Sales workspace
Leads
● Demo team
| Lead / customer | Status | Interest | Urgency | Owner | Next follow-up |
|---|
Select a lead to review or update its activity, quotation and site visit details.
Pipeline by status
Demo snapshotFollow-ups coming up
Next 7 daysTeam workload
Activity summary
Master customer directory
A shared view of sales prospects and service customers| Customer ID | Customer / company | Phone | Sales relationship | Open service cases | Last interaction |
|---|
Service cases
Demo work queue · Local browser data| Case ID | Customer | Issue / request | Priority | Assigned to | Next visit | Status |
|---|
—Open demo leads
—Tracked in CRM
—Across demo customers
ReadyNeeds verified source fields
Phased business tools
Service managementCases, assignment, priority, visits and resolution status
Demo availableMaster customer recordsA shared directory across sales and service
Demo availableFinancial monitoring and reportingQuotation counts now; monetary totals need verified data
Next iterationTickTick, WhatsApp and VyaparIntegration points are deferred; no connection is active
Not connectedAll figures use fictional local records. No real customer, invoice, accounting, messaging or task data is accessed.