sales pipeline · Sarnakh
Sarnakh — Operational sales CRM for pipeline, quotes and follow-up
Get deals out of Excel and chat. Sarnakh keeps stage, owner, quote and next action in one sales CRM. In the demo you queue WhatsApp or Bale follow-up and see it labelled as queued — no live operator gateway is claimed.
Sarnakh is operational sales CRM for teams that need a pipeline, quotes and queued WhatsApp/Bale follow-up instead of Excel and chat — not a HubSpot replacement.
- Best for
- Small and mid-size sales teams with multi-step follow-up
- Use when
- Managers ask people for deal status and follow-up lives in chat
- Instead of
- Excel, sales chat, and a heavy global CRM suite
- License
- Annual standard license (see pricing on page)
Introduction
A sales CRM you can run in ten minutes
When follow-up lives in chat and salesperson memory, nobody knows where a deal sits or who must call today. Sarnakh is for growing sales teams that need stage, owner and next action — not a full marketing-automation suite.
It is not HubSpot, Bitrix or Salesforce. You drag the pipeline, approve a quote, tap WhatsApp or Bale, and open the demo inbox. A live messenger panel is scoped after consulting.
If a sales manager still asks people for deal status, the live demo shows pipeline, quote and channel follow-up without a backstage explanation.
Problem
Where Excel and chat leak revenue
Leads without an owner, follow-up without a date, and deals without a stage mean good opportunities wait and weak ones stay open forever. The weekly forecast is a story, not a funnel.
New sellers cannot see history. Managers cannot see where deals stall. WhatsApp promises vanish in personal chats.
- Leads scattered across chat and spreadsheets
- Forgotten follow-up with no calendar
- A pipeline that exists only in someone’s head
- No conversion view for the sales manager
- Quotes sitting outside the deal
Solution
How Sarnakh runs the sales day
Every opportunity keeps a stage, an owner and a next action. You drag cards across the funnel, send a quote through approval, and queue a WhatsApp or Bale follow-up that appears in the demo inbox with an honest label.
Less leaked pipeline, clearer coaching, and a conversion report you can show — without claiming marketing automation.
- Capture and score leads
- Drag deals between pipeline stages
- Queue WhatsApp or Bale follow-up on the deal
- Quotes with manager approval
- Stage conversion and loss reasons
Capabilities
What you actually click in Sarnakh
From a new lead to a quote and a queued follow-up — the ten-minute walkthrough.
Lead capture and ownership
Source, owner and amount sit on the record so a deal does not vanish in chat.
Drag-and-drop pipeline
Move a card between stages. Column counts and amounts are readable for a sales meeting.
WhatsApp and Bale follow-up (demo)
One tap from the lead list or a quote. The message appears in the inbox with a queued (demo) label. A live operator gateway is not claimed.
Jalali reminders and calendar
Next action and due date stay on the deal; demo channels write to the same inbox.
Quotes and approval
A quote waits for the manager, then converts to a deal — not a file on someone’s desktop.
Simple lead scoring
Amount, source and stage rules help the team spend time on better opportunities.
Conversion reporting
Stage rates and loss reasons so a manager sees where deals stall.
Embed form and webhooks
A sample site form and webhook log are in the demo; deep CRM integrations are scoped later.
How it works
From lead to quote in the live demo
A ten-minute path: pipeline, channel follow-up, quote, conversion.
Move the pipeline
Open a seed deal and drag it to the next stage. Column value updates.
Queue WhatsApp or Bale
One tap from the lead or quote row; open the inbox and read the queued label.
Approve a quote
Show a pending quote, approve it, or follow up the same deal again.
Read conversion
Show stage rates and loss reasons to the sales manager.
Best fit
A good fit for
Small and mid-size B2B teams that still run follow-up in Excel and chat.
- Sales teams with multi-step B2B follow-up
- Businesses receiving leads from several channels
- Managers who need funnel and bottleneck visibility
- Teams that want operational CRM before a heavy enterprise suite
Not a fit
Not the right fit for
Sarnakh is operational sales CRM, not a global marketing cloud.
