Lead · Quote · Cash · Serve · Feedback
Revenue
One view from first touch to NPS close-loop. CRM holds the pipeline, Sales converts and ships, Marketing fills the top of funnel, Helpdesk keeps customers — and every ticket, campaign response, and survey score lands on the same contact record without re-keying.
Pipeline value
₹ 2.34 Cr
+ ₹18L this week · 5 deals stage-advanced
Revenue MTD
₹ 47.2 L
84% of Jun target · 9 SOs raised
Open tickets
14
3 SLA at risk · P1 escalated 2h ago
NPS score
+62
+4 pts vs last quarter · 68% WA response
tapAdvisor · ₹ at risk this FY · Revenue
₹ 3.8 L
3 proactive recommendations across CRM, Sales and Survey — sorted by deadline. The nearest window (QRMP opt-in) closes in 59 days. Open the full tapAdvisor pipeline →
tapAdvisor · QRMP quarterly filing window — 59 days left
Recommended
GST QRMP Scheme
Without action
Continue filing GSTR-1 + GSTR-3B monthly (12 GSTR-1 + 12 GSTR-3B = 24 returns/year)
− ₹ 42,000
Estimated CA filing fees for 24 annual returns · opt-in window closes 31 Jul
With action by 30 Jun
Opt into QRMP (turnover ≤₹5Cr confirmed) — 4 GSTR-1 + 4 GSTR-3B + monthly IFF = ~16 filings/year
+ ₹ 42,000
CA filing fee saving ₹30–60k/year · reduced compliance load on sales ops
Cited provision: GST QRMP Scheme (Notification 84/2020-CT) — quarterly GSTR-1 + GSTR-3B for turnover ≤₹5Cr; IFF for B2B invoices in M1/M2 · Source: bajajfinserv.in/qrmp-scheme
⚠ AI-generated guidance based on the cited provision. tapestree does not provide tax advice — confirm with your CA/advisor before acting.
Pending CA approval · sent to ca@aanya.co
Modules in Revenue
5 modules · one customer journey from lead to loyalty
CRMWA-native deal pipeline · MEDDIC stage gates · AI deal coach · DPDPA consent log.
SalesQuote → SO → e-invoice IRN → E-Way Bill → dispatch → UPI payment link in one Q2C state machine.
MarketingWA broadcast (zero BSP markup) · email drip · TRAI/DPDPA consent · multi-touch attribution to pipeline.
HelpdeskWA-first omnichannel inbox · ERP-linked Customer 360 · AI deflection before a human lifts a finger.
Survey / NPSNPS · CSAT · eNPS via WhatsApp — detractor responses auto-route as Helpdesk tickets with 48h SLA.
One Revenue view · surfaced from across the suite
unify the view, keep the modulesPipeline to cashfrom CRM
Commit forecast
₹ 48.6 L · Jun close
AI flagged
2 stale deals · 14 days no touch
Same deal becomes an SO and an AR in Sales →
Funnel attributionfrom Marketing
MQLs handed off
34 this month · 6 converted
Top source
WA broadcast · 38% of pipeline
A campaign contact and a CRM deal at once →
Post-sale healthfrom Helpdesk
Detractors (NPS)
2 open tickets · 48h SLA
AI deflected
9 of 14 tickets this week
Every detractor is a retention signal in CRM →
The weave · one record, two workspaces
Tally / Zoho / Salesforce can't show this — their modules are separate appsABC Industries — the same customer, two lenseswoven, not bolted
AI
1 record
ABC Industries Pvt Ltd
Revenue / CRM lens
DL-2026-0381 · renewal deal · Negotiation stage
₹18L annual contract renewal. MEDDIC depth 5/6 — Champion confirmed, Economic Buyer last touched 8 days ago. AI coach flagged stale: "No outreach since demo on 23 May." WA nudge drafted. Open in CRM →
Money / Finance lens
AR — ₹4.2L overdue · INV-2026-0219 · 47 days
The same customer has an outstanding invoice in Finance AR, now 47 days overdue. Paying this clears their credit block and unblocks the renewal. Collections nudge and deal stage are linked — act on one, the other updates. Open in Finance →