Prevoyance Universe/Prevoyance CRM
Leads, the people behind them, and the mail thread on each one.
Lead and contact management for the Prevoyance sales pipeline. Leads across their stages with products, value and next action; the people and companies behind them; the mail thread on each one; and the spreadsheet imports that brought them in. Personal details stay masked until there is a reason to read them, and that reason is recorded.
Prevoyance CRM holds its own accounts. Launching it opens its sign in screen.
What it does
Leads by stage, product, sector and owner, with expected value, next action and close date. Every count on a screen is the count of the records behind it, and a filtered list reports the total of what it filtered.
Named individuals at prospect organisations, the account each belongs to, and the activity recorded against every lead. Deleting a contact that still has leads is refused rather than taking the pipeline with it.
Outbound send through the configured relay and inbound polling, threaded against the lead. Spreadsheets are previewed before they are committed, and the imported and skipped counts are reported against the preview total.
Email addresses and telephone numbers are masked on the way out of the API, not in the browser. Reading one in the clear is a separate request that states a reason and writes an audit record holding the reason, never the value.
The Prevoyance sales team, and the account owners who work the pipeline with them.
Open Prevoyance CRM
This cloud server is a sandbox owned by Prevoyance IT Solutions Private Limited. Access is granted per application, so a sign in to one is not a sign in to another.