Available now Salesforce delivery Salesforce
Codelign Workbench
A private enterprise AI workbench for Salesforce delivery teams.
Workbench brings org intelligence, development planning, testing, deployment support, support/debug RCA, intelligent workflows, and documentation into one governed workspace.
- Org-aware analysis and impact review
- Developer-approved build plans and change evidence
- Python-first testing agent and execution history
- Deployment validation, release evidence, and activity tracking
- Support/debug RCA with document, image, audio, and video evidence
- Org Explorer and Confluence-style process documentation
Pilot ready Revenue lifecycle Standalone
Codelign Revenue Lifecycle
A self-hosted revenue lifecycle platform — configure, price, quote, order, and manage the installed base.
The platform follows the revenue lifecycle process model, but is single-tenant with a purpose-built schema, so the CPU governors and query ceilings that make the incumbent slow simply do not exist. A 1,000-line reprice completes in 21 ms, and every calculation emits a full audit trace.
- Attribute-driven configuration and bundle composition
- Deterministic pricing engine — decimal maths, traced line by line
- Quoting, approvals, and contracted pricing
- Asset lifecycle with day-accurate amendments and renewals
- Order management, billing schedules, and revenue recognition
- Runs on AWS, GCP, or your own hardware — no vendor-locked services
Pilot ready Sales engagement Salesforce
Codelign Sales Engagement
Self-hosted sales engagement for Salesforce: activity capture, sequences, templates, and an inbox sidebar.
Sales Engagement watches every rep's mailbox and calendar, writes Tasks and Events owned by the rep, and runs multi-day sequences from the rep's own mailbox. One instance per customer, inside their own Google Workspace or Microsoft 365 tenant, so correspondence never leaves their perimeter.
- Email and calendar capture with scored Contact, Lead and Opportunity matching
- Multi-day flows in the prospect's timezone, ended by any reply or bounce
- Strict merge-field rendering, plus open and click tracking on your own domain
- Gmail and Outlook sidebars with live CRM context
- Call transcripts from Teams and Meet, summarised by a local model
- Salesforce API budget guard and an append-only audit log
Pilot ready E-signature Salesforce
Codelign E-Signature
A complete electronic signature engine running entirely inside Salesforce.
Templates, drag-and-drop field placement, routing and signing, all on the Salesforce platform — no external signing service and no per-user signature licence. 280 metadata components, 235 Apex tests at 95.2% coverage.
- Drag-and-drop signature, initials, date, text, checkbox and attachment fields
- Conditional and calculated fields, computed on the server
- Sequential, parallel, delegated and bulk sending
- Public self-service links and one-screen clickwrap
- Correct or void a sent envelope without losing signatures already collected
- Every envelope action on the record, audit-ready
In client review Demand planning Standalone
Codelign Demand Planner
Sales and operations planning: forecast demand, overlay business judgement, and route the numbers for approval.
Planners upload the sales workbooks they already keep, pick a statistical model, and overlay their own assumptions — discount, promotion, festival, inflation, competitor activity. The result runs through a configurable multi-level approval chain and lands in dashboards that mirror the Excel views the team already reads.
- Workbook import with remembered column mapping across seven dataset types
- A choice of statistical forecasting models
- Business-user overlays for promotion, festival, inflation and competitor activity
- Configurable multi-level approval chain
- Dashboards that mirror the planning views the team already uses
- Installs on the customer's own cloud, or a single machine, in minutes
Coming soon Managed hosting Managed
Codelign Cloud
Managed cloud option for teams that want hosted deployment and administration.
Cloud will extend the same grounded delivery model into a managed environment with organization controls, customer workspaces, and enterprise operations.
- Managed hosting and upgrades
- Customer workspace administration
- Telemetry and owner analytics
- Enterprise access and governance controls
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