Good evening, Pratik
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6
Clients
In CRM
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1
Proposals
All time
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βΉ3.0L
Pipeline
Active proposals
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βΉ7.4L
Receivable
Outstanding
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0
Pricelists
Brands saved
Recent proposals
AUV-2026-001 draft
Test Client β Sharma Residence Β· 20 Apr 2026 Β· by Pratik Sugandhi
βΉ2,95,000
Pending approvals0 pending
β No pending approvals
Today β Saturday, 02 May
No events today β + Add event
My Calendar
May 2026
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Success
Trivial
Buffer/Meeting
Deadline
Holiday
Saturday, 02 May
Success tasks
10:00β12:00 & 14:00β16:00
Nothing scheduled
+ Add task
Trivial tasks
12:00β13:00 & 16:00β17:00
Nothing scheduled
+ Add task
Buffer zone
17:00β19:00
Nothing scheduled
+ Add task
CRM β Clients
AA
Ar AMol Suryawanshi Β· ISM architects
8830420440
TP
Test Pratik
9960834555 Β· pratik4555@gmail.com
TP
Test Pratik Β· test
9960834555 Β· pratik4555@gmail.com
RS
Rahul Sharma Β· Sharma Enterprises
9876543210
RS
Rahul Sharma
9876543210
TC
Test Client β Sharma Residence
9876543210
Proposals
New Proposal
Budgetary
AUV-2026-102
β
Client
β
Scope
3
BOQ
4
Pricing
5
Status
6
Export
π Wired Automationπ Audioπ· CCTVπ Wi-Fi & Networkingπ VDPπ Access Controlβ‘ Energy Savingπ§ Accessories
β
Pricelist Manager
0 saved
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No pricelists saved β click + Import
Import Pricelist
1
Brand
2
Upload
3
Price Type
4
Review & Save
Step 1 β Select Category & Brand
Site & Tasks
My tasks today
No tasks today
Raise site request
Site visit log
AUV-2026-001Survey
20 Apr 2026 Β· Pratik Sugandhi
Initial site survey done. 3BHK villa, 3500 sqft. Pre-wiring stage.
Brand support
No support tickets yet
Payments & Accounts
Payment summary
Total pipelineβΉ3.0L
Received this monthβΉ3,70,000
OutstandingβΉ1,85,000
Purchase payableβΉ2,20,000
Project payments
AUV-2026-001 β Test Client β Sharma Residence
βΉ2,95,000
Advance: 30%Balance: 70%
Approvals Centre Owner only
β
No pending approvals
Settings
π Discount Control Owner only
Maximum % sales can offer before your approval is required. One-time per proposal.
| Category | Max disc % | Approval trigger |
|---|---|---|
| π Wired Automation | % | Above 10% needs approval |
| π‘ Wireless Automation | % | Above 10% needs approval |
| π Wi-Fi & Networking | % | Above 8% needs approval |
| π Audio | % | Above 8% needs approval |
| πΊ Video | % | Above 5% needs approval |
| π§ Gate Motors | % | Above 10% needs approval |
| β© Boom Barriers | % | Above 10% needs approval |
| π’ PA System | % | Above 8% needs approval |
| π¨ Alarm | % | Above 5% needs approval |
| π Access Control | % | Above 5% needs approval |
| π VDP | % | Above 5% needs approval |
| β‘ Energy Saving | % | Above 5% needs approval |
| π§ Accessories | % | Above 3% needs approval |
| π· CCTV | % | Above 10% needs approval |
Team & Users
| Name | Role | Status | |
|---|---|---|---|
PS Pratik Sugandhi | owner | Owner | Active |
KD Kedar | technician | Technician | Active |
NK Nikita | accounts_head | Accounts Head | Active |
RJ Raj | sales | Sales | Active |
AJ Ajay | technician | Technician | Active |
Brand Support Contacts Owner only
| Brand | Category | |||
|---|---|---|---|---|
| AJAX | Alarm | |||
| Beninca | Gate Motors | |||
| BenQ | Video | |||
| Bosch | PA System | |||
| Digital Dreams (NCC) | Wired Automation | |||
| Epson | Video | |||
| EZVIZ | CCTV | |||
| Go Motion | Gate Motors | |||
| Hikvision | VDP | |||
| Hikvision | Access Control | |||
| Lutron | Wired Automation | |||
| Prama Hikvision | CCTV | |||
| Schneider Electric | Energy Saving | |||
| Smart Node | Wireless Automation | |||
| Sonance | Audio | |||
| Sonos | Audio | |||
| Timewatch | Boom Barriers | |||
| TP-Link | CCTV | |||
| TP-Link Omada | Wi-Fi & Networking |
Role Permissions
| Permission | Owner | Accounts Head | Sales | Technician |
|---|---|---|---|---|
| Dashboard | β | β | β | β |
| Calendar | β | β | β | β |
| CRM & clients | β | β | β | β |
| Proposals | β | β | β | β |
| Pricelist manager | β | β | β | β |
| Site & field tasks | β | β | β | β |
| Payments & accounts | β | β | β | β |
| Approvals centre | β | β | β | β |
| See selling prices | β | β | β | β |
| See purchase rates | β | β | β | β |
| See gross margins | β | β | β | β |
| See vendor discounts | β | β | β | β |