Operations

Deals & CRM

Pipeline + custom fields + close-reason tracking — without the Salesforce overhead.

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What you get

·Drag-and-drop pipeline by stage
·Custom fields per deal type
·Close-reason categories — won + lost
·Forecast view with weighted pipeline
·Auto-link to sequence + lead

Pipeline · Q3 quota ₹48L

Discovery

18 · ₹14.2L

Razorpay

·3 touches

Zerodha

·3 touches

Freshworks

·3 touches

Demo'd

9 · ₹22.4L

Postman

·3 touches

Chargebee

·3 touches

Atlan

·3 touches

Proposal

4 · ₹16.8L

Cleartax

·3 touches

Innovaccer

·3 touches

Won

2 · ₹6.4L

DhanLap

·3 touches

₹59.8L

Pipeline value

₹38.4L

Forecast

22%

Win rate (90d)

How it works

The detail.

CRM that lives where outreach lives

When the deal page knows which sequence the lead is on, which channel they replied to, and what the AI thinks about the latest message, your pipeline meeting is half over before it starts.

Pairs well with

Unibox

Every reply, every channel, one inbox — with AI intent classification.

Deals & CRM

Pipeline + custom fields + close-reason tracking — without the Salesforce overhead.

Try it free.

No credit card. Every feature on this page included.

Start free Talk to sales