PRIORITY
Know who to contact first.
Use account scores and grades to set follow-up priority quickly.
FEATURE · CRM
Turn account history into a clear sales priority.
Analyze inquiry and booking history across reliability, deal volume, activity, and conversion to see which accounts deserve attention first.
ACCOUNT PRIORITY
CRM is not a contact list. It decides the next action.
Treating every account the same hides valuable revisit opportunities. A shared account standard directs the team's time toward customers with stronger transaction signals.
CONTEXT
Keep context through every handoff.
Bookings, revenue, recent activity, notes, and tags remain connected to the account.
REVISIT
Turn revisit timing into action.
Review recent events and transaction cadence, then leave a reminder at the right time.
FEATURE · 01
Four signals, one priority score.
Reliability, deal volume, activity, and conversion each contribute 25% to a 0-100 account score. Compare every account against the same operating standard instead of relying on memory.
- Four transaction signals weighted equally
- 0-100 score with S/A/B/C/F/N grades
- Automatic refresh when booking history changes
FEATURE · 02
Find priority accounts by grade.
Classify accounts from S through F, then sort by score and filter by grade. New accounts receive an N grade so they remain distinct from established and dormant customers.
- S/A/B/C/F/N grading
- Grade filters and score sorting
- Separate new and dormant accounts
FEATURE · 03
Keep the full account context together.
See booking count, confirmation rate, accumulated revenue, transaction frequency, recent inquiries, owner notes, and tags alongside the score. Understand why an account matters before taking action.
- Booking, confirmation, and revenue history
- Recent inquiry and transaction frequency
- Tags, notes, owner, and reminder context
FEATURE · 04
Move from score to next action.
After finding a priority account, move directly into its contacts, notes, and reminders. Record the revisit window after an event so the entire team shares the same follow-up action.
DATA SIGNALS
Automation steps
4
Based on the buyer journey
- Account-level follow-up priority
- Revisit reminders
- Connected organization, contact, and owner history
SALES ENGINE · FEATURES
Which plan includes which features?
From Sales-Engine Standard → Sales-Engine Pro → Sales-Engine PRO AI, each higher plan includes everything in the plans below it.
| Feature | Sales-Engine Standard Sales Engine package | Sales-Engine Pro Standard + VR & strategic data | Sales-Engine PRO AI All of Pro + AI automation |
|---|---|---|---|
| Website & social Sales Engine widget | |||
| Roovook sales platform integration (0% booking commission) | |||
| Unified inbox & inquiry management | |||
| Digital quote (e-RFP) issuance | |||
| Event & Sales Management System (EMS) | |||
| Automated review collection & SEO visibility | |||
| Marketing channel traffic analytics | |||
| Branded 360° VR (Matterport) | — | ||
| Custom Sales Engine & RFP design | — | ||
| Intelligent CRM & lead scoring | — | ||
| BEO · Event Order | — | ||
| Event Diagram · Table Layout | — | ||
| Strategic data analytics & market demand forecast reports | — | ||
| AI call & email auto-classification | — | — | |
| Roovis 1-second AI quote & one-click send | — | — | |
| Roovis Agent · sales agent | — | — |
GET STARTED
Turn a customer list into a sales priority.
Organize inquiry and booking history into scores and grades, then manage the accounts most likely to need your next action first.