect e-signatures through the send-to-sign flow.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
23Order ManagementCoordinate orders through the quote-to-cash chain, threaded to contracts and invoices.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
24Billing & Invoicing (sim)Invoices with their AR position for one-time billing.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
25Payments & Collections / AR (sim)Capture payments against invoices and work the AR aging board.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 05Forecasting & RevOps · 5 apps
26Sales ForecastingWeighted-pipeline forecast rolled up by company, territory or rep, with a metered AI commentary stage.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
27Territory & Quota ManagementSales territories and per-rep, per-period quotas, with a deterministic next-quota assist from live pipeline.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
28Commission / Incentive CompCommission statements from closed-won deals with attainment-tiered plans and per-deal rows summing to the payout.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
29Sales Performance DashboardsPer-rep performance across won, weighted pipeline, open value and quota attainment.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
30Pricing & Discount ManagementDiscount governance with default discount, approval ceiling and margin floor per product family, and a metered AI-assist rationale.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 06Marketing · 10 apps
31Campaign ManagementPlan and orchestrate multi-channel marketing campaigns across the shared CRM spine.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
32Email Marketing & AutomationBuild and send broadcast email to a segment with AI-assisted subject lines.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
33Landing Pages & FormsPublish landing pages with capture forms whose submissions create leads on the spine.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
34Lead Nurturing / DripMulti-step drip flows that enrol a segment and advance each lead through timed touches.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
35Segmentation & ListsStatic and dynamic lists built from rules over the shared lead pool, re-evaluated live.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
36Content & Asset StudioA digital asset manager with a metered AI copy stage.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
37Social Media ManagementDraft and schedule social posts across channels.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
38Ads & SEO ManagementPaid ad sets and organic SEO keyword tracking.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
39Events & WebinarsRun webinars and events with registration and attendance tracking.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
40Marketing Attribution & AnalyticsMulti-touch revenue attribution across the marketing mix using first, last or linear models.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 07Customer Success & Support · 8 apps
41Onboarding ManagementDrive new customers through activation by inviting the team, connecting a gateway, setting an alert, pinning a dashboard and kickoff.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
42Customer Health & SuccessA live 0-100 health score per account from support load, engagement, NPS and billing, worst-first, with an AI summary.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
43Renewals & Churn ManagementEvery renewal ranked by a live churn-risk score, with a weighted retention forecast and renew or churn actions.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
44Upsell / Cross-SellExpansion plays scored by a health-gated propensity model, so healthy accounts with headroom rise and at-risk accounts are held back.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
45Support Ticketing / HelpdeskThe whole support queue across accounts, triaged by status and priority, with deflection via the knowledge base and chatbot.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
46Knowledge BaseThe support knowledge base and the deterministic retriever behind the chatbot, searchable to see exactly what grounds an answer.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
47Live Chat & Chatbot (RAG)A retrieval-augmented support assistant with deterministic retrieval, a metered cited answer and a human handoff when nothing matches.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
48Feedback / NPS / CSATVoice-of-customer in one place with Net Promoter Score, CSAT average and the promoter, passive and detractor sentiment mix.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 08Operations & Fulfillment · 7 apps
49Order Fulfillment / OMSFulfillment queue over the company's orders to allocate stock, pick, pack and ship, and backorder on shortfall.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
50Inventory ManagementStock by SKU across warehouses with reorder thresholds, feeding low and out-of-stock items to procurement.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
51Procurement & PurchasingPurchase orders to vendors, drafted from the reorder list and received to restock inventory.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
52Vendor ManagementSupplier directory and scorecard covering rating, lead time and on-time delivery.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
53Project / Service DeliveryPost-sale delivery projects on customer accounts with milestones, progress and delivery health.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
54Resource & Capacity PlanningWeekly utilisation and a deterministic rebalancer with a dual-mode AI rationale.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
55Workflow & Process AutomationTrigger-to-action rules over live ops signals with a dual-mode AI rule-draft assistant.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 09Finance & Admin · 5 apps
56Subscriptions & Recurring RevenueRecurring-revenue book covering MRR/ARR, renewals due and churn risk on the shared subscription spine.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
57Expense ManagementSubmit, review and reimburse expense claims with category roll-ups and a rules-based anomaly flag.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
58Revenue Recognition & ReportingRatable or point-in-time recognition off subscriptions and invoices, showing recognised versus deferred by period.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
59Budgeting & Financial ReportsDepartmental budgets versus actuals with variance, plus standing P&L, MRR/ARR and expense reports.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
60Document Management & CLMContract lifecycle from drafts to signed and active, with expiries, renewals and an AI-assist clause-risk scan.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 10People / HR · 4 apps
61Team & HR ManagementThe people directory on the shared team spine covering department, level, comp band, PTO and engagement, with owner-only status edits.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
62Recruiting & HiringOpen requisitions and the candidate funnel with advance and reject actions and an AI-assist fit summary over a deterministic fit score.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
63Performance & Goals (OKRs)Objectives and key results with live progress, where you record a check-in or draft one with the AI-assist.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
64Time & AttendanceA compact attendance board over the team's recent working days with a company-wide summary and a mark-a-day action.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 11Analytics & Intelligence · 4 apps
65RevOps / Executive BI (safe NL)Safe natural-language executive analytics, read-only by construction over governed views, dual-mode and metered.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
66Anomaly & KPI AlertingKPI monitoring and z-score anomaly alerting over the weekly governed series.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
67Customer 360 / Data HubA unified per-account view with an AI-assist summary and next action.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
68Integration & Connector Hub (sim)Inbound and outbound connectors over the CRM spine.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
Zone 12Platform Internals · 5 apps
69Cost & FinOps MonitorRolls the shared cost ledger up by app and stage against monthly budget envelopes, pairing with the inspector cost meter.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
70Data Quality & LineageDeterministic data-quality checks over the CRM spine and a code-drawn lineage graph from sources to tables to views to apps.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
71Feature Flags & ExperimentsOwner-canonical feature flags across boolean, rollout, model and prompt with deterministic rollout bucketing and an A/B experiment read-out.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
72ModelOps & PromptOps StudioThe model and prompt registry, canary rollout, and a model-run eval log.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request
73Admin & Access Console (RBAC·SSO)RBAC owner and viewer roles, per-credential scope and SSO over the shared audit log.
Documentation
- Business Problem & Solution · draft
- How to Use · draft
- User Journey · draft
- Architecture · draft
Private preview · access by request