Lead-to-Cash
Opportunity, quote, order & renewal.
Product overview · 2026
Manufacturing 360
The connected manufacturing platform — CRM + Cortexium ERP, built on Salesforce. Sales, Service, Marketing and Field Service with Cortexium, our enterprise-grade ERP core — material, warehouse, finance, master data and pricing — plus a customer portal, mobile field force, agentic AI and analytics in one governed 360°.
4CRM clouds
5Cortexium ERP modules
12Capability pillars
100%Salesforce-native
MFG 360°CRM + ERP
Sales & CPQ
Service & SLA
Field Service
Cortexium ERP
Customer Portal
Agentforce AI
Why this is different
Everyone puts CRM on Salesforce. We put the ERP there too — Cortexium.
The usual architecture
CRM — Salesforce · Sales · Service · Marketing · Field Service
Integration layer · sync jobs · field mapping · nightly reconciliation
ERP — separate legacy system · Material · Warehouse · Finance · Pricing
- Every order re-keyed between two systems
- Two vendors, two roadmaps, two audit trails
- The won order reaches the plant a day late
Manufacturing 360
CRM · Sales · Service · Marketing · Field Service
Cortexium ERP · Material · Warehouse · Finance · Master Data · Pricing
One Salesforce metadata spine · one security model · one record
- One record — nothing is ever re-keyed
- One vendor, one roadmap, one audit trail
- The won order hits the plant the same second
No middleware. No second system. No reconciliation. One platform from enquiry to invoice.
Replace fragmented plant and CRM tools with one platform
Common challenges we solve
- Sales, service and the plant running on separate tools
- No link from a won order to the shop floor
- Manual quotes, pricing and tender compliance
- Stock-outs — no batch or serial traceability
- Duplicated master data across CRM and Cortexium ERP
What Zuci.AI delivers
- One spine — CRM to Cortexium ERP, sale to shop floor
- Quote → order → production, always in sync
- Enterprise pricing engine, zero manual error
- Real-time inventory: batch, serial and GRN
- One governed master-data source of truth
Platform architecture
How it connects — data flows up, workflows flow down
ExperienceCustomer Portal · Web · WhatsApp · Email · Phone · Field App
AIAgentforce & Agentic AI · Agents · Bots · Copilots · Trust Layer
CRMSales · Service · Marketing · Field Service · Customer Portal · Analytics
Cortexium ERPEmbedded in Salesforce · Material · Warehouse · Finance · Master Data · Pricing · Production
PlatformMetadata platform · Workflows · Security · Shared Data Model · APIs & Events
Data flows upWorkflows & actions flow down
Capability map
Everything Manufacturing 360 brings — across CRM and Cortexium ERP
Quote & CPQ
Configure, price and quote fast.
Marketing Automation
Campaigns, journeys & lead scoring.
Omnichannel Service
Email, web, WhatsApp & chat.
Field Service
Assets, work orders & dispatch.
Material Management
Requisition → RFQ → PO → GRN.
Warehouse Management
Stock, batch, serial & counts.
Finance & Accounting
Invoicing, costing and cash.
Master Data
Material, customer & vendor.
Pricing Engine
Condition records & procedures.
Customer Portal & Mobile
Self-service plus Quba field app.
Agentforce & Analytics
AI agents, dashboards & forecasts.
How the processes run
Every stage a governed step — with the Cortexium ERP hand-off built in
Enquiry to order — lead-to-cash
- 01Capture & Qualify
Lead from web, expo, dealer or field app. Scored and routed.
- 02Account & Opportunity
Opportunity typed — project, repeat, tender or spares.
- 03Product & BOM Select
Configure to spec against the material master and BOM.
- 04Price & Quote
Condition records apply the price. CPQ builds the quote.
- 05Approve & Sign
Discount gates, tender checklist, e-sign and stamping.
- 06Convert to Order
Won quote becomes a Cortexium sales order. Nothing re-keyed.
Quote accuracy is enforced by the pricing engine, not by the rep — and the plant sees the order the moment it is won.
Contact to closure — omnichannel service
- 01Capture
Email, web, WhatsApp, chat, phone or the customer portal.
- 02Identify & Entitle
Asset serial, warranty and AMC checked automatically.
- 03Route & Prioritise
Omnichannel routing to the right queue against the SLA clock.
- 04Diagnose
Knowledge articles and AI copilot suggest the resolution.
- 05Resolve or Escalate
Fixed remotely, or raised as a field service work order.
- 06Close & Learn
CSAT captured, article updated, failure trend logged.
The SLA clock, the entitlement and the asset history are on the case automatically — the agent never has to go looking.
Demand to pipeline
- 01Segment
Build audiences from CRM, Cortexium buying history and territory.
- 02Campaign
Email, web, WhatsApp, social, expo and webinar in one plan.
- 03Nurture
Journeys adapt to what the prospect actually opens and clicks.
- 04Score & Qualify
Behavioural and firmographic scoring promotes the MQL.
- 05Hand Off
MQL lands on the right rep with full engagement history.
- 06Attribute
Pipeline and closed revenue traced back to the campaign.
Marketing is measured against pipeline and revenue, not against sends — every rupee is traceable to an opportunity.
