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
3RFPs awaiting review
13Converted RFPs this month
0Pipeline 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 |
| Unlinked prospectLive Verification RFP: Public Health Partnership saved to RFP Inbox for review. | Active |
RFP review queue
| Live Verification RFP: Public Health PartnershipVerification Foundation | 2026-08-15 |
| Live n8n Smoke Test RFPSmoke Test Foundation | 2026-09-01 |
| RFP - Selection of Consulting Agency for Development of Government-ready R... PATH Location: India Apply by: 06 Jul 2026PATH | 2026-07-06 |
| Tender Notice for Pond Desiltation at Hooghly, West Bengal WaterAid India Location: Aima Soshankali, Dadpur GP, Hooghly, West Bengal Apply by: 01 Jul 2026WaterAid India | 2026-07-01 |
| RFP - Hiring an agency for supplementary Scoping Study on Technology-Facil... UN Women Location: India Apply by: 07 Jul 2026UN Women | 2026-07-07 |
| RFQ - Baseline Study Community Development: From Margin to Many – Phase III Synodical Board of Social Services of The Church of North India – (CNI-SBSS) Location: India Apply by: 3(CNI-SBSS) | 2026-06-30 |
| TOR for Consultants: Fairtrade Certification Support in Alluri Sitaramaraj... Fairtrade India Project - CSM Location: Alluri Sitharama Raju, Andhra Pradesh Apply by: 01 Jul 2026Fairtrade India | 2026-07-01 |
| RFQ - Annual Report Content Development, Design, Layout & Production Servi... Synodical Board of Social Services of The Church of North India – (CNI-SBSS) Location: India Apply by:(CNI-SBSS) | 2026-06-30 |
| RFP - Providing Integrated Doorstep TB Diagnostic (Chest X-ray, QuantiFERO... William J. Clinton Foundation (WJCF) Location: Delhi Apply by: 11 Jul 2026William J. Clinton Foundation | 2026-07-11 |
| RFP - Hiring vendor/agency for the Procurement of Laptops Jhpiego Location: India Apply by: 24 Jun 2026Jhpiego | 2026-06-24 |
| RFP - STEM Education Consultant for Government Schools MAMTA Health Institute for Mother and Child (MAMTA) Location: India Apply by: 29 Jun 2026MAMTA Health Institute | 2026-06-29 |
| RFQ - End-line Evaluation — Community Development: From Margin to Many – P... Synodical Board of Social Services of The Church of North India – (CNI-SBSS) Location: India Apply by:(CNI-SBSS) | 2026-06-30 |
| RFP No. : The Union INDIA/Off/Admin/2026/037SAMS-STC | New |
Donor-ready output shortcuts
| Partnership brief/crm/outputs/partnership-brief/opportunity-1 | Print-ready |
| Proposal summary/crm/outputs/proposal-summary/proposal-1 | Print-ready |