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Customer:
✓ Saved
Sales Dashboard
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📊 Pipeline by Stage
No leads yet
🎯 Status & Lead Intelligence
No leads yet
⚠️ Attention Required
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📋 All Leads
📝 Enquiry Reference
📥 Record the initial customer enquiry received via Email or WhatsApp. Basic contact capture — detailed qualification happens in Tab 2.
👤 Customer Contact Details
📚 Quick Fill:
🎯 Query Type & Reply Template
📧
General Inquiry
💰
Pricing Request
🔧
Technical Query
🛟
Support / Issue
Choose a Reply Template:
📬 Follow-up Emails — No Response Tracking
Use these when the customer hasn't replied to the initial email. Send Follow-up 1 after 2–3 days, then the Final Closer after another 3–5 days if still no response.
✓
Initial Reply
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2
Follow-up
Not sent
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3
Final Closer
Not sent
📧 Second Follow-up Email No response yet
🔚 Final Closer Email Last attempt
🔍 Sales Account Manager: Complete this qualification & feasibility analysis via phone call, email exchange, video call, or in-person visit before planning the demo. This ensures the demo is targeted and relevant.
📋 Discovery Session Details
How was the discovery conducted?
💼 Business Need Assessment
🖥️ Technical Environment Assessment
Workloads to protect (select all that apply):
💰 Financial Qualification (BANT – Budget)
👥 Decision Making Process (BANT – Authority, Need, Timeline)
🎯 SAM Assessment & Recommended Next Steps
Lead Temperature / Qualification:
🔥
HOT
Clear need, budget approved, short timeline
☀️
WARM
Good fit, budget likely, 1–3 month timeline
❄️
COLD
Interested but budget/timeline unclear
✗
NOT QUALIFIED
No budget, no authority, or not a fit
📋 Customer Verification & Master Sync
Review the customer details captured in Tab 1. Correct anything if needed, then click Add to Masters. This creates the Customer and Contact in your master list — no re-typing, no errors.
Contact Person
📋 Customer details auto-fill from Discovery (Tab 2) when you arrive here. Use the button below to manually re-fill or select from Masters.
👤 Customer Details
📚 Quick Fill:
🖥️ Infrastructure (from Discovery)
📅 Demo Preferences
📧 Choose Demo Email Template
📄 Customer Demo Acknowledgement
Send this document to the customer to confirm demo details and get their acknowledgement — ensures mutual clarity on date, time, scope and what they need to prepare.
🧮 Select products, enter quantities and generate a printable quote. BDRShield 2025 partner pricing pre-loaded.
👤 Customer / Quote Details
📚 Quick Fill:
⚙️ Pricing Settings
Pricing Tier
License Term
🛡️ BDRShield Products
🔧 Raindrive Services
📌 Update prices per your internal rate card.
Service Description
Type
Qty
Unit Price (₹)
💸 Tax & Discount
BDRShield Subtotal₹ 0
Discount- ₹ 0
Raindrive Services₹ 0
Subtotal (before GST)₹ 0
GST (18%)₹ 0
TOTAL AMOUNT₹ 0
📧 Email Quote to Customer & Download PDF
Generate the quote above first, then use the buttons below to download the PDF or email it directly to the customer via Outlook.
🤝 Track negotiation rounds, objections, revised pricing and follow-up actions.
📊 Quote Reference (from Tab 4)
Generate a quote in Tab 4 first.
🤝 Negotiation Details
❓ Objections & Responses
OBJECTION / CONCERN
OUR RESPONSE / VALUE PROP
💰 Revised Pricing & Status
✅ Final agreed quotation for customer sign-off. Pre-fill from Tab 4 + negotiation results. The email to customer automatically includes the negotiation summary.
📋 Final Quote Details
📚 Quick Fill:
💰 Final Agreed Pricing
📃 Payment & Delivery Terms
📧 Email Final Quote to Customer & Download PDF
Generate the Final Quotation above first. The email automatically includes the Negotiation Summary for the customer's reference.
🏁 Record the final outcome. All data from all tabs is exported to CSV for ERPNext.
🏁 Sales Outcome
🏆
WON
Customer confirmed purchase
❌
LOST
Customer chose another solution
⏸️
ON HOLD
Decision deferred / budget freeze
🎉 Record the order details below.
📋 Record why we lost this deal.
⏸ Record the hold details and set a revival date.
📝 Closing Info