AB Sales Management Service: Overview
AB Sales Management Service is the CRM side of AB Projects — a lightweight sales pipeline that lives inside the same workspace your team already uses for tasks and documents. There's no separate login, no extra tool to learn: leads, contacts, opportunities, and customers share the same organization, the same Microsoft Teams integration, and the same role model.
What you can do
- Capture leads — people or companies you want to sell to. Add them by hand, bulk-import, or let the Agent populate them via AI research.
- Track outreach — a clear status pipeline (New → Information filled → Contacted → Qualified → Disqualified) shows where every lead stands at a glance.
- Send templated email — HTML-friendly templates with
{{LeadName}}-style placeholders, sent from your organization's mailbox via Microsoft Graph. - Promote winners — convert qualified leads into customers and attach opportunities (deals) to track expected revenue and close dates.
- Automate the grind — the Agent can find missing websites, extract contact emails from a company's homepage, and send a first-touch email on your behalf, all on a 5-minute timer. You set the rules; it does the typing.
The four core objects
- Lead — an unqualified prospect. The most-used object; the whole automation pipeline targets leads.
- Customer — an established account you do business with. Created when a lead is ready to be treated as a real customer (or imported directly).
- Contact — a person attached to either a customer or a lead. Multiple contacts per parent are fine.
- Opportunity — a specific deal: amount, expected close date, stage. Attached to a customer or a lead.
Each is covered in its own help page — see the links below.
Who it's for
- Small B2B sales teams that already live in Microsoft Teams and don't want a separate CRM browser tab.
- Founders and engineers running their own outbound — the Agent fills in the work most people don't have time to do manually.
- Anyone whose “CRM” today is a spreadsheet that's slowly going stale.
What's next
- Leads — the lifecycle of a lead, the status pipeline, the Get URL button, and how AI fill works.
- Customers — turning leads into accounts you do real business with.
- Contacts — the people behind the company.
- Opportunities — tracking deals through to close.
- Agents — what the automation actually does, and how to pause or override it.
- CRM Settings — mailbox configuration, daily caps, email templates, notification channel.
The goal isn't to replace a full enterprise CRM — it's to make the first 80% of pipeline work happen where your team already collaborates, with as little ceremony as possible.