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PS
Pratik Sugandhi
Owner
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Good evening, Pratik
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6
Clients
In CRM
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πŸ“„
1
Proposals
All time
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πŸ“ˆ
β‚Ή3.0L
Pipeline
Active proposals
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πŸ’°
β‚Ή7.4L
Receivable
Outstanding
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πŸ“‹
0
Pricelists
Brands saved
Recent proposals
AUV-2026-001 draft
Test Client β€” Sharma Residence Β· 20 Apr 2026 Β· by Pratik Sugandhi
β‚Ή2,95,000
Pending approvals0 pending
βœ“ 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
10:00–12:00 & 14:00–16:00
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Trivial tasks
12:00–13:00 & 16:00–17:00
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Buffer zone
17:00–19:00
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CRM β€” Clients
AA
Ar AMol Suryawanshi Β· ISM architects
8830420440
0 proposals
TP
Test Pratik
9960834555 Β· pratik4555@gmail.com
0 proposals
TP
Test Pratik Β· test
9960834555 Β· pratik4555@gmail.com
0 proposals
RS
Rahul Sharma Β· Sharma Enterprises
9876543210
0 proposals
RS
Rahul Sharma
9876543210
0 proposals
TC
Test Client β€” Sharma Residence
9876543210
1 proposals
Proposals
New Proposal
Budgetary AUV-2026-102
βœ“
Client
βœ“
Scope
3
BOQ
4
Pricing
5
Status
6
Export
🏠 Wired AutomationπŸ”Š AudioπŸ“· CCTV🌐 Wi-Fi & NetworkingπŸ”” VDPπŸ”’ Access Control⚑ Energy SavingπŸ”§ Accessories
βŒ•
🏠 Wired Automation 0 items
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πŸ”Š Audio 0 items
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πŸ“· CCTV 0 items
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🌐 Wi-Fi & Networking 0 items
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πŸ”” VDP 0 items
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πŸ”’ Access Control 0 items
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⚑ Energy Saving 0 items
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πŸ”§ Accessories 0 items
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Pricelist Manager 0 saved
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1
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2
Upload
3
Price Type
4
Review & Save
Step 1 β€” Select Category & Brand
Site & Tasks
My tasks today
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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 pipelineβ‚Ή3.0L
Received this monthβ‚Ή3,70,000
Outstandingβ‚Ή1,85,000
Purchase payableβ‚Ή2,20,000
Project payments
AUV-2026-001 β€” Test Client β€” Sharma Residence
β‚Ή2,95,000
Advance: 30%Balance: 70%
Approvals Centre Owner only
βœ“
No pending approvals
Settings
πŸ”’ Discount Control Owner only

Maximum % sales can offer before your approval is required. One-time per proposal.

CategoryMax disc %Approval trigger
🏠 Wired Automation %Above 10% needs approval
πŸ“‘ Wireless Automation %Above 10% needs approval
🌐 Wi-Fi & Networking %Above 8% needs approval
πŸ”Š Audio %Above 8% needs approval
πŸ“Ί Video %Above 5% needs approval
🚧 Gate Motors %Above 10% needs approval
β›© Boom Barriers %Above 10% needs approval
πŸ“’ PA System %Above 8% needs approval
🚨 Alarm %Above 5% needs approval
πŸ”’ Access Control %Above 5% needs approval
πŸ”” VDP %Above 5% needs approval
⚑ Energy Saving %Above 5% needs approval
πŸ”§ Accessories %Above 3% needs approval
πŸ“· CCTV %Above 10% needs approval
Team & Users
NameEmailRoleStatus
PS
Pratik Sugandhi
ownerOwnerActive
KD
Kedar
technicianTechnicianActive
NK
Nikita
accounts_headAccounts HeadActive
RJ
Raj
salesSalesActive
AJ
Ajay
technicianTechnicianActive
Brand Support Contacts Owner only
BrandCategoryWhatsAppEmail
AJAXAlarm
BenincaGate Motors
BenQVideo
BoschPA System
Digital Dreams (NCC)Wired Automation
EpsonVideo
EZVIZCCTV
Go MotionGate Motors
HikvisionVDP
HikvisionAccess Control
LutronWired Automation
Prama HikvisionCCTV
Schneider ElectricEnergy Saving
Smart NodeWireless Automation
SonanceAudio
SonosAudio
TimewatchBoom Barriers
TP-LinkCCTV
TP-Link OmadaWi-Fi & Networking
Role Permissions
PermissionOwnerAccounts HeadSalesTechnician
Dashboardβœ…βœ…βœ…βœ…
Calendarβœ…βœ…βœ…βœ…
CRM & clientsβœ…β€”βœ…β€”
Proposalsβœ…β€”βœ…β€”
Pricelist managerβœ…β€”β€”β€”
Site & field tasksβ€”β€”β€”βœ…
Payments & accountsβœ…βœ…β€”β€”
Approvals centreβœ…β€”β€”β€”
See selling pricesβœ…βœ…βœ…β€”
See purchase ratesβœ…βœ…β€”β€”
See gross marginsβœ…βœ…β€”β€”
See vendor discountsβœ…βœ…β€”β€”
Client saved to CRM