B2B Sales & Lead Management Platform
B2B SALES PIPELINE CRM
One shared workspace for your marketing and sales teams. Leads are nurtured in marketing, handed to sales with their full history, and tracked through every milestone to the purchase order. Managers see revenue, pipeline value and team targets update as the work happens.
Analytics Dashboard
Team performance| Yearly Group Target | Actual | Target | Progress |
|---|---|---|---|
| Total Closed Revenue | ₹1,84,50,000 | ₹3,00,00,000 | 62% |
| Active Pipeline Value | ₹4,12,75,000 | ₹5,00,00,000 | 83% |
| Mktg Leads Converted to Sales | 58 | 96 | 60% |
| Orders Won (from Mktg Leads) | 14 | 24 | 58% |
What the team learned once every lead was tracked
Feedback from the client after running their pipeline on it.
They found their ideal engagement window
Tracking every touchpoint showed how long a prospect typically takes to convert. When engagement ran past that window, around 90% of prospects turned out not to be interested, so the team now knows when to push for a decision and when to move on.
Every meeting ends in action
Each meeting's minutes produce clear action items with an owner tagged against them. Nothing discussed gets lost, and progress on every action is visible until it is done.
Stop losing deals between the first call and the order
Most B2B sales teams run on spreadsheets, WhatsApp threads and memory. Follow-ups slip, offers get revised without a record, and when a deal dies, nobody knows why. Managers only find out how the quarter is going at the end of it.
Before
- Follow-ups live in people's heads and get missed
- Lead history is lost when marketing hands over to sales
- Nobody knows the latest quoted value of a deal
- Lost deals vanish without a reason on record
After
- Every next step lands on a shared task list with a due date
- One click moves a lead to sales with its full timeline intact
- Deal value updates itself from the most recent offer or revision
- A reason is required to drop, shelve or lose a lead
How a Lead Becomes an Order
Six steps take a lead from first contact to purchase order, and the system keeps the record as you go.
- CaptureAdd a marketing lead with its source, location and as many contacts as you need, and the system opens a timeline for it.
- NurtureLog calls, emails and meetings, and set a next step with a due date that appears on the team's task list automatically.
- QualifyMove the lead through eight stages, and every change is time-stamped; reaching Presentation counts towards each person's weekly and monthly targets.
- Hand overMove the lead to Sales in one click; the marketing record locks and the full history comes across.
- CloseWork through seven milestones from Site Survey to Order Received while the deal value updates from the latest figure.
- ReviewDashboards add up closed revenue, pipeline value, conversions and lost-deal reasons, measured against yearly targets.
Six Workspaces, One Pipeline
Find leads, close deals and run the team: three pillars that share one live record of every customer.
FindMarketing Leads
A searchable directory of every lead, shown as cards or a list. Each lead moves through eight stages from Lead Generated to Closed-Won. Marking a lead Interest Dropped, Shelved or Closed-Lost asks for a reason first. Search several terms at once by separating them with commas.
Activity Timeline
Every call, email, meeting, status change and handover is recorded with who did it and when. Lead sources and interaction types build up from what your team enters, so nobody has to maintain a master list.
Sales Pipeline
Every qualified deal in one list showing stage, value, owner, latest interaction and days open. The page totals the active amount as you search. Deals open for more than 65 days are flagged in red. Export the whole pipeline to a spreadsheet in one click.
Deal Milestones
Seven milestones: Site Survey, Budgetary Offer, Budget Available, Technical Clarity, PR Raised, Negotiation and Order Received. Each offer revision is kept separately, and every reminder sent after a PR is raised is logged. Deal value always reflects the latest figure, and deals can be shelved with a reason or reopened later.
Planning and Tasks
All next steps from all leads in one list, sorted by due date. Overdue items are flagged. Tasks finished late ask for a reason, and late finishes are counted per person. Filter by teammate or date range, and add standalone tasks that aren't tied to a customer.
Minutes of Meeting
Record each meeting's attendees, notes and action items, and tag teammates with @mentions. Tick off action items as they're done and see progress at a glance. Search past meetings, and turn any of them into a print-ready PDF.
Performance Analytics
Marketing view: interactions, active leads, a status-by-source chart, where leads lose interest, and late tasks per person. Sales view: closed revenue, active pipeline value, a funnel of live deals, and the most common reasons deals are lost.
Users and Targets
Admins add or remove team members, set yearly group targets and see every person's progress in one table. Employees set their own weekly and monthly goals and can update contacts, but only admins can rename, re-source or delete leads.
See It Running
Realistic sample data. Every company, person and figure shown is fictional.
