NovaTech Industries
Enterprise · India
₹82.5L
S
SalesFlow CRMEvery customer moment, moving the deal forward.
A focused enterprise CRM for distributed sales teams—built for confident action in the field and clear pipeline visibility in the boardroom.
6 markets · local currenciesOffline-ready updatesAudit-ready activityRole-based views
S
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Good morning, Ananya
Tuesday, 21 July · ISTYOUR PIPELINE
₹ 4.68 Cr in active deals
● Offline changes synced 2 min ago
Today’s KPIs
24
Total deals
↑ 8% this month
13
Open deals
₹2.84 Cr value
4
Pending
Needs follow-up
2
Overdue
Action today
Quick actions
Upcoming follow-ups
NovaTech Industries
TodayProduct demo with Priya Rao · 11:30 AM
Horizon Retail Group
OverdueProposal feedback overdue by 2 days
My deals
24 assigned · ₹5.12 Cr⌕
Horizon Retail Group
Retail · UAE
AED 310K
Vetra Logistics
Logistics · England
£128K
Atlas Living
Real estate · Australia
A$215K
NovaTech Industries
Enterprise software · Bengaluru, India
₹82,50,000
Deal information
Priya Rao
Ananya Sharma
Inbound demo
Today, 09:40
Activity timeline
Demo scheduled with product team
Meeting confirmed for 21 Jul · 11:30 AM
Proposal v3 uploaded
by Ananya Sharma · Today, 09:40
Deal moved to Proposal
Probability changed from 60% to 72%
Update activity
NovaTech IndustriesDocuments
NovaTech IndustriesDocument history
PDF
NovaTech_Proposal_v3.pdf
Today · Ananya Sharma · 2.4 MB
XLS
Commercial_Pricing.xlsx
18 Jul · Ananya Sharma · 813 KB
DOC
Security_Questionnaire.docx
15 Jul · Priya Rao · 1.1 MB
Document compliance
All mandatory documents are present for this stage.
All mandatory documents are present for this stage.
Put deal on hold
NovaTech IndustriesVisibility preserved
On Hold deals stay in the pipeline and trigger a resume reminder.
On Hold deals stay in the pipeline and trigger a resume reminder.
Reassign deal
NovaTech Industries⌕
RK
Rahul Khanna
Senior Associate · Bengaluru
Notifications
3 unread⚠
Atlas Living is inactive
No update in 7 days. Add an update today to avoid escalation.
18 min ago▣
Document missing for Horizon
Signed commercial proposal is required at Negotiation stage.
2h ago◷
Follow-up due today
Product demo with NovaTech Industries at 11:30 AM.
3h ago↗
Deal reassigned
Vetra Logistics was reassigned to you by Maya Singh.
Yesterday✓
Deal approved
Meridian Foods proposal has been approved by the client.
19 JulDocument repository
128 documents · 9 clients⌕
Recently uploaded
PDF
NovaTech_Proposal_v3.pdf
NovaTech Industries · Today
XLS
Q3_Pricing_Model.xlsx
Atlas Living · Yesterday
Missing documents
2 attention!
Signed proposal
Horizon Retail Group · Negotiation
Leadership overview
India region · July 2026PIPELINE VALUE
₹ 18.4 Cr
↑ 12.6% versus previous month86Open deals
23Pending
42Closed
Pipeline funnel
Qualified · 126
Proposal · 86
Negotiation · 53
Won · 42
Team performance
AS
Ananya Sharma
Top performer₹1.36 Cr closed · 32% win rate
4 deals need attention
Inactive for 7+ days across the team
Team performance
12 associates · JulyTeam average
29%Win rate
3.8hResponse time
41dSales cycle
Leaderboard
1
AS
Ananya Sharma Top
12 closed · 32% win rate
₹1.36 Cr+18%
2
RK
Rahul Khanna
10 closed · 29% win rate
₹1.12 Cr+9%
3
SK
Sana Khan
8 closed · 25% win rate
₹98.4L+6%
Associate profile
India sales teamAS
Ananya Sharma
Senior Associate · Bengaluru
Top performer88
Performance score
92%
Docs updated
4
Pending deals
1
Inactive deal
Assigned deals
NovaTech Industries₹82.5L
Atlas LivingA$215K
Deal monitoring
4 inactive deals need actionAtlas LivingAnanya Sharma
7 daysProposal missing
Beacon HealthRahul Khanna
9 daysDocs complete
Vetra LogisticsSana Khan
6 daysLegal review
Smart reminder rule
Associates receive a nudge on day 5, before the 7-day escalation threshold.
Associates receive a nudge on day 5, before the 7-day escalation threshold.
Analytics
India region · FY26 Q231%
Conversion rate
2.2x
Win / loss ratio
38d
Avg sales cycle
₹6.2Cr
Monthly revenue