Pipeline
Search deals, companies… ⌘K

Good evening, Aarav

Here's how CreatiSoul is tracking this month.

Open pipeline
₹12.4L
▲ 8.2% vs last month · 5 deals
Won this month
₹1.85L
▲ 21% · 1 deal closed
MRR
₹2.05L
▲ 4.1% · 4 active retainers
Overdue invoices
₹1.2L
2 invoices · oldest 14 days

My open deals

· 3 owned by you View pipeline →
AS
Lumen Media — Social + Ads
Lumen Media US · SMM
$4,500/mo
Negotiation
AS
Skyline — Meta Ads Retainer
Skyline Builders · Meta Ads
₹85,000/mo
Won
KR
Nova — SEO Retainer
Nova Interiors · SEO
₹45,000/mo
Qualified

Recent activity

All →
Lumen Media moved to Negotiation
Today · 4:12 PM
Aarav added a note on Lumen Media
Yesterday
Deal Skyline — Meta Ads marked Won
2 days ago · ₹85,000/mo
Diya emailed proposal to Prestige Realty
3 days ago
GreenLeaf Organics created as a new lead
5 days ago

Companies

5 accounts · ₹12.4L open across active deals.

Company Type Lifecycle Owner Open deal value
Skyline BuildersMumbai, IN
 Builder Customer
AS
Aarav Shah
 ₹85,000/mo
Prestige RealtyBengaluru, IN
 Realtor Customer
DN
Diya Nair
 ₹3,20,000
Nova InteriorsPune, IN
 Business Prospect
KR
Kabir Rao
 ₹45,000/mo
Lumen Media USAustin, US · USD
 Business Qualified
AS
Aarav Shah
 $4,500/mo
GreenLeaf OrganicsDelhi, IN
 Business Lead
DN
Diya Nair
 ₹30,000/mo

Pipeline

5 open deals · ₹12.4L weighted value across 5 stages.

Group by Stage

Lead In

1 ₹30,000
GreenLeaf — Google Ads
GreenLeaf Organics
₹30,000/mo
Google Ads
DN

Qualified

1 ₹45,000
Nova — SEO Retainer
Nova Interiors
₹45,000/mo
SEO
KR

Proposal Sent

1 ₹3,20,000
Prestige — Website Revamp
Prestige Realty
₹3,20,000 one-off
Web Dev
DN

Negotiation

1 $4,500/mo
Lumen Media — Social + Ads
Lumen Media US
$4,500/mo
SMM Meta Ads
AS