- A phone book with no pipeline or follow-up
- A HubSpot, Salesforce or Bitrix replacement with full marketing automation
- A one-person team unwilling to log next actions
Differentiation
Why start here instead of a global suite
You feel pipeline and quotes the same day. We do not claim to beat HubSpot feature-for-feature.
An operational funnel, not a slide
Drag stages, see column value, keep a next action on every deal.
Honest channel follow-up
WhatsApp and Bale are queued and visible in the demo; a live gateway is separate.
Not an enterprise suite
Built for a small or mid-size sales team, not as a Salesforce substitute.
Quote to conversion
Approval and loss reasons are part of the same walkthrough.
Pricing
Annual license
Annual license
$69 / year
An annual license covers standard deployment and minor updates. Deep integrations, custom training and bespoke work are scoped separately.
Related services
When you need deeper customization
From the blog
Read more about this domain
FAQ
FAQ
Who is Sarnakh for?
Growing sales teams that track leads in spreadsheets and messaging and lose next actions.
How is it different from Excel and WhatsApp?
Those tools do not keep live stage ownership. Sarnakh keeps pipeline, owner, quote and follow-up on the deal. Demo WhatsApp/Bale is queued and visible, not a live gateway.
Is there a live demo?
Yes. It shows drag-and-drop pipeline, quote approval, queued WhatsApp/Bale follow-up and conversion reporting.
Is it a HubSpot or Salesforce replacement?
No. It is operational sales CRM for pipeline and quotes. Full marketing automation and multi-module suites are out of scope.
Can we migrate from Excel?
Yes; data migration is usually part of deployment and estimated in consultation.
Does pricing include sales training?
Basic enablement can be included; extensive training is separate.
Does WhatsApp or Bale send for real?
In the demo the message is queued and shown in the inbox. A live operator gateway is not in the base license and is scoped in consulting.
How is conversion visibility handled?
Through clear stages and a conversion report with loss reasons so managers see where deals stall.
When is Sarnakh the right choice?
When more than one seller is involved and managers depend on people to know deal status.
What support exists after go-live?
Support follows the project agreement.
Software environment
Sarnakh in practice
Version history
-
Version 2.5.0
- WhatsApp and Bale follow-up on the deal: one tap from leads and quotes, visible in the inbox with a queued (demo) label
- Pipeline column amounts, sales/admin tours and a ten-minute path to conversion
- Honest positioning: operational sales CRM, not a HubSpot replacement or a live messenger gateway
-
Version 2.4.0
- Richer funnel seed: 20 leads, filled DnD columns, five quotes with approval path
- Sales/admin/viewer role tours: funnel → leads → quotes → conversion
- Stable one-tap call/WhatsApp logging plus daily summary counts
-
Version 2.3.0
- Clearer role tours with real highlights on pipeline and lead cards
- Richer notifications for overdue follow-ups and sales events
- Polished channel messaging, mobile navigation, and conversion reporting
-
Version 2.2.0
- Stage conversion reporting for sales managers
- Public embed/form kit for capturing website leads
- Quick activity logging, notification center, channel inbox, and role tour
-
Version 2.1.0
- Improved workflow visibility
- Refined team reporting
-
Version 2.0.0
- Updated role controls
- Improved everyday navigation
-
Version 1.2.0
- Standard deployment baseline released
-
Version 1.1.0
- ثبت منبع سرنخ و برچسبگذاری اولیه
- یادآوری پیگیریهای معوق
-
Version 1.0.0
- انتشار MVP: ثبت سرنخ و کارت فرصت پایه
- فهرست پیگیری روزانه فروش
See pipeline, quotes and WhatsApp follow-up in the demo
Sign in as sales: drag the funnel, approve a quote, queue WhatsApp or Bale. A live gateway and data migration are scoped in consulting.