Work order to sign-off
- 01Raise Work Order
From a case, a preventive schedule or an installation order.
- 02Plan & Schedule
Skills, territory and shift matched to the appointment slot.
- 03Dispatch
Engineer receives the job, route and asset history on mobile.
- 04Execute On-Site
Checklists, readings and photos captured — online or offline.
- 05Consume Spares
Parts issued against warehouse stock and the serial record.
- 06Report & Close
Digital service report signed on-site, invoice triggered.
The engineer arrives knowing the asset's full history — and the spare consumed on-site leaves warehouse stock the same moment.
Requisition to receipt
- 01Requisition
Raised from a BOM shortfall, reorder level or project plan.
- 02RFQ to Vendors
Floated to approved vendors from the vendor master.
- 03Compare & Select
Quotes compared on price, lead time and past performance.
- 04Purchase Order
PO released through the approval matrix and value limits.
- 05Goods Receipt
GRN against the PO, with rejection and short-supply capture.
- 06Invoice Match
Three-way match — PO, GRN and vendor invoice — then pay.
Every rupee of spend traces back to a requisition, an approval and a receipt — audit-ready without a reconciliation exercise.
Receipt to dispatch
- 01Receive
GRN posts stock in, with batch and serial captured at the gate.
- 02Putaway
Directed to the right bin, plant and storage location.
- 03Hold & Track
Live on-hand by batch, serial, location and stock status.
- 04Pick
Allocated against the sales order, work order or transfer.
- 05Pack & Dispatch
Packed, weighed, documented and shipped to the customer.
- 06Count & Correct
Cycle counts and adjustments keep the book matching the floor.
Batch and serial traceability from the gate to the customer site — and a stock figure sales can actually quote against.
Dispatch to cash
- 01Invoice
Raised from the dispatch, priced by the same condition records.
- 02Post to AR
Receivable created against the customer with credit terms applied.
- 03Collect
Ageing, reminders and portal payment against the outstanding.
- 04Cost the Order
Material, labour and overhead posted to the cost centre.
- 05Budget & Cash
Bank, cash position and budget consumption tracked live.
- 06Close & Report
Period close, fixed assets, depreciation and management MIS.
Margin is visible per order while the order is still open — not three weeks after the month has closed.
Request to publish
- 01Request
New material, customer, vendor or price raised on a form.
- 02Validate
Mandatory attributes, classification and tax fields enforced.
- 03De-duplicate
Matched against existing records before anything is created.
- 04Approve
Stewardship approval by data owner and finance control.
- 05Publish
Released once to CRM and Cortexium ERP — a single record.
- 06Govern
Change history, ownership and periodic review kept on record.
One material code, one customer record, one price — so the quote, the order and the invoice can never disagree.
Product views
See it in action
Sales
Search Manufacturing 360
Total Pipeline₹2.2MOpen value
Open Deals117In pipeline
Win Rate38%Trailing 90d
Quotes Sent54This month
My Tasks
Discovery call — Acme Forgings
Send quote — Zuci Ltd
Compliance review — Tender 42
Quotes
Q-1041 — Sent
Q-1039 — Won → ERP order
Q-1036 — Draft
Today’s Events
Deal review — 3:00 PM
Pricing sync — 5:00 PM
Plant visit — 6:30 PM
Service
Search Manufacturing 360
Open Cases48Active
SLA Met96%On time
Avg Handle2.4hPer case
CSAT4.6of 5
My Queue
#8841 — WhatsApp
#8839 — Email
#8835 — Live Chat
Assets & Warranty
UPS 10kVA — In warranty
Battery bank — AMC active
Rack 42U — Out of warranty
Recent Cases
#8830 — Resolved
#8828 — Escalated
#8825 — New
Field Service
Search Manufacturing 360
Work Orders31Open
First-Fix Rate92%This month
Appointments18Today
Engineers12On shift
Today’s Schedule
SA-0904 — 10:00 · Pune
SA-0911 — 12:30 · Mumbai
SA-0918 — 15:00 · Nashik
Asset History
Serial JP2026… — 4 visits
Last service — 22 Jul
Under warranty till Mar-27
Spare Requests
SR-00371 — Approved
SR-00368 — Pending
SR-00362 — Issued
Customer Portal
Search Manufacturing 360
Portal Users5.2KActive
Self-Service72%Deflected
Open Cases31In progress
Renewals Due48Next 30 days
My Cases
#5521 — Awaiting reply
#5518 — Resolved
Log a new case
Orders & Invoices
SO-8830 — Dispatched
INV-4471 — Due 12 Aug
Download invoice
Assets & AMC
UPS 10kVA — 12 units
AMC expires 31 Mar 27
Renew online
Cortexium ERP
Cortexium — an enterprise-grade ERP core, native to Salesforce
Front office · Sales · Service · Marketing · Field Service · Customer Portal · Quba Mobile
Material Management
Material master and BOM, purchase requisition, RFQ, purchase orders, approvals and goods receipt.
Warehouse Management
Stock by batch and serial, goods movements, pick and putaway, cycle counting and adjustments.
