Digitize Your Entire Lead-to-Cash Journey

From Lead capture to Opportunity, Quote, Order, Invoice and Payment — automated with one Business Process Flow, live pricing, one-click PDF documents and an in-form AI assistant (Bitsquad SalesBot).

▶ Watch Video Demo Request Live Demo →✦ Meet SalesBot

Role-Based Security

STAGE PROCESS VIEW

BPF: Qualify → Develop → Propose → Close

Automation: Business Rules, JavaScript and Power Automate carry data forward automatically — no re-typing between stages.Explore the AI Assistant →

Everything You Need, Built In

A complete, low-code sales module — configurable and upgrade-safe.

✦ AI ASSISTANT · BITSQUAD SALESBOT

Understand Any Record in Seconds

Click Ask on the form command bar and SalesBot opens in a right-side panel — the form stays visible and usable.

✦ Bitsquad SalesBot

Summary of this form

Key details, company information, contact information, CRM status and related records — followed by a simple overall summary.

in short in paragraph form

The same information rewritten as one concise paragraph.

what is d365?

Explains Dynamics 365 and relates it back to the record on screen.

Ask a question…Send

Capability	Example input	Response
Open assistant	Click Ask	Side panel opens with a greeting
Current form data	Summary of this form	Structured summary of the open record
Refine answer	in short in paragraph form	Concise paragraph
General question	what is d365?	Explanation tied to the record

Complete picture in seconds — no scrolling through tabs and sections.
Stay in context — no switching screens or tools.
Faster onboarding — new team members just ask.

▶ Product Walkthrough Video

Watch BitSquad Sales Suite in Action

See a Lead become a Payment — with automatic data carry-forward, live pricing, Quote revisions, PDF documents and the AI assistant.

Documents & Automation

Quote, Order and Invoice each have a Download PDF button built on Dataverse Word Templates — always consistent with live CRM data.

Stage	Template bound to	Output
Quote	Quote + Quote Product	Quote document
Order	Order + Order Product	Order confirmation
Invoice	Invoice + Invoice Product	Invoice document

Automation	Behavior
Quote approval / rejection	Processes customer response, updates Quote fields
Notification	Email or in-app alert on business events
Create Order	Builds Order and lines from accepted Quote
Create Invoice	Builds Invoice from Order context

🛡️ Least-Privilege Security

Five Roles. Right Access for Everyone.

Security Roles, Business Units, record ownership and Access Levels — no hierarchy security required.

Solution Architecture

Native Dataverse, low-code and packaged as a managed solution for Dev → Test → Prod.

✦ LIVE DYNAMICS 365 APPLICATION INTERFACE

See the Complete Sales Lifecycle in Action

Real screens from the BitSquad Sales Suite model-driven app — from Lead qualification to Payment tracking and the SalesBot panel.

Frequently Asked Questions

Ready to Automate Your Lead-to-Cash Process?

Book a live demo of BitSquad Sales Suite with our team.

Request Live Demo →

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