One pipeline view
List and stage views by owner, project and status — drill into leads that need attention today.
Sales Solution
One pipeline view across every team
Managers and reps share stages, sub-statuses, owners and follow-ups in real time — leads advance to deals without spreadsheet status meetings.
Pipeline stages
Sub-statuses
Leads vs deals
Team visibility
Follow-ups
The challenge
Pipeline is a guess without shared stages
When each team invents its own status language, leadership can’t see what’s stuck or won.
Status meetings replace data
Managers chase updates in chat because CRM stages don’t match how the team sells.
Leads and deals blur
Booking progress lives in emails while the lead stays “negotiation” forever.
Field and HQ disagree
Site visit done in the field never updates the office view until end of day.
Capabilities
Visibility that matches how you sell
Configurable stages with sub-statuses, separate deals when booking starts, and one view for every motion.
Stages & sub-statuses
New through Booking with real conversation states under each stage — Contacted, Callback, Visit done and more.
Deals vs leads
Token/Booking can start a deal linked to the lead and property — Agreement → Payments → Registration → Handover.
Data flow
From lead to closed deal
Stages teams actually use — with sub-statuses for real sales conversations.
Example · sales pipeline
Lead stages in salesTantra
Configurable · sub-statuses under each stage
1
New
2
Contacted
3
Qualified
4
Site visit
5
Negotiation
6
Token
7
Booking
8
Outcome
New
Just received · Unassigned
Contacted
Attempted · Connected · Callback
Qualified
Budget confirmed · Requirement clear
Site visit scheduled
Visit booked · Rescheduled
Site visit done
Interested · Needs follow-up
Negotiation
Price discussion · Offer shared
Token / Booking
Starts deal · Agreement · Payment
Won / Lost / On hold
Outcome + reason codes
Deal pipeline (after Token / Booking)
1
Booking
Deal starts · linked to lead
2
Agreement
Docs & terms
3
Payments
Milestones tracked
4
Registration
Legal completion
5
Handover
Possession / close
Deals stay linked to the lead and property so attribution and history never split.
For managers
Run the pipeline, not status meetings
Leadership gets answers without chasing reps for updates.
Which deals are stuck?
Ageing and overdue follow-ups surface opportunities that have not moved.
Who owns what?
Filter by owner, project and stage across digital, call center and field.
Where is the funnel weak?
Stage conversion shows drop-offs from New to Won.
Did Token start a deal?
Booking can start a deal so post-sale stages stay visible to ops and sales.
Connected
Management plus execution
Dashboards are powered by the same data reps use every day.
Lead management
Clean lead data feeds every stage change.
Read moreLead distribution
Owners assigned before pipeline work begins.
Read moreSales tracking
Funnels and win rates from live stage data.
Read moreCall center CRM
Agent outcomes update the same stages.
Read moreRemote sales
Field visit stages sync to HQ instantly.
Read moreSales CRM product
Explore the full sales platform.
Read moreSee sales management in action
Book a demo to walk through pipeline stages, sub-statuses and how deals start from Token / Booking.