Growth · Sales & CRM
A pipeline that hands the won deal straight to delivery.
Included from Growth upward.
The CRM is a separate purchase, so a won deal is re-entered as a project by hand — and the client record exists twice, differently.
What it does
Clients, contacts, pipeline and today's follow-ups.
- 01
One client record
The same client the invoice, the project, the ticket and the renewal all point at. Including the GSTIN, without which finance cannot bill them.
- 02
Pipeline by stage and value
Deals, their stage, their value and whose they are.
- 03
Today
What this salesperson has to do now — not the whole pipeline re-sorted every morning.
- 04
Scope that matches the org
A sales executive sees their own accounts; a manager sees the function. Nobody configures this per screen.
For example
A won deal that does not get re-typed
- 1A lead becomes a deal on the pipeline, with a stage, a value and an owner.
- 2The salesperson opens Today — what they must do now, not the whole pipeline re-sorted each morning.
- 3A sales executive sees their own accounts; their manager sees the function. Nobody configures that per screen.
- 4The deal is won against the client record that finance, delivery and support already use.
- 5It becomes a project and a contract against that same client — including the GSTIN, without which nobody can bill them.
The handover from sold to delivered stops being a re-entry exercise between two systems.
How it runs
In, through, out
A lead becomes a deal
The deal is worked and won
It becomes a project and a contract against the same client
The handover from sold to delivered stops being a re-entry exercise.
In the product
Actual screens, not mockups
It does not work alone
What Sales & CRM is connected to
The point of one set of records is that these are not integrations. They read the same rows.
Problems it solves