Total prospects
6Evitas Foundation
Organization Admin Dashboard
Full tenant CRM overview, team activity, pipeline health and priority actions.
Full tenant CRM overview
Secure workspace
New prospects this month
6Active opportunities
3Pipeline amount
₹55LWon amount
₹0Overdue follow-ups
1Meetings this week
0Proposals pending
2Staff active today
7Documents ready
3Pipeline by stage
| Public Health CSR GrantProposal Drafting | ₹25L |
| Digital Public Health Monitoring GrantFollow-up Ongoing | ₹18L |
| School WASH CSR PartnershipContact Verified | ₹12L |
Staff-wise performance
| Evitas Organization AdminOrganization Admin | active |
| Evitas BD HeadBD Head | active |
| BD ExecutiveBD Executive | active |
| Akash VyasBD Executive | active |
| Proposal WriterProposal Writer | active |
| Finance Compliance UserFinance/Compliance | active |
| Read Only ViewerViewer | active |
Donor category split
| CSR Company3 | Active |
| HNI1 | Active |
| Foundation1 | Active |
| Government-linked1 | Active |
Theme-wise opportunity value
| Health25L | Active |
| WASHPipeline | Research |
| EducationProspecting | New |
Today’s priority actions
| Family Office ProspectVerify contact route through referral. | medium |
| Acme CSR FoundationSend concept note outline to CSR manager. | high |
Recent activities
| Acme CSR FoundationDiscussed CSR focus areas and requested concept note. | Positive |
| Asha Health FoundationShared public health monitoring introduction note. | Awaiting response |
| Narmada Textiles CSRRequested discovery meeting for School WASH CSR fit. | Meeting requested |
| Live Save Verification 1782294486976Live Save Verification 1782294486976 added to CRM. | Active |
Donor-ready output shortcuts
| Partnership brief/crm/outputs/partnership-brief/opportunity-1 | Print-ready |
| Proposal summary/crm/outputs/proposal-summary/proposal-1 | Print-ready |