Leads, deals, contacts, quotes, invoices, tickets and reports in one fast workspace —
with Facebook & Meta Lead Ads flowing straight into your pipeline.
Most teams run sales across a spreadsheet, a chat group and an inbox. Sales Navigator replaces all
three with a single system of record — from the first enquiry to the paid invoice and the support
ticket that follows.
No enquiry lost between channels or team members
Every call, note and document attached to the right record
Managers see real numbers instead of asking for updates
Routine follow-up handled by automation, not memory
Meta Lead Ads, web forms, WhatsApp, calls and CSV — every source in one inbox.
Qualify
Score, tag and route leads to the right rep with rules that run instantly.
Close
Kanban pipeline, quotes, approvals and invoices without leaving the deal.
Grow
Dashboards, reports and support tickets that turn buyers into repeat customers.
Lead Capture
Every enquiry lands in one inbox
Facebook and Instagram lead forms, your website, WhatsApp, phone calls and CSV files all feed the same queue — attributed to the campaign that produced them.
Meta Lead Ads arrive through a signed webhook in seconds
Duplicate detection before a record is ever created
Auto-assignment by city, budget, product or round-robin
Source and campaign stored on every single lead
salesnavigator.in/dashboard/leads
Leads12,847Search leads+ New Lead
All leadsUnassignedThis weekMeta AdsHot
Filters
LeadSourceStageValue
RSRahul SharmaBengaluruFacebook Lead AdNew₹1,20,000
A drag-and-drop board that shows what is actually closing this month, which deals have gone quiet, and where the forecast really stands.
Weighted forecast from per-stage probability
Rotting-deal alerts when a card stops moving
Win and loss reasons captured on every close
Multiple pipelines for different products or teams
salesnavigator.in/dashboard/deals
Deals
Sales Pipeline
Weighted forecast₹1.24 Cr
Qualified
14 · ₹42.6L
Nexa Motors₹4,50,000RSMeta Ad2d
Orbit Interiors₹2,10,000PMWebsite5d
Vertex Labs₹1,80,000APReferral1d
+ Add deal
Proposal
9 · ₹31.2L
Sunrise Realty₹8,20,000SIQuoted3d
Kiran Textiles₹3,40,000VRMeta Ad8d
+ Add deal
Negotiation
6 · ₹24.8L
Zenith Pharma₹6,75,000RSHot4d
Delta Logistics₹2,90,000APAgeing11d
+ Add deal
Won
23 · ₹58.4L
Aroma Foods₹5,60,000PMInvoiced—
Trident Steel₹4,05,000VRInvoiced—
+ Add deal
Automation
Follow-up that runs without reminders
Pick a trigger, add conditions, chain the actions. Assignment, WhatsApp messages, tasks, field updates and alerts fire on their own — every execution logged and safely retried.
Triggers on create, update, stage change or a date field
Time-based waits for reminders and nurture sequences
Round-robin and load-based lead assignment
Idempotent execution log — no duplicate actions
salesnavigator.in/dashboard/automation
Meta lead follow-upWorkflow · 8,412 runsActive
WhenLead created from Meta Lead Ad
IfCity is Bengaluru · Budget above ₹50,000
ThenAssign to senior rep (round-robin)
ThenSend WhatsApp welcome template
ThenCreate follow-up call task in 30 min
Add step
Quote to Cash
From approved quote to collected payment
Build line-item quotes from your price book, send a branded PDF, convert the won deal into an invoice, and watch the outstanding balance close.
Price book with SKUs, cost, margin and tax rules
Quote versioning with an approval step
One-click quote to invoice on a won deal
Part-payment ledger and ageing report
salesnavigator.in/dashboard/quotes
Quote #QT-2026-0418Sunrise Realty · v2 · Valid 15 daysApproved
PDF
Drag-and-drop kanban stages with weighted forecasting, rotting-deal alerts and win/loss reasons.
Stage probability
Revenue forecast
Ageing alerts
Contacts & Accounts
A 360° record for every person and company — hierarchy, deals, invoices and full conversation history.
Company hierarchy
Merge duplicates
Timeline view
Activities & Tasks
Calls, meetings, follow-ups and reminders on one calendar so no enquiry ever goes cold.
Overdue queue
Recurring tasks
Team calendar
Quotes & Proposals
Build line-item quotes from your price book, apply tax and discounts, then share a branded PDF.
Versioning
Approval flow
Quote to deal
Invoices & Payments
Convert a won deal into an invoice, track part payments, and watch outstanding balances close.
Payment ledger
Tax handling
Ageing report
Products & Price Book
Central catalogue with categories, SKUs, cost vs selling price and per-customer pricing.
SKU catalogue
Bulk CSV import
Margin view
Projects & Delivery
Hand a closed deal to delivery with milestones, owners and progress the sales team can see.
Milestones
Task boards
Client visibility
Support Tickets
Post-sale issues tracked with priority, SLA timers and full customer context beside every reply.
Priority & SLA
Assignment rules
Resolution notes
Reports Builder
Build your own reports with filters, grouping and totals — then export or schedule them.
Custom columns
Saved views
CSV export
Live Dashboards
Pipeline health, conversion, source ROI and rep performance refreshed as your team works.
Target vs actual
Source ROI
Team leaderboard
Roles & Permissions
Module-level and record-level access so every user sees exactly what their role allows.