Finance & Accounting
Customer invoicing and AR, cost centres, budgets, bank and cash, fixed assets and depreciation.
Master Data
Company and org structure, material, customer and vendor master — governed and de-duplicated.
Pricing Engine
Condition records, pricing procedures, discounts and taxes — applied automatically on every quote and order.
One platform — the same metadata, security model and 360° record for CRM and ERP.
Quote → order → procurement → production → dispatch → invoice, with no re-keying between systems.
Agentforce for Field Service
From a WhatsApp message to an engineer on site
The agent identifies the asset and its AMC, opens a case against the SLA, finds the nearest engineer, reserves the spare and keeps the customer updated.
- Asset, warranty and AMC checked automatically
- Case created with the right priority and SLA
- Nearest certified engineer dispatched with spares reserved
- Live tracking and updates sent to the customer
Agentforce · Field Service Agent Manufacturing · WhatsApp · Web · Customer Portal
Live
Hi, our UPS 10kVA at the Pune plant is showing a battery fault alarm.
I’m on it. I found asset UPS 10kVA · Serial JP2026-114 at Pune Plant 2. It’s covered under AMC until Mar-27.
Case #8841 created
Priority: HighSLA: 4 hoursChannel: WhatsApp
The nearest certified engineer is Rahul K., 12 km away. A replacement battery module is in stock at the Pune warehouse.
Work order WO-3312
Engineer: Rahul K.ETA: 11:30 AM todaySpare BM-48V reserved
Perfect. Can he come today?
Yes, Rahul is confirmed for 11:30 AM. I’ll send live tracking when he’s on the way.
Technician dispatched · live tracking sent
Message the field service agent…
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Mobile field force · Quba
Mobile — the field force in your pocket
Built on the Quba mobile framework — online or offline, writing straight back to Salesforce and Cortexium ERP.
Customer ConnectAccounts, orders, ledger and outstanding — on the go.
Target TrackerTarget versus actual for every rep and territory, live.
Journey PlannerBeat plans, route compliance and geo-tagged visits.
Sales Home
₹2.2MPipeline
54Quotes
New lead — Acme Forgings
Order → ERP
Beat plan · 6 stops
Service Home
31Open WO
92%First-fix
SA-0904 · 10:00
Asset history
Create ticket
Manager Cockpit
38%Win rate
96%SLA
Team targets
Journey compliance
Live KPIs
Value chain
One connected flow — from first enquiry to installed base
01
Demand to Quote
Marketing & DemandCampaigns, expos, MQLs
Lead & OpportunityQualify and plan the account
Product & BOM SelectConfigure to the specification
Configure Price QuotePrice lists and conditions
Negotiate & ApproveDiscount and margin gates
02
Order to Dispatch
Sales OrderQuote converts, no re-keying
Procure & ReceivePR → RFQ → PO → GRN
Inventory & TraceabilityBatch, serial, multi-plant
Plan & ProduceBOM-driven production plan
Dispatch & InvoiceShip, bill and collect
03
Install to Renew
Install & CommissionWork orders, site-readiness
Customer PortalOrders, documents, invoices
Service & SLAOmnichannel cases at SLA
Preventive & AMCScheduled maintenance visits
Renew & 360°Grow on the installed base
Governed hand-offs at every stage — pricing, tender compliance and batch / serial traceability baked into one record.
Reference implementation
Proven in battery & UPS — ready for your plant
One of our flagship manufacturing implementations — Prostarm runs sales, service and field service on Salesforce, seated on the Cortexium ERP core. The same accelerator, configured for your business: a proven blueprint, not a blank canvas.
Sales & Lead-to-CashOpportunity types, CPQ, price lists and quote → Cortexium sales order.
Omnichannel ServiceCases at SLA across email, web, WhatsApp and the portal.
Field ServiceAsset serial history, work orders, dispatch and site-readiness PDFs.
Cortexium ERP CoreProcurement, inventory, pricing, finance and quality — Salesforce-native.
Customer PortalSelf-service cases, orders, invoices, assets and renewals.
Mobile Field ForceQuba sales, service and manager cockpit apps in the field.
Leverage the Prostarm blueprint to go live faster — for any discrete or process manufacturer.
Why choose Zuci.AI
What makes us different
Quality First
We guarantee the highest quality of work. We don’t outsource — we invest in our team.
Decade-long Footprint
Decades of experience across industries — comfortable in English, Arabic, Japanese and more.
Customers as Partners
We believe in winning together. Your success is genuinely our success.
Detail That Matters
We pay attention to your minutest requirement and understand its business significance.
Maximize Existing Investment
We don’t reinvent the wheel — we extend what you already have before exploring more.
Always Learning
We don’t claim to know everything. We commit to learning what’s needed to deliver.
Transparency in Our DNA
We thrive on involving partners every step. Great ideas can come from anywhere.
Self-sufficient Customers
We want your team to own and operate Salesforce confidently after we’re done.
100+Implementations
9.8/10CSAT score
35+Certified consultants
25+Customers
RidgeSalesforce partner
Let’s build your connected 360°.
Manufacturing 360 — CRM and Cortexium ERP on one Salesforce platform. Proven in battery & UPS.
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