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Module 02

ENGiOS Commercial connects pipeline work to delivery context.

The commercial module for leads, opportunities, proposals, templates, enrichment, scoring, and CRM synchronization.

02 Official module ENGiOS Commercial

ENGiOS Commercial

Commercial turns business development into governed operating data. It links leads, opportunities, proposal drafting, and decision signals to the same context that later supports engineering delivery.

What it governs

  • Lead and opportunity workflows connected to CRM records
  • Proposal lifecycle from draft through review, approval, sent, and outcome states
  • Template library, section editing, proposal files, and export path
  • Lead enrichment and opportunity scoring for better commercial prioritization

Technical signals

  • Twenty CRM integration through async GraphQL client patterns
  • Proposal service with sections, templates, approvals, and files
  • AI-assisted proposal drafting with proposal-specific knowledge retrieval
  • Commercial analytics for funnel and pipeline visibility

Not yet in scope

  • Native contract signature workflow
  • Automated billing handoff
  • Public sales portal

Related operating areas

Lead and opportunity workflows connected to CRM records

Review the access path
Read module docs Implementation services CRMProposalsLead enrichmentOpportunity scoringCommercial analytics