Sobya Pvt LLP

2026 · CRM & ERP

A sales CRM built around one screen: every company in the pipeline, who owns it, what it's worth and how likely it is to close.

Sales teams rarely struggle for data. The trouble is that it's spread everywhere: deal values in one tool, conversations in another, and the real state of the pipeline in somebody's head. We wanted the whole picture on one page, so a manager could open it on a Monday morning and know exactly where to look.

Every row is a company. You can see its segment and stage, the account owner, open deals, pipeline value and win probability, plus a little activity trend that shows when an account is starting to go quiet. Sort by value or by how likely a deal is to close, filter by owner, stage or recent activity, and the totals along the bottom keep up as you go.

Click into a company and a panel slides open with the account summary, how healthy each stage of the deal looks, and a tally of every email, meeting and call. Adding a new company is one short form, and it lands in the list straight away.

We also sweated the small stuff that saves time every day: a quick search that jumps straight to any account, and notifications when a teammate mentions you, moves a deal along or a win probability takes a dip. And it holds up on a phone too, with the filters tucked neatly into a sheet.