CRM
Pipeline Value
$486,200
+9.4%
Open Deals
42
+6
Won This Month
$92,400
+14.2%
Win Rate
28.6%
-1.4%
Sales Pipeline
Leads
Contacts
Companies
Lead In
4
$68,000 total
Website Revamp — Nimbus Co.
Nimbus Co. · SaaS
$18,000
Cold
POS Rollout — Bakehouse
Bakehouse Retail
$12,400
Warm
CRM Migration — Solace Inc.
Solace Inc.
$24,600
Cold
Support Contract — Vertex
Vertex Labs
$13,000
Warm
Contacted
3
$96,500 total
ERP Integration — Northwind
Northwind Retail
$41,000
Warm
Mobile App — Fleetly
Fleetly Logistics
$29,500
Hot
Analytics Suite — Orbit
Orbit Media
$26,000
Warm
Proposal Sent
2
$132,000 total
Cloud Migration — Aurelia
Aurelia Co.
$78,000
Hot
Data Warehouse — Solstice
Solstice Energy
$54,000
Warm
Negotiation
2
$118,700 total
Platform License — Halcyon
Halcyon Systems
$68,700
Hot
Fleet Tracking — Zenith
Zenith Transport
$50,000
Hot
Won
2
$71,000 total
Support Renewal — Kestrel
Kestrel Health
$31,000
Won
Onboarding Package — Delta
Delta Freight
$40,000
Won
| Lead | Source | Score | Status | Assigned To | Last Contact | |
|---|---|---|---|---|---|---|
|
Rhea Kulkarni
Nimbus Co.
|
Website |
42
|
New | Nikunj Patel | 2 days ago | |
|
Farhan Ali
Bakehouse Retail
|
Referral |
76
|
Contacted | Priya Sharma | Yesterday | |
|
Devika Rao
Solace Inc.
|
LinkedIn Ads |
58
|
New | Nikunj Patel | 3 days ago | |
|
Omar Siddiqui
Vertex Labs
|
Trade Show |
88
|
Qualified | Priya Sharma | Today | |
|
Neha Joshi
Northwind Retail
|
Cold Email |
24
|
Unqualified | Nikunj Patel | 5 days ago |
Rhea Kulkarni
Marketing Lead, Nimbus Co.
Neha Joshi
Procurement, Northwind Retail
Arvind Menon
CTO, Aurelia Co.
Tara Chandran
Ops Director, Halcyon Systems
Sameer Bhatt
Founder, Fleetly Logistics
Leela Pillai
VP Sales, Solstice Energy
NC
Nimbus Co.
SaaS · Mumbai, India · 2 open deals
$18,000
AC
Aurelia Co.
Manufacturing · Pune, India · 1 open deal
$78,000
HS
Halcyon Systems
Enterprise Software · Bengaluru, India · 1 open deal
$68,700
NW
Northwind Retail
Retail · Delhi, India · 1 open deal
$41,000
FL
Fleetly Logistics
Logistics · Chennai, India · 1 open deal
$29,500
Follow-Ups
Call Rhea Kulkarni — Nimbus Co.
Send proposal to Aurelia Co.
Follow up — Vertex Labs
Demo call — Halcyon Systems
Recent Activity
Deal "Onboarding Package" marked Won
1 hour ago
Note added to Aurelia Co. deal
3 hours ago
New lead: Devika Rao (Solace Inc.)
Yesterday
Moved "Fleet Tracking" to Negotiation
2 days ago