The report stops at lead count.
Marketing reports enquiries while sales updates a separate tracker on what happened to them.
Keep the source with the opportunity as it moves through estimates, approvals and bookings.
The campaign report says leads came in. The sales sheet says something else. Keep the source, owner and progress with each enquiry so marketing and sales can have the same conversation.
First project onboarded in 48 to 72 hours.
Marketing reports enquiries while sales updates a separate tracker on what happened to them.
Keep the source with the opportunity as it moves through estimates, approvals and bookings.
A spreadsheet row arrives without a clear owner, conversation history or next step.
Give the enquiry an owner and keep activities and follow-up alongside the buyer’s requirements.
Teams rebuild audiences from exported files and have to check who should receive the message.
Build email audiences from shared records, preview the message and review recipient status in the campaign.
Record where the enquiry came from, the relevant project and the person responsible for it.
Review the opportunity’s journey through estimate, approval and booking, along with calls and visits.
Use shared contact records and campaign audiences, with preview and recipient-level delivery history.
Start with the buyer’s enquiry, its source and owner. Connect your preferred AI tool to ask questions across the records your role can access.
The enquiry carries its lead source, buyer requirements, assignment field and activity.
Connect an MCP-compatible assistant to the records your role can access.
A campaign creates interest. The cost sheet or offer that follows should carry the same care. Work with sales on an approved format, then use AI to create and test a reusable document template.
See the document workflow“Turn this approved offer format into a template. Keep our branding, use the buyer’s agreed unit and terms, and test the relevant records before publishing.”
Example instruction for your preferred MCP-compatible AI tool.“List open enquiries by lead source, with their owner and current stage. Which ones need a next follow-up?”
Ask through your chosen MCP-compatible assistant, using the records your role can access. The in-app AI Help Desk explains each screen when you need a hand.
Explore AI in NirmaanOneUnlimited seats. Pricing follows your active projects, regardless of project or team size.
How pricing worksControl who can see, change and approve work with role-based permissions.
Permissions & trustOnboard your first project in days. Onboarding for your first three projects is included.
Your onboarding planHave a project-specific question?
Bring it to the walkthrough.
Pricing is based on the number of active projects, regardless of project size or team size. Unlimited seats let sales, finance, marketing and the wider office work together from day one.
Yes. Role-based access control lets you limit what each person can see, create, change and approve. Give your team access to the work they need.
Your first project is onboarded in 48 to 72 hours. We work with your team on the project data, setup and workflow. Onboarding for your first three projects is included.
Yes. Use Gemini or another tool of your choice through a compatible MCP client or API. Your NirmaanOne permissions apply to the connection. We will walk through the setup for your chosen tool.
We will follow an enquiry from source to sales action and show how shared records support the next campaign.