Every branch on one board, roll-ups included
Run separate territories, price lists and WhatsApp numbers per branch, and still see one consolidated pipeline at head office.
Group pipeline
₹4.6Cr
↑ 11%
Best branch
Pune
42% win rate
Needs attention
Indore
Ageing leads
| Branch | Pipeline | Win rate | Status |
|---|---|---|---|
| Pune | ₹92L | 42% | Ahead |
| Jaipur | ₹61L | 29% | On plan |
| Indore | ₹24L | 17% | Behind |
Unlimited
Branches and territories
Per-branch
WhatsApp numbers and templates
Live
Head-office roll-up
The problem
Each branch keeps its own sheet, its own WhatsApp number and its own version of the price list. Consolidating a monthly number means five phone calls and a lot of copy-paste.
What changes
Data boundaries that hold
Branch managers see their own leads; regional heads see their cluster; head office sees everything.
Local numbers, one inbox model
Each branch answers on its own WhatsApp number with its own templates and business hours.
Transfers without losing history
Move a lead between branches and the full chat, call and quote trail moves with it.
Consolidated reporting
Compare branches on conversion, ageing and revenue without exporting anything.
How it runs
Model the org
Create branches, clusters and roles with the access each level needs.
Attach numbers
Map a WhatsApp number and calling line to each branch.
Roll up
Head office gets a single dashboard across every branch.
“Nine showrooms, nine numbers, one pipeline. The Monday review went from two hours of collation to opening one screen.”
Farhan Qureshi
Director, Meridian Retail Group
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