Sales and leasing, finally in sync

One platform.
Every revenue move.

Run prospects, contracts, commissions, reporting, and renewals from one connected workspace built for modern sales teams.

AiXGEN Company Pulse dashboard showing revenue, quota, and sales manager performance

Built for complex sales and leasing teams

01One source of truth
02Real-time reporting
03Renewal-ready workflows

Featured modules

Built for the Moments That Move Revenue

CRM pipeline

Move every opportunity forward

Give reps and managers a visual board for leads, prospects, presales, opportunities, and forecasts.

  • Track every lead and opportunity by stage
  • Spot stuck deals before they go cold
  • Make pipeline reviews faster and more useful
AiXGEN CRM pipeline board with leads, prospects, presales, and opportunities

Configurator

Build the right machine, faster

Guide reps through model, speed, paper, finishing, and accessory selection while keeping the configuration summary visible.

  • Reduce quoting mistakes before proposal
  • Connect base models to related items
  • Make complex equipment easier to sell
AiXGEN product configurator with finishing options and configuration summary

Theme appearance

A workspace that feels like yours

Combine serious business workflows with flexible themes, custom backgrounds, and a workspace your team enjoys using.

  • Choose light, dark, and branded styles
  • Keep the platform premium and current
  • Adapt screens around roles and workflows
AiXGEN appearance settings with theme and background selection

Notifications

Never miss a renewal window

Configure expiring lease visibility so reps and managers can act before renewals become last-minute fire drills.

  • Set expiration ranges for your sales cycle
  • Turn contract dates into conversations
  • Make renewal activity part of daily work
AiXGEN preferences screen for expiring lease notification ranges

Order processor

Verify every order before it moves forward

Work through a checks-and-balance queue with revenue, commission, and customer details visible before approval.

  • Review orders in a structured in-process queue
  • Run verification checklists before sign-off
  • Route verified orders to the next step with clear status
AiXGEN order processor checks and balance verification screen

Integrations

Connected to E-Automate

AiXGEN integrates with E-Automate in both directions — pull the information your team needs in, and push sales quotes out when proposals are ready to move forward.

Pull

Bring E-Automate data into AiXGEN

Work from current customer, equipment, contract, and pricing context without switching systems or re-keying information.

  • Sync customer and equipment records
  • Keep contract and pricing context available in AiXGEN
  • Reduce manual lookups across disconnected tools
Push

Send sales quotes back with precision

When a quote is ready in AiXGEN, push the sales quote into E-Automate with precise calculations — accurate totals, fewer errors, cleaner handoff.

  • Push structured sales quotes into E-Automate
  • Preserve precise calculation logic on export
  • Avoid duplicate entry after proposal approval

How it works

From Prospect to Lease Renewal Seamlessly

AiXGEN follows the natural lifecycle of an equipment sales team, from the first prospect record to renewal opportunity.

  1. Capture prospect

    Search customers, contracts, equipment, and contact details in one place.

  2. Create proposal

    Build structured sales proposals with product, cost, and revenue details.

  3. Submit sale

    Move approved opportunities into submitted sales workflows with cleaner handoff.

  4. Track renewal

    Monitor active contracts, expiring leases, customer history, and follow-ups.

One platform, focused views

Every team gets exactly what it needs.

Executive01

Make faster calls with a live view of revenue and risk.

Pipeline health, forecasts, gross profit, and team performance.

Sales02

Know what to do next and keep every deal moving.

Tasks, customer context, quotes, contracts, and commissions.

Operations03

Keep data clean and workflows moving across the business.

Approvals, product rules, reporting, and process control.

Control without complexity

Modern SaaS Control for Sensitive Sales Data

Secure access, clear ownership, and controlled movement across every revenue workflow.

01API

Authenticated access

02Roles

Report visibility

03Permissions

Permission-ready architecture

04Flow

Controlled data flow

Start a conversation

Contact us

Tell us where your sales process slows down. We will show you how AiXGEN can connect it.