Same sign-in and search as your mail and tasks.
The CRM shares people and access rules with Mail, Messages, Tasks, Workboard and the approval inbox, so the pipeline sits beside the work that delivers it.
Anslation One · Revenue CRM
Revenue CRM, pipeline beside the work that delivers it.
Revenue CRM in Anslation One is the sales part of the company workspace: leads, deals, accounts, contacts and activities, with a pipeline board and a Sales dashboard, on the same sign-in and search as mail and tasks.
What sets Revenue CRM apart, in one workspace.
Access that follows your org chart.
A salesperson can be limited to their own records, a manager to a team or department, and leaders to the whole company.
A pipeline board with rules.
Drag a deal between stages or onto Won or Lost; a lost deal needs a reason, and a move the server refuses is put back.
Values per currency, never mixed.
Each stage shows its count and its value in each currency, so no column adds two currencies together.
Lost reasons and win rate, on the dashboard.
Every lost deal carries its reason, and the Sales dashboard charts lost reasons and the win rate over the last 90 days.
Several companies, one login.
Each company keeps its own pipeline, currency and formats, and the switcher keeps their data apart.
Everything in Revenue CRM, feature by feature.
What each feature of Revenue CRM lets you do, and where it lives in the workspace.
| Feature | What you can do | Where it lives |
|---|---|---|
| Lead management | Capture leads with their source, owner, priority, value and next follow-up date, and move each through its statuses as it qualifies. | Leads |
| Deal tracking | Track each opportunity’s stage, value, probability, source, expected close date and account. | Deals |
| Pipeline board | See open deals in columns by stage, from discovery to negotiation, with each column’s count and value per currency. Drag a card to move it or drop it on Won or Lost; on a phone, a move menu does the same. | Deals |
| Won and lost deals | Marking a deal lost asks for the reason, and the Sales dashboard charts lost reasons and the win rate. | Deals |
| Account records | Keep the companies you deal with, from clients and partners to vendors and prospects, with owner, type, industry and linked contacts. | Accounts |
| Contact records | Keep buyer, stakeholder and partner contacts linked to an account, with their lifecycle stage. | Contacts |
| Activities and follow-ups | Log calls, emails, meetings, notes and tasks against an account, contact, lead or deal, and see which follow-ups are past their due time. Logging a call or note from a deal card opens the form already filled in for that deal. | Activities |
| Pipeline figures and charts | See open deals, pipeline value, weighted pipeline, win rate over 90 days, qualified leads and follow-ups due. Charts show deals by stage, leads by status, activities by type, lost reasons and deals created per week, beside the deals closing in the next 30 days. | Sales dashboard |
| Search across the CRM | Workspace search, opened with Ctrl+K or Cmd+K, finds accounts, contacts, leads and deals by name and opens the record. | Search |
How it works
From a new lead to a won deal
One opportunity moves through Leads, Deals and Accounts, with its calls and notes logged on the way.
Lead captured
A lead is added with its source, owner and next follow-up date.
Lead qualified
The lead moves through its statuses as it qualifies.
Deal opened
A deal is added and linked to the lead and its account.
Through the stages
On the pipeline board, the deal is dragged from stage to stage, with calls and notes logged from its card.
Won or lost
The deal is marked won, or lost with a reason, and the win rate and lost-reasons chart update.
Who uses it, and for what.
Each person sees the tools their role opens, scoped to the company, a department, a team or their own work.
- SalespeopleWork their own leads, deals and follow-ups, and log calls and notes from a deal card.
- Sales managersSee their team’s or department’s pipeline, move and close deals, and read the Sales dashboard.
- Founders and ownersSee the whole company’s pipeline, win rate and lost reasons.
- Account and delivery teamsRead account and contact details when their role is given CRM access.
Revenue CRM, answered.
Still have a question? Contact us
What is Revenue CRM in Anslation One?
Revenue CRM is the sales part of Anslation One: leads, deals, accounts, contacts and activities, with a Sales dashboard and a pipeline board. It shares sign-in, search and access rules with mail, tasks and the rest of the company’s work.
Can we manage deals on a pipeline board?
Yes. Open deals sit in columns by stage, from discovery and qualification to proposal and negotiation, with each column’s count and value per currency, and you drag a card to move it or drop it on Won or Lost. Marking a deal lost asks for the reason, which the dashboard charts.
Who can see which leads and deals?
Access is set per role and per person, and each grant has a reach: a person’s own records, their team’s or department’s, or the whole company’s. Dashboard figures are counted from the same lists, so everyone sees numbers for the records they may open.
Does Revenue CRM sync with email, calendar or web forms?
No. Calls, emails and meetings are logged by hand as activities, and logging a call or note from a deal card opens that form already filled in. Mail and Calendar sit in the same workspace but do not write to the CRM, and there are no web-to-lead forms.
What does the Sales dashboard show?
Open deals and pipeline value, weighted pipeline, win rate over the last 90 days, qualified leads and follow-ups due, with charts of deals by stage, leads by status, activities by type and lost reasons. It also lists the deals closing in the next 30 days, and it does not forecast by period or track quotas, territories or commissions.
How much does Revenue CRM cost?
Pricing is shared when Anslation plans the setup with your company. Start by telling Anslation how the company is organised and which tools you need first.
More of Anslation One.
Every suite shares the same people, files and records, so work moves between them without copying anything.
- Work and communicationMail to done, without switching apps.
- My Day and Command CenterA start page for each person.
- People and HRFrom offer to attendance and payroll.
- Business operationsMoney, vendors and contracts in one desk.
- AutomationScheduled rules, every run on record.
- Workplace ITRequests and equipment, handled.
- All of Anslation OneEvery suite on one page.
Plan your Anslation One setup.
Tell us how your company is organised and which tools you need first. We set up Revenue CRM with your teams and roles, and the rest of Anslation One when you are ready.
Office hours: Monday to Saturday, 10:00–18:00 IST+91 74158 85838