Module · Lead & Project Sales

Win the projects, not just the reorders

B2B and project sales move on long cycles — site enquiries, architect specs, quotations and negotiations. SalesDiary gives every lead a pipeline: capture and qualify enquiries, track each project and site, manage quotations and approvals, and forecast win-loss — so big-ticket deals stop slipping through WhatsApp and spreadsheets.

Pre-sales & field reps Project & key-account managers
Project pipeline · North
Prestige Towers · site
Architect specified · 2,400 units
Negotiation
Brigade Gateway
Quotation sent · ₹9.2L
Quote
LeadQualifiedQuoteWon
Win rate 32%Pipeline ₹1.2 Cr
What it does

A pipeline for every long-cycle deal

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Stop losing big deals in the gaps

What changes once every project lead lives in one pipeline.

Every lead
tracked to a stage & owner
Faster
quote-to-order cycle
Live
forecast by stage & value
Win-loss
visible on every deal

Outcomes depend on sales cycle, deal size and rollout scope.

FAQ

Lead & project sales, answered

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Works across

Put your project pipeline on one board

Book a walkthrough and we'll map your lead stages, quotations and forecast to how your B2B team actually sells.