Marketing Leads
42 LeadsAdd Marketing Lead| Marketing Lead | Location | Status | Source | Added By |
|---|---|---|---|---|
| Deccan Valves | Pune | Presentation | P. Shah | |
| Konkan Marine Exports | Ratnagiri | Initial Call | Trade Show | P. Shah |
| Shivneri Auto Components | Nashik | In Sales | Referral | A. Kulkarni |
| Malabar Spice Traders | Kochi | Interest Dropped | Website | S. Iyer |
| Godavari Steel Works | Aurangabad | Lead Generated | Cold Call | R. Menon |
Sales Pipeline
18 LeadsExport CSVAdd Sales Lead| Sales Lead | Status | Amt | Added By | Last Interaction | Days |
|---|---|---|---|---|---|
| Sahyadri Castings | Technical Clarity | ₹52,40,000 | R. Menon | Revised layout shared | 41 |
| Nandi Polymers | Negotiation | ₹86,00,000 | A. Kulkarni | Call with purchase team | 58 |
| Kaveri Agro Foods | Budgetary Offer | ₹21,50,000 | S. Iyer | Offer emailed | 72 |
| Northfield Cartons | Order Received | ₹1,12,00,000 | R. Menon | PO received | 64 |
| ↳ Total Active Amount | ₹2,71,90,000 |
Sahyadri Castings
Technical ClarityShelve / Closed Lost| Pipeline Phase | Status | Amount | Date |
|---|---|---|---|
| Site Survey | Completed | — | 02 Sep 2026 |
| Budgetary Offer | Completed | ₹48,00,000 | 09 Sep 2026 |
| Technical Clarity | Completed | — | — |
| ↳ Revision 1 | Superseded | ₹55,00,000 | 21 Sep 2026 |
| ↳ Revision 2 | Latest | ₹52,40,000 | 06 Oct 2026 |
Planning and Tasks
Follow-upsAdd Task| Due Date | Next Action | Company Name | Assigned To | Status |
|---|---|---|---|---|
| Mon, 5 Oct 2026 | Share product brochure | Konkan Marine Exports | P. Shah | Completed Late |
| Fri, 9 Oct 2026 | Send revised quotation | Nandi Polymers | A. Kulkarni | Overdue |
| Wed, 14 Oct 2026 | Follow up on PR status | Sahyadri Castings | R. Menon | Pending |
| Thu, 15 Oct 2026 | Book plant visit | Deccan Valves | P. Shah | Pending |
| Fri, 16 Oct 2026 | Prepare monthly review | Independent Task | S. Iyer | Pending |
Minutes of Meeting
Team meetingsCreate MoM| Meeting | Date | Attendees | Actions | Recorded By |
|---|---|---|---|---|
| Weekly Sales Sync | Oct 12, 2026 | 6 | 3/5 actions | R. Menon |
| ↳ @Arjun send revised offer to Nandi Polymers | Open | |||
| ↳ @Priya share trade show visitor list | Done | |||
| Q3 Pipeline Review | Oct 5, 2026 | 8 | 7/7 actions | A. Kulkarni |
| Trade Show Debrief | Sep 28, 2026 | 4 | 2/4 actions | P. Shah |
Built For B2B Sales Teams
Business Owners
See revenue, pipeline and team targets without waiting for a month-end report.
Marketing and BD Teams
Nurture leads, log every touchpoint and hand them to sales without retyping anything.
Sales Managers
Keep site surveys, offer revisions, PRs and negotiations on one timeline per deal.
Project-Led B2B Sellers
Built for firms whose deals run through surveys, technical revisions and purchase requisitions.
Why It Works
Built around how industrial deals really close
Site survey, budgetary offer, technical revisions, PR raised, negotiation, order. The milestones are the real steps of a B2B sale, not a generic funnel.
A record you don't have to remember to keep
Status changes, milestone updates and handovers are logged automatically with the person and time. Sales notes are even tagged with the deal's stage at the moment they were written.
Every lost deal teaches you something
A reason is required to drop, shelve or lose a lead, and to finish a task late. The dashboards turn those reasons into patterns you can act on.
Your data stays in a sheet you own
Everything is stored in your own Google Sheet, so you can open, back up or analyse it at any time. Missing or broken columns repair themselves when the app loads.
The whole team stays in step
Every screen refreshes with teammates' changes every 15 seconds. Refreshes pause while you're typing, so your work is never interrupted.
Know where every deal stands, from first call to purchase order
Talk to Arboreal Labs about setting up a sales pipeline built around how your team actually sells.
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