CRM
Before you call
This happened and the CRM does not know
1Schedule review, Q3Priya's diary · 2026-08-28
In the diary, and on no deal in the CRM.
There is no deal for this at all.
Before you ring them
Sharma TradersQ3 bracket order — revised termswhat you should know ▾close ▴
Money · ₹5,83,240 outstanding, ₹3,33,240 over their limit
Open · Order: 1,200 mounting brackets, Q3 schedule — in progress
Complaint · Hole pitch out of tolerance on 40 pieces from the first lot
Last said · Quote sent, no reply (2026-08-20)
Nashik Gears & ShaftsAnnual rate contract renewalwhat you should know ▾close ▴
Money · ₹3,65,800 outstanding
Open · Project: Export audit readiness — first market — in progress
Last said · They want 5% off, decision Friday (2026-08-25)
Before · Won — Additional shaft line (already inside)
Not matched to a customer yetAurangabad prospect — first inquirywhat you should know ▾close ▴
Nothing on record about them anywhere else. A first conversation.