B2B CRM
B2B CRM

Settings

Team, pipeline and notification configuration.

Sales Team

  • Rajiv Agarwal
    Senior Sales Executive
    North & West India
  • Priya Nair
    Sales Executive
    South India
  • Karan Mehta
    Sales Executive
    Gujarat & Rajasthan

Pipeline Stages

  1. 1New Enquiry
  2. 2Qualified
  3. 3Quotation
  4. 4Negotiation
  5. 5Order Confirmed
  6. 6Repeat Customer

Notification Preferences

  • Email me on new website enquiries
  • WhatsApp alert on quotation acceptance
  • Daily pipeline summary at 9:00 AM
  • Weekly dealer performance digest

Workspace

Company
Shree Vardhan Industries
Currency
INR (₹)
Fiscal Year
April – March