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CRM
- Surface the right leads and opportunities with clearer visibility into deal health and activity.
- Improve forecasting with accurate, reliable opportunity data.
Your End-to-End Lead-to-Cash Platform
Stop juggling tools and spreadsheets. ScaleFluidly brings pricing, quoting, customer health, and deal execution together so your teams move faster, work smarter, and deliver consistent results.
Why You’ll Succeed with ScaleFluidly
Your team moves faster with AI removing manual work.
Quotes, pricing, forecasting, and customer insights happen in minutes, not weeks, so reps and customer service teams stay focused on selling.
You eliminate errors and inconsistencies across revenue processes.
One connected platform keeps pricing, contract terms, fulfillment, and customer data aligned, reducing rework and protecting margins.
You make smarter decisions at every stage of the customer lifecycle.
AI highlights risks, opportunities, and next steps so you can close deals faster, strengthen renewals, and grow lifetime value.
Below are the tools that power this transformation, each designed to streamline a critical part of your lead-to-cash workflow.
Featured Products
Quote
- Build accurate quotes (within minutes) with guided configuration and consistent pricing rules.
- Reduce back-and-forth by standardizing discounting, approvals, and templates.
Price
- Manage pricing, tiers, and product updates in one place for complete consistency.
- Ensure every team uses the latest pricing without manual spreadsheets or rework.
Contract
- Keep renewals, amendments, and contract terms organized and easy to manage.
- Maintain compliance and visibility across the entire customer lifecycle.
Order
- Ensure orders are validated correctly and routed to the right teams without delays.
- Reduce fulfillment errors with clear tracking and standardized handoffs.
Assistant
- Summarize key accounts or deal details quickly to keep teams aligned.
- Clean up data, surface next steps, and keep records organized with less manual effort.