Sales Pipeline module — inside the ZIVUX.AI CRM for Indian SMEs

What you get

Visual kanban + list + calendar views

See your full pipeline as a drag-and-drop kanban board, a sortable list, or a calendar laid out by expected close date. Switch views with one click. Each card surfaces deal value, age, owner, last activity, next action and probability — at a glance.

Multiple pipelines for multiple businesses

Most SMEs run more than one sales motion. ZIVUX lets you create separate pipelines for: products vs services, hardware vs software, India vs export, new business vs AMC renewal — each with its own stages, fields, automations and reports.

Configurable deal stages

Standard SaaS pipelines have 5 stages. Indian manufacturing distributors often have 9. Real estate brokerages have 7. Services firms have 6. ZIVUX gives you control: add, rename, reorder stages with one drag. Each stage carries its own probability weight (used for forecasting), required fields (so deals can't move forward with missing information), and automation triggers.

Quote builder with GST and digital signatures

Build proposals inside the deal itself. Add line items from your product catalogue. Apply discounts (line-level or quote-level). The quote auto-generates with the right CGST/SGST/IGST split based on customer location. Export as a branded PDF, send via email or WhatsApp, capture digital signature, auto-update deal stage on accept.

• Product catalogue with SKU codes, pricing tiers, HSN codes
• Multi-currency support (INR, USD, AED, OMR, EUR)
• Quote templates by customer segment
• Auto-revision tracking — see what changed between Quote v1 and v3
• One-click conversion: quote → invoice → payment link (Razorpay/PayU)

PO tracking and partial delivery

Indian B2B deals often involve a PO that's split across multiple deliveries, with payment milestones at each. ZIVUX models the PO lifecycle: PO received → PO matched against quote → split into delivery milestones → each milestone tracked separately for delivery, invoicing and collection. Finance and sales finally share the same view of where things stand.

AMC and renewal management

For SMEs selling annual maintenance contracts (which most VIZO361, IT services and infrastructure customers do), ZIVUX auto-creates renewal deals 90 days before expiry, with auto-escalation to the customer success team if the renewal isn't moving. AMC revenue gets its own dedicated pipeline so it doesn't pollute new-business forecasting.

Weighted forecasting

Each deal carries a probability based on its stage. ZIVUX rolls these up into:

• Best-case forecast — sum of all open deals weighted at maximum stage probability
• Likely forecast — sum at current stage probability
• Commit forecast — only deals reps explicitly mark "commit" for this period
• Closed-won so far — booked revenue for the period

Compare against quota. Identify the gap. See which deals would close the gap if pulled forward. The weekly forecast call goes from a guessing exercise to a 15-minute review.

Win/loss analytics with custom reasons

When a deal closes, the rep picks a reason from your custom taxonomy (price, feature gap, lost to specific competitor, no decision, timing, internal champion left). The analytics module slices win/loss by reason, by competitor, by rep, by product, by region — so the next product roadmap conversation isn't based on anecdote.

Activity timeline per deal

Every email, call, WhatsApp message, meeting, internal note, file, quote revision and stage change is logged on the deal timeline. New rep takes over a deal? They can read the full history in 5 minutes. No more "what did we last discuss with this customer?" pings on Slack.

Mobile pipeline

Native iOS and Android apps. Move deals between stages, log calls, send WhatsApp messages, generate quotes — all from your phone. Voice-to-text note logging for after-meeting summaries. Offline mode for when you're in a manufacturing facility with poor signal.

Collaboration features

• Multiple deal owners (lead AE + technical pre-sales + customer success)
• @mention teammates in internal notes — they get notified
• File library per deal (proposals, technical specs, NDAs, signed contracts)
• Approval flows for discounts above thresholds
• Shared deal rooms for buying-committee collaboration (advanced)

Sales pipeline templates we ship with

You don't have to start from scratch. ZIVUX comes with pre-built pipeline templates tuned for common Indian B2B motions:

• Manufacturing distributor — Lead → Quote → PO → Production → Dispatch → Invoice → Collected
• IT services — Lead → Discovery → Proposal → SOW → Kickoff → Sprint Delivery → Closed
• SaaS subscription — Lead → Demo → POC → Procurement → Live → Renewal
• Real estate — Inquiry → Site Visit → Token → Booking → Registration → Possession
• Hospitality / Events — Inquiry → Site Visit → Quote → Token → Confirmed → Delivered
• Hardware sales — Lead → Demo → Quote → PO → Delivery → Installation → AMC Active

A typical week using ZIVUX pipelines

Monday morning: Sales head opens the pipeline dashboard. Sees ₹38L weighted forecast against ₹45L quota — a ₹7L gap. Drills into "Proposal" stage to find five deals that have been static for 14+ days. Three calls scheduled by 11 AM.

Wednesday afternoon: Senior rep updates a deal from "Proposal" to "Negotiation." ZIVUX automatically creates a follow-up task for 48 hours later, sends a WhatsApp template to the buyer thanking them for the meeting, and notifies the technical pre-sales engineer to prepare for an upcoming demo.

Friday afternoon: Founder pulls the win/loss-by-reason report. Notices that 60% of "Lost — Price" deals are coming from one segment (fast-fashion retail). Takes the data into Monday's pricing meeting.

How ZIVUX pipelines compare to alternatives