B2B Pipeline with Checklist Gates
Track opportunities across Lead → Surveying → Pilot → Closed Won with mandatory checklist gates before stage transitions.
B2B Sales & Post-Sales✓ Shipped
End-to-end B2B customer management from site survey and Pilot to device operations
Runs on the Fizibox Luna platform · Shares permissions, organizational memory and Floor/Gated/Auto approvals.
Surveying04
Site Survey · 11/11 ✓
Binh Duong Wood PlantReady for Pilot gateSurvey · 8/11
Tan Thuan Logistics HubMissing RTSP & power mapPilot (5 Phases)03
Phase 3/5 · Telemetry Online
Zone B Textile Complex2 Edge Nodes · Heartbeat 99.9%Fizibox LunaSurvey timeline synced · Ready to create Pilot transition ticket (Gated)
KEY CAPABILITIES
A CRM that understands technical context instead of only storing form fields
Site Surveys & Visual Inspection
Attach 11-item site surveys and floor photos; Luna describes and analyzes findings per survey objective without overwriting raw notes.
Batch Namecard Scan & De-duplication
Batch-extract business cards into reviewed customer/contact creation or merge proposals.
Device Logs & Maintenance Schedules
Manage customer-deployed devices, warranty/maintenance schedules, incidents and live health telemetry from Fizibox Cloud.
AI Lead Scoring & Next-Best Action
Score opportunity readiness from real interaction history and suggest next actions for the account owner.
Timeline-to-Knowledge Sync
Interaction logs sync into the knowledge review queue so new account owners can query the full time-stamped history.
HUMAN-IN-COMMAND WORKFLOWS
Sales, Engineering and Luna collaborate on one customer record
01Locate
System locates the customer record and verifies owner permissions.02Verbatim Read
Luna reads survey, quote and ticket timelines with DataAsOf timestamps.03Sales Decides
Sales selects the approach and confirms the follow-up task.04Record
Logs interaction and calendar event into CRM.CROSS-MODULE INTEGRATION
CRM is the hub connecting Quoting, Support and Field Devices
01
Technical Quoting
Quoting (Quote Room)
From RFQ and BOQ/BOM take-off to Confirmed costing, revisions and approvals.
Explore →02
Goal Orchestration
Automation & Work
Suggest tasks from goals, build work plans and govern actions via Floor/Gated/Auto.
Explore →03
Service & Support
Tickets & Org Email
Multi-portal & IMAP tickets, CRM auto-linking, reply drafts and 24h SLA reminders.
Explore →04
Physical Infrastructure
Fizibox.OS & Physical Infra
Connect cameras, sensors and field infrastructure directly from Fizibox Luna.
Explore →Test B2B CRM Module on your own data
Our team will configure sample permissions and run a live walkthrough with your team.
Luna — Fizibox AssistantB2B CRM
Hi! I'm Luna 👋 You're viewing B2B CRM (B2B Sales). Would you like to explore its capabilities, approval workflows, or schedule a Pilot on your data?