Demo workspace

Explore a realistic CRM workspace before adding your own data.

Friday, 17 July

Good morning, Rutansh

Here’s what needs your attention across the pipeline today.

Pipeline value₹36.9L

12.4% vs last month

Active deals24

5 this month

Win rate31.8%

4.2% improvement

Tasks due7

3 high priority

Pipeline overview

Deals grouped by their current stage

New lead3₹8.4L
NovaHealth AIAI transformation
4.2L2d ago
Kite CommerceGrowth automation
2.8L3d ago
Indus StudioBrand systems
1.4L4d ago
Qualified2₹12.8L
Northstar LabsAI transformation
4.2L2d ago
OrbitWorksGrowth automation
2.8L3d ago
Proposal2₹9.2L
Atlas FintechAI transformation
4.2L2d ago
Foundry OneGrowth automation
2.8L3d ago
Won1₹6.5L
Arc StudioAI transformation
4.2L2d ago

AI Sales Copilot

Three opportunities need attention

LIVE
Northstar Labs is showing strong buying intent

Three email opens and a pricing-page visit in the last 24 hours.

Atlas Fintech proposal may be at risk

No activity for six days. A decision-maker follow-up is recommended.

Today’s priorities

7 tasks need your attention

Recent contacts

Representative CRM records for this preview

ContactStatusLast activityNext step
ASAarav SharmaFounder, Northstar Labsqualified1d agoFollow-up call
PMPriya MenonGrowth Lead, OrbitWorkscontacted2d agoSend proposal
RKRohan KapoorCOO, NovaHealthnew3d agoDiscovery meeting
MIMeera IyerDirector, Arc Studiocustomer4d agoReview renewal