Custom roles
Field-level control
Audit trail
Included in every workspace
No add-on pricing for the essentials — the whole toolkit ships with your account.
16+ built-in capabilities
Custom fields on every module
Configurable list views & columns
Global search across all records
CSV import with column mapping
One-click export of any list
File attachments & document vault
In-app notification centre
Activity & audit timeline
Lead assignment round-robin
Tags, sources & lost reasons
Public lead capture forms
Email templates & signatures
Currency, tax & numbering setup
Team, branch & territory setup
Saved filters per user
Mobile-ready responsive UI
Use Cases
Configured for how your industry sells
Custom fields, pipeline stages and automation rules adapt to your process — no rebuild required.
Real Estate
Property & real estate
Site-visit scheduling, project-wise pipelines and instant follow-up on portal and Meta Ads enquiries.
Education
Institutes & coaching
Admission enquiries by course and batch, counsellor assignment, and fee stages tracked to closure.
Field Sales
Field & channel sales
Today’s follow-up list on a phone, call logging against the right lead, and territory-wise reporting.
Distribution
Manufacturing & distribution
Dealer accounts, price books with margins, repeat orders, quotations and outstanding payments.
Built For Your Team
One workspace, three points of view
Roles decide what each person sees, so the same data serves the boardroom and the road.
“
See the real pipeline without asking anyone for an update.
Live revenue and forecast
Source-wise ROI
Team-wise performance
Business OwnerRole-based workspace
“
Assign, track and coach the team from a single board.
Assignment rules
Overdue follow-ups
Stage-wise conversion
Sales ManagerRole-based workspace
“
Open the app and know exactly who to call next.
My leads only
Call & note logging
WhatsApp from the record
Sales ExecutiveRole-based workspace
Integrations
Connected to the channels you already sell on
Native Meta and WhatsApp support, hosted capture forms, and an open API for everything else.
Facebook Lead Ad submittedCampaign · Monsoon Offer 2026 · Instant Form
Synced
NameAnanya Reddy
Phone+91 98765 43210
Emailananya@example.com
InterestProduct demo
CityBengaluru
Lead sourceMeta Lead Ads
Auto-assigned to sales team·WhatsApp welcome sent·Follow-up task created
Meta Lead Ads
Native
Facebook & Instagram lead forms land in your pipeline within seconds via signed webhooks.
WhatsApp Business
Cloud API & WATI
Send template messages, log every conversation and reply to customers from the lead record.
Lead Capture Forms
No-code
Publish a hosted form or embed it on your website — submissions create leads instantly.
Webhooks & REST API
Developer ready
Token-authenticated v1 API and outbound webhooks to connect any tool in your stack.
Email & Notifications
Built in
SMTP sending with templates, plus in-app alerts when a lead, task or deal needs attention.
Telephony & Call Logs
Call sync
Superfone-style call sync keeps every inbound and outbound call attached to the right lead.
Facebook Login for Business
Meta Graph API & WhatsApp Cloud API
Webhook signature verification
Permission-based data access
How It Works
Live in a day, not a quarter
No servers to provision, no consultants to hire. Four steps and your team is selling.
1
Create your workspace
Sign in, add your company profile, invite the team and pick the roles each member needs.
2
Connect your lead sources
Link Facebook Pages and Meta Lead Ads, publish a capture form, or import your existing database.
3
Set the rules once
Define pipeline stages, assignment rules and automations so routine follow-up happens on its own.
4
Sell and measure
Work the pipeline, raise quotes and invoices, then read the dashboards to see what is actually working.
Security & Scale
Built to be trusted with your customer data
Tenant isolation, role-based access and background processing are part of the architecture —
not features bolted on later.
0+
Records per module tested
0
Core CRM modules
0.9%
Uptime target
0s
Typical lead sync time
Tenant Isolation
Every record is scoped to its organization at the query layer — cross-tenant reads are impossible by design.
Granular RBAC
Roles, module permissions and ownership rules decide what each user can view, edit, export or delete.
Signed Webhooks
Inbound Meta and WhatsApp events are signature-verified, size-capped, throttled and de-duplicated.
Queued Heavy Work
Imports, exports and syncs run in background batches, so the app stays fast under load.
Privacy Controls
Documented privacy policy and a data deletion workflow for end-user and Meta data requests.
Million-Record Ready
Indexed hot paths, keyset pagination and chunked jobs tested against multi-million row tables.
FAQ
Questions teams ask before switching
Do we need to install anything?
No. Sales Navigator runs in the browser on desktop and mobile. You sign in with your workspace credentials and start working immediately.
How fast do Meta Lead Ads reach the CRM?
Leads arrive through a signed webhook, usually within a few seconds of the form being submitted. Every payload is verified, de-duplicated and attributed to the right campaign.
Can each team member see only their own leads?
Yes. Roles control module access and ownership rules control record visibility, so a rep can be limited to their own records while managers see the full pipeline.
Can we bring our existing data?
Yes. Leads, contacts, products and deals can be imported from CSV with column mapping. Large files are processed in background batches so nothing times out.
Does it work for multiple companies or branches?
The platform is multi-tenant. Each organization gets an isolated workspace with its own users, settings, numbering and data.
How do we get support or onboarding?
Reach out on support@salesnavigator.in or call +91 6362799091. We help with setup, integrations and team training.
Get Started
Ready to run sales on one system?
Sign in to your workspace, or talk to
our team
about onboarding, data migration and integration setup.
