Sarva CRM
Early accessTurn relationships into revenue.
Pipeline, accounts and daily sales work in one place — reading from the same customer record your operations and support teams use.
Context on selected deal
Last invoice
INV-2291 · overdue 2d
Open tickets
1 · delivery query
Lifetime revenue
₹62,40,000
Last campaign
Q3 catalogue · opened
Pulled from ERP, Service and Marketing without leaving the deal.
Everything a sales team touches in a week.
Designed around the work reps actually do, rather than the reports managers want at the end of it.
Records
- Leads
- Contacts
- Accounts
- Opportunities
- Custom fields
Selling
- Pipeline stages
- Activities
- Follow-ups
- Notes
- Quotations
Reach
- Calling
- Templates
- Sequences
Process
- Sales automation
- Custom workflows
- Assignment rules
- Approvals
Forecasting
- Weighted pipeline
- Stage velocity
- Win rates
- Quota tracking
Intelligence
- Account signals
- Intent score
- Health flags
- Next best action
The account record is not just what sales typed into it.
Most CRMs know what your team entered. Sarva CRM also reads what the rest of the business already recorded about the same customer.
Orders and invoices
What they bought, what is outstanding, and how quickly they pay.
Support history
Open tickets and past complaints, visible before the renewal call.
Marketing engagement
Which campaigns landed and what they looked at afterwards.
Website behaviour
Pricing and product page visits, matched to the account.
Meridian Components
acc_8841 · Distribution · Pune
Primary contact
R. Kulkarni
Owner
A. Sharma
CRM stage
Negotiation
Lifetime revenue
₹62,40,000
Open orders
3
Overdue invoices
1
Raised by pricing visits, an open renewal and a repeat order in the same week.
- Today 09:14Service
Ticket #4821 — delivery date query
- YesterdayERP
Invoice INV-2291 issued · ₹4,80,000
- 12 AugData
Pricing page viewed 3× in 48 hours
- 11 AugCommerce
Repeat order SO-1180 placed
- 08 AugMarketing
Opened ‘Q3 catalogue’ · clicked twice
- 02 AugCRM
Opportunity moved to Negotiation
What Sarva CRM shares with the rest of SarvaSuite.
These are not integrations you configure. They are the same records, read from different products.
What people use it for
The forecast is a spreadsheet reconciled by hand every Friday.
Weighted pipeline reads from live stage data, with service and payment risk flagged against the deals they affect.
Preparing for a call means messaging three teams for context.
Orders, invoices, tickets and campaign activity are already on the record before the call starts.
Every process change needs a developer or a new tool.
Stages, fields, assignment rules and workflows are configured in the product.
Works with the tools around it.
Two-way sync and templates
Conversations on the record
Telephony
Calling where supported
Calendar
Meetings against accounts
Start with Sarva CRM. Add the rest when you need it.
Tell us what your team is doing manually today and we will show you where in the suite it belongs.