Company information
Keep the organisation name, business details, addresses and the information your proposal workflow needs in one maintained record.
Customer Management
Keep the customer at the centre of every proposal, visit and follow-up.
Customer information should not be scattered across spreadsheets, contact lists, old proposals, notebooks and chat threads. Prastav gives your team one place to keep the customer context that matters to the sales and proposal process.
Keep companies, contacts, addresses, proposals, documents, site visits, follow-ups and next actions connected — so your team always knows who the customer is, what has happened, and what needs to happen next.
Customer Record
Give your team one reliable place for the customer details they use every day.
A customer record should be more useful than a company name and phone number. Keep the business, contacts, addresses and relevant customer information together so proposals, site visits and follow-ups start with the right context.
When several people from your team work with the same account, they should not have to ask who the main contact is, which address applies, or where the latest details were stored.
Contacts and decision-makers
Keep the right people connected to the account — sales contacts, purchasing contacts, project contacts or anyone else involved in the customer conversation.
Multiple locations or addresses
Keep the customer’s relevant business or project locations available when a proposal, site visit or delivery-related conversation refers to a specific place.
Consistent data across the team
Reduce duplicate customer entries and repeated typing by working from the same customer record whenever the team creates proposals or records follow-up activity.
Customer Work
Keep the work you do for the customer connected to the customer.
Proposals, supporting documents, site requirements and revisions make more sense when they are seen in the context of the customer they belong to. Prastav keeps those records connected instead of leaving the team to reconstruct the history from folders and message threads.
Before the next call or meeting, your team can understand what was proposed, which documents were relevant, and which customer requirement the conversation is continuing from.
Latest customer-facing commercial proposal.
Customer requested a revised commercial offer.
Supporting requirement attached to the customer conversation.
Follow-up scheduled for the account owner.
Site Visits
Keep site information with the customer instead of in someone’s phone.
For businesses that visit customer locations before quoting, keep the visit attached to the customer and capture the information that will matter later — notes, measurements, observations, photos, requirement files and the people involved.
This gives the salesperson a clearer starting point when the site visit becomes a proposal or when the customer asks for a revision weeks later.
Customer
ABC Industries Pvt. Ltd.
Peenya Industrial Area · Bengaluru
Site visit
Requirement survey
Measurements, site notes and customer discussion.
Attachments
3 supporting files
layout.pdf · notes · site-photo.jpg
Next step
Prepare proposal
Use the same captured requirement context.
Follow-ups & Calendar
Make the next customer action visible.
Proposal-driven sales often depends on timely follow-up. Record what needs to happen next, who owns it and when the customer should be contacted again instead of relying on personal reminders or scattered notes.
Calendar activity and notifications help the team keep important customer commitments visible as the proposal moves through revisions, decisions and later delivery or service conversations.
Review revised proposal
- Customer
- ABC Industries
- Owner
- Sales team
- Follow-up
- 15 Sep 2026
The customer relationship is not left inside one salesperson’s memory.
When the team can see the customer, the latest proposal and the next action together, handovers are easier and opportunities are less likely to go quiet simply because a reminder was missed.
Connected Customer Context
Customer management works best when it is connected to the selling workflow.
Customer information is more useful when it can flow into proposals, site visits, documents and follow-up activity without being copied repeatedly. That is the role Customer Management plays inside Prastav.
It gives the rest of the platform a shared customer context — so the proposal knows who it is for, the site visit knows which account it belongs to, and the follow-up knows which conversation it needs to continue.
Customer→
Site Visit→
Proposal→
Documents→
Follow-up
One customer context across Prastav
Less searching. Less retyping. Better continuity from one customer conversation to the next.
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