Your pipeline lives in six tools.
See it as one, against target.
Connect your CRM, proposal, e-signature, engagement and commission tools into one view of what is real, what is stuck and where you stand against target, and take the internal waiting out of every deal.
Every tool holds part of the deal. None holds the whole.
| Tool category | What it holds | What goes wrong between tools |
|---|---|---|
| CRM | Accounts, opportunities, stages | Stages updated late; the real status is elsewhere |
| Sales engagement | Emails, calls, sequences | Activity counted, not progress |
| Proposals and pricing | Quotes, discounts | Discounts approved by email, outside the record |
| E-signature | Contracts, signatures | Signed, but nobody starts onboarding |
| Call recording | Conversations, notes | Insight stays in the recording |
| Sales data providers | Company and contact data | Duplicates and conflicts with the CRM |
| Commissions | Targets, payouts | Rebuilt from spreadsheets every month |
| Spreadsheets | The forecast and the target | Updated by hand from every tool above |
The result: the forecast meeting is spent arguing about which number is right.
One view of pipeline, against target
| You can see | So you can decide |
|---|---|
| Pipeline by stage, team and region, against target | Where to put your attention this week |
| Deals with no activity, or stuck waiting on internal approval | Which to push and which to drop |
| Discounts approved against rules, by team and product | Whether pricing discipline is holding |
| Days from signature to customer start | Which handoff delays the first invoice |
| Commission figures from the same records as the pipeline | Fewer disputes at month end |
The pipeline record stays in your CRM.
Connect, match, run, measure
Anubavam connects the tools a sales team already runs, such as CRM, sales engagement, proposal and pricing, e-signature, call recording and commission tools, into one view of pipeline against target. It shows which deals are moving and which are stuck, runs discount approvals and onboarding across teams, and keeps your CRM as the pipeline record.
Illustrative
- 1
Connect the tools you have, in stages: controlled exports first, then read access, then two-way where approved. See Integration.
- 2
Match accounts and contacts across tools into one trusted record. See Data Management.
- 3
Run the work between tools and teams, such as discount approval and onboarding after signature, as tracked processes. See Sales and Marketing.
- 4
Measure pipeline against target from the combined record.
Faster deals, inside your rules
- Keep the tools your team knows.The CRM stays the pipeline record.
- Discount rules enforced.Limits by role, product, deal size and margin. Nobody approves their own discount.
- The approved version on record.Every proposal and contract decision is recorded.
- AI under your control.Agents can flag stalled deals or summarise a call history before a review, at the level you set. Early Adopter. See AI and Agents.
Creatrix Connect, our integration layer, already links hundreds of products for clients. Universities run applications and offers on the same platform through Creatrix Campus, our higher education edition.
Start with two or three tools and one question
Pick the question your forecast meeting argues about, for example “Which deals are really moving?” We connect the two or three tools that hold the answer, match the records and show you the view. Then decide what to connect next.
Questions from sales leaders.
No. The CRM stays the pipeline record, and your team keeps its tools. Anubavam connects them and shows one view.
No. It shows pipeline against target from your combined records, so the forecast starts from the same numbers.
Most sales tools offer exports or interfaces. We confirm each of yours during the process assessment and connect in stages.
Commission figures can come from the same matched records as the pipeline, so there is one source for both.
That page covers day-to-day processes such as approvals and onboarding. This page covers connecting your sales tools and seeing pipeline against target.