SALES & CRM / 01
Opportunity Workspace
Opportunity Workspace is available in the publisher-maintained product.
Sales & CRM
CPQ for Industrial Automation
CPQ for Industrial Automation gives teams a ready-to-use sales & crm workspace for managing core records, decisions, and operational follow-through in one place.
Sign up to install. Sign in to return to your workspace.
Schema, views, workflows, and roles stay connected in one workspace.
Operating threadOpportunity Workspace
- 01Review prioritiesOpen Opportunity Workspace to review the current workload…
- 02Keep work currentCreate and update operational records as work moves forward…
- 03Track outcomesUse the app's views and dashboards to monitor progress, resolve…
One connected Sales & CRM workspace — schema, views, workflows, and roles included.
- 30 Tables included in the app
- 650 Configured across the schema
- 10 Workflow starting points
- 4 Analytics and summaries
- 4 Suggested roles and scopes
What's inside
CPQ for Industrial Automation, ready to run.
CPQ for Industrial Automation gives teams a ready-to-use sales & crm workspace for managing core records, decisions, and operational follow-through in one place.
WORKSPACE / 02
Opportunity Workspace
Use Opportunity Workspace as the primary workspace for CPQ for Industrial Automation. The app includes the schema, views, pages, and workflow foundations needed to organize day-to-day operations without copying source records.
How it works
From published app to your operation.
Use Opportunity Workspace as the primary workspace for CPQ for Industrial Automation. The app includes the schema, views, pages, and workflow foundations needed to organize day-to-day operations without copying source records.
- 01
Activate the app
Add the publisher-managed product to your workspace and start using it with your organization data.
- 02
Review the schema
Start with 30 tables and the included relationships, forms, and views.
- 03
Configure the workflow
Set workspace roles, permissions, and supported workflow options for the process you run.
- 04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Built for the whole team
One workspace, every role.
Operators, managers, and builders work from the same Sales & CRM app.
Daily teams
Run CPQ for Industrial Automation with the tables and views needed for repeated operational work.
Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
Ready to configure
Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.
Rollout
From install to operating model.
Adopt the app at your pace — start on day one, then configure, operate, and scale.
- Day 1
Activate
Start using the app, review the included process, and add the first workspace records.
- Week 1
Configure
Set roles, workspace options, and the first supported integration or Proto workflow.
- Month 1
Operate
Move real work through the app and refine reports from day-to-day usage.
- Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
FAQ
Common questions.
What do I get when I activate CPQ for Industrial Automation?
The app becomes available to your workspace with its supported schema, views, forms, workflows, and configured starting data. Your organization uses the shared product with its own access and records.
Who owns and maintains the app?
The publisher owns and maintains the base app. Your organization controls its workspace data, users, roles, and available settings.
Start
Start with the complete application.
CPQ for Industrial Automation installs as a normal ERP·AI app in your workspace — edit tables, views, workflows, and roles freely. ERP·AI handles product access and any implementation support.
Product access
Published app
Install a working Sales & CRM workspace with real structure on day one.
- 30 Tables
- 650 Fields
- 10 Proto
- 4 Reports
Operational rollout
Scoped to your team
Configure, migrate, validate, and launch the processes your team runs every day.
- Process and role configuration
- Data migration and integrations
- Launch and ongoing support
Support
Bring us the real operation.
Questions about fit, migration, or rollout? Talk with the team that can connect the software to the way your operation works.
support@erp.ai