Sales in a box. More sales without adding people.

A sales process is what you are supposed to do. A play is what actually happens.

We built our process, TIPS, into plays. Every stage has its plays. You call them, we run them, you approve. AI agents that stop at your desk. Nothing reaches your customer without you.

Target plays

Influence plays

Propose plays

Sign plays

100+ companies proven • Enterprise-backed • Built to scale

Compare to Other CRMs

SalesV2 Work Queue showing RFQs, Quotes, Tasks, and Approvals in one unified view

Received

Assigned

Quoted

Task

On-time

Approval

Sales in a box. More sales without adding people.

A sales process is what you are supposed to do. A play is what actually happens.

We built our process, TIPS, into plays. Every stage has its plays. You call them, we run them, you approve.

Target playsWho you sell to, and what you know about them.

Find new customers: mock-up of the play in SalesV2 CRM — Find new customers
Finds companies like your best ones by industry, finds the people, builds the list and parks the first email for your approval.

Rank my customers A, B and C: mock-up of the play in SalesV2 CRM — Rank my customers A, B and C
Tiers every account on what it has shipped, so the calls, the visits and the campaigns go to the right names first.

Fill in what I don’t know about an account: mock-up of the play in SalesV2 CRM — Fill in what I don’t know about an account
Adds revenue, headcount, industry code, website and LinkedIn to an account from public sources, and shows you what changed before it saves.

Plan my customer visits by route: mock-up of the play in SalesV2 CRM — Plan my customer visits by route
Puts your accounts on a map, picks the ones within reach of a trip and orders the day.

Match a part to everyone who buys it: mock-up of the play in SalesV2 CRM — Match a part to everyone who buys it
Looks across your order history for the part families each customer buys, so a new inquiry lands with the history beside it.

Merge my duplicate accounts and contacts: mock-up of the play in SalesV2 CRM — Merge my duplicate accounts and contacts
Finds the same company entered three ways, proposes the merge, keeps every order and email, and lets you undo it.

Influence playsWhat they hear from you, before they ask.

Write the emails, posts and case studies: mock-up of the play in SalesV2 CRM — Write the emails, posts and case studies
Drafts the value proposition, the email, the social post and the web case study from what you already sell; you edit, you approve.

Keep my social feeds alive: mock-up of the play in SalesV2 CRM — Keep my social feeds alive
Schedules the posts across your channels from one calendar; every post waits for approval before it goes out.

Win back the quiet ones: mock-up of the play in SalesV2 CRM — Win back the quiet ones
Finds the customers who stopped ordering, drafts the note that fits their history, and parks the campaign for your approval.

Propose playsEvery request answered, every quote chased.

Answer every RFQ within the hour: mock-up of the play in SalesV2 CRM — Answer every RFQ within the hour
Reads the RFQ email, files it, assigns it and sends the acknowledgement under your rules, before anyone opens the inbox.

Chase my quotes to PO: mock-up of the play in SalesV2 CRM — Chase my quotes to PO
Lists every quote that never came back as a PO, drafts the follow-up, and sends it after you approve.

Catch the quote about to expire: mock-up of the play in SalesV2 CRM — Catch the quote about to expire
Flags the quotes reaching their expiry date with the customer still silent, so you re-quote before you lose them.

Sign playsKeep them, grow them, deliver on time.

Sell them what they buy elsewhere: mock-up of the play in SalesV2 CRM — Sell them what they buy elsewhere
Shows what each customer buys from you and what they buy from someone else that you already make.

Reach the divisions we don’t serve yet: mock-up of the play in SalesV2 CRM — Reach the divisions we don’t serve yet
Maps the sister plants and group companies of a customer you already ship to, finds the people, drafts the note and parks the campaign.

Catch the customer going quiet: mock-up of the play in SalesV2 CRM — Catch the customer going quiet
Flags the account whose orders are tapering off while a phone call can still turn it around.

Tell the customer when it ships: mock-up of the play in SalesV2 CRM — Tell the customer when it ships
Sends the tracking notice the moment the shipment leaves, signed by the person they know.

Warn purchasing before a promise date slips: mock-up of the play in SalesV2 CRM — Warn purchasing before a promise date slips
Watches promise dates against the shop’s progress and warns the customer’s buyer before the date passes, not after.

Tell vendors what we need from them: mock-up of the play in SalesV2 CRM — Tell vendors what we need from them
Sends the PO award to the vendor within the hour and the open-order status every week, from your purchasing data.

Get new parts in front of QC first: mock-up of the play in SalesV2 CRM — Get new parts in front of QC first
Tells quality about every new part before the job starts and keeps the first-article queue current.

AI agents that stop at your desk. Nothing reaches your customer without you.

Nineteen plays. Every one of them parks its result for your approval before anything is sent. Mock-ups use fictional companies and data.

Two Ways to Run Every Play

Same engines, same approval gate. You choose whose hands are on the controls, play by play.

Leave it to the tool

Tell it who you want. It asks until it knows, shows you the price, does the work, and parks the result on your desk. Nothing reaches your customer until you approve it.

Target play Find new customers

Nothing sends until you approve

industries:332710 Machine Shops · 3323 Fabricated Metalstates:Texaswho to find:Purchasing Manager, Ownerhow many:50 peoplethe pitch:Custom springs, two-week lead times, no minimums

Most of your customers are machine shops and metal fabricators in Texas. Start there, or tell me who you want to find?

Machine shops and metal fabricators in Texas, any size. Purchasing managers and owners. 50 people.

What should the note say about what you do for shops like these?

We make custom compression and extension springs with two-week lead times and no minimums.

Industries: Machine Shops and Fabricated Metal. Where: Texas. Size: any. Who: Purchasing Managers, Owners. How many: 50. Pitch: custom springs, two-week lead times, no minimums. Shall I run it?

Yes, run it.

Ready. Click Run the play and I’ll do the rest.

Describe how you want to find them: by NAICS, industry, location, company size…

This play will use 25 credits and up to 50 of this month’s prospecting allowance. It creates prospects, a target list and a draft campaign that waits for your approval. OK to continue?

Not now Run (25 credits)

Find the companies and people
50 people with a verified email
Add them to your CRM as prospects
8 new accounts, 50 new contacts
Build the target list
50 people
Write the note
From your pitch, in your words
Park the campaign for your approval
Waiting for your approval

The campaign waits in the Action Queue. You read the note, you approve, then it goes.

The play as it runs: the conversation, the price, the five steps. Names and counts are fictional.

Drive it play by play

Every play is built from modules you can open yourself: the Work Queue, Strategy, Target Lists, Campaign Hub. One screen, every RFQ, quote and order, with your hands on the controls.

SalesV2 Work Queue: every RFQ, quote, task and approval on one screen, with the TIPS menu down the left — The Work Queue. Where the Propose plays happen when you drive them yourself: every RFQ email, quote and follow-up visible as it moves.

Your first play, free

Connect your JobBOSS. We run Find new customers on your own book.

A twenty-minute call, a read-only connection, and one play: the tool finds companies like your best customers, the people to write to, and drafts the note. It parks on your desk. Nothing reaches anyone until you approve it. No licence, no card, no credits for the first run.

JobBOSS cloud or on-premises, connected in a day.
You see the list and the note before anything is sent.
Read-only on your ERP. We never write to JobBOSS.

Running today, at real shops

A Houston spring maker

PO awards go to its vendors within the hour, 23 vendors, since September 14.
The pick list reaches the stockroom every working morning at 6:00, since September 9.
Open quotes are chased to PO every weekday afternoon, since July.

A Texas weld and fabrication shop

Every RFQ email is filed, assigned and acknowledged under its own rules, since the summer.
The owner approves the quote follow-ups from his phone; the tool sends them.

Names withheld at the shops' request. Every fact above is a live automation on the date shown; ask on the call and we will show you the send log.

The Simple CRM for Mid-Market Manufacturing

Finally, a mid-market CRM that integrates with your ERP—not against it

Manufacturing ERP Integration

Seamless RFQ-to-Quote-to-Order lifecycle with automated workflows. Get reminders, status updates, and real-time cost data that drive the sales process forward.

All accounts, RFQ requests, quotes, orders, shipping in SalesV2 CRM
View complete RFQ → quote → order lifecycle
View deviations from regular monthly/annual behavior
Integrate with external procurement systems
Add additional contacts and roles
Enrich existing contact data (email, mobile, industry, role)
See RFQ performance, quote performance, order performance

CRM-First Sales Management

Accounts, contacts, opportunities, and RFQ management belong in your CRM—not as an afterthought in your ERP. Manage your entire sales process where it belongs.

Operate sales-centric data in SalesV2 CRM
No need for separate shared folders or Excel sheets
Naturally interact with email from CRM
See all communication and attachments by RFQ/quote
Automate RFQ follow-ups and communication
Use templates for social media and email automation
Find new prospects by entering industry, size, geography

Why Mid-Market Teams Choose a Simple CRM

You don't need enterprise complexity. You need a simple CRM that your mid-market team will actually use—one that connects to your ERP (Acumatica, Epicor, JobBOSS, ECI, SAP, NetSuite, Infor, and more) and guides reps through proven sales processes.

No 6-month implementationNo sales ops team neededNo consultant requiredERP-native workflows

SalesV2: The CRM Platform.Powered by TIPS Methodology.

SalesV2 is a complete CRM platform—not just a methodology tool.

Built on the proven TIPS framework, our CRM guides your team through every stage: from targeting ideal customers to closing and expanding accounts.

SalesforceHubSpotPipedriveZoomInfoClearbitOutreachClariExcelZapierSalesV2

Target: Know who you're selling to and why they should choose you

Visual Revenue & Process Planning

Click to enlarge

Visual Revenue & Process Planning

Design your entire sales motion on Kanban boards while planning revenue. Define Action Paths, set targets, analyze gaps, and let AI generate your playbook in minutes.

Visual playbook design with drag-and-drop
280 pre-built actions across all TIPS stages
Validate team size and geography goals
Analyze deal volumes by type: New/Grow/Retain
Pipeline forecasting with gap analysis
AI-powered path generation wizard
Drag-and-drop revenue planning

Build Target Market

Click to enlarge

Ideal Customer Profile & Lead Discovery

Define your target market by firmographics. Augment existing data and add new prospects—all built-in.

Specify Industry (NAICS codes), Geography, and Size
Built-in lead augmentation—no ZoomInfo needed
Enrich existing contacts with updated data
Add new prospects matching your ICP
Competitive intelligence tracking

Ready to switch to a CRM that guides your team?

SalesV2 replaces your disconnected tools with one complete CRM platform—built on the proven TIPS methodology.

💼Already have Salesforce, HubSpot, or another CRM?

We've implemented TIPS at 100+ companies using existing tech stacks. If switching isn't an option, our consulting team can help.

Learn About Consulting

TIPS Methodology. Any Platform.

Not ready to switch CRMs? No problem. We've implemented TIPS at 100+ companies using Salesforce, HubSpot, Dynamics, and custom stacks.

100+

Companies Transformed

30+

Years Delivering Strategy & Execution

$1B+

Revenue Impact

100%

Referenceable

Consulting Services

Full-service TIPS implementation for companies with existing technology investments.

TIPS Strategy & Sales Process Design

We'll map your current sales motion to the TIPS framework and design a process that fits how YOUR business works.

Key Deliverables:

Current state assessment
TIPS methodology mapping
Custom sales playbook design

CRM Configuration & Optimization

Already have Salesforce, HubSpot, or another CRM? We'll configure it to support TIPS methodology.

Key Deliverables:

Pipeline stage configuration
Custom fields & objects
Workflow automation

ERP Integration

Connect your CRM to your ERP and accounting systems. No more double data entry.

Key Deliverables:

Integration architecture
Data mapping & sync
Quote-to-cash workflows

Marketing Automation Setup

Align your marketing automation with TIPS stages for seamless lead nurturing.

Key Deliverables:

Lead scoring models
Nurture campaign design
Sales & marketing alignment

Sales Team Training

Get your team up to speed on TIPS methodology with hands-on workshops.

Key Deliverables:

TIPS methodology training
Role-specific playbooks
Practice scenarios

Fractional Sales Leadership

Need experienced sales leadership without the full-time cost? We can help.

Key Deliverables:

Sales strategy development
Team performance management
Pipeline reviews

CRMs We Work With

We configure these platforms to support TIPS methodology

ERPs We Integrate

Seamless integration between your CRM and ERP systems

Compare to Other CRMs

You bought Salesforce because it's "the best." Now you have 47 unused features and your reps still use spreadsheets. Sound familiar?

Feature	SalesV2New Generation	HubSpot	Pipedrive	Salesforce
Consultant Required		Recommended		Required
Setup Costs	$5,000	$25,000	$15,000	$50,000
Setup Time Before Live	1 week	4 weeks	3 weeks	6 weeks
Sales Process Management	Action Paths (visual playbooks)	Sequences (marketing-focused)	Activities (basic)	Workflow builder (requires admin)
Pipeline Stages	4 (TIPS)	10+ configurable	Customizable	Unlimited complexity
Daily Action Guidance			Partial
Built-in Lead Discovery
Contact Enrichment		Extra Cost	Extra Cost	Extra Cost
Visual Process Design		Partial	Limited	Complex
Revenue Planning		Enterprise only	Add-on	Add-on
ERP Integration		Middleware	Middleware	Middleware

"Traditional CRMs make you log what happened yesterday. SalesV2 tells your team what to do today—through visual Action Paths that turn TIPS methodology into daily execution."

See It In Action Compare Pricing

Proven Methodology.Enterprise Execution.

TIPS wasn't invented by engineers guessing what salespeople need. It was refined through 100+ real-world implementations—from Fortune 50 to startups—and built by enterprise software professionals.

After implementing TIPS at 100+ companies—from Fortune 50 enterprises to 10-person startups—we kept seeing the same problem: great methodology dying in spreadsheets and complex CRM configurations.

So we built proper software. SalesV2 is backed by enterprise software professionals whose combined experience supporting Fortune 500 companies spans decades — and by COMPRSA, our dedicated development, QA, and support organization. You get enterprise-grade architecture with mid-market simplicity, and a real team behind it.

Methodology Track Record

100+ companies transformed with TIPS
Billions in revenue influenced
Fortune 50 through 10-person teams
Live customers since 2025

Enterprise-Grade Foundation

Decades of combined enterprise software experience
100+ developers supporting Fortune 500 clients
SAS70/SSAE16 audited operations
Professional support, not chatbots

Our development team's enterprise experience includes

AT&TBaker TillySkillsoftCornerstoneLibertyG&A PartnersPrismHRGP Strategies

Founder's Vision

Marius Swart, Creator of TIPS Methodology

"After transforming 100+ companies with TIPS methodology, I was tired of watching great sales frameworks die in Excel spreadsheets. We built SalesV2 to make proven methodology executable—not just documented."

Connect on LinkedIn

Live customers since 2025 — now expanding access

Ready to Simplify Your Sales?

TIPS is launching now. Get early access to the CRM that combines proven sales methodology with modern, enterprise-grade software.

Battle-tested methodology, proven at 100+ companies

Start building your sales playbook in minutes

Enterprise-grade support from day one

Be among the first to transform your sales

See SalesV2 in action

Custom pricing for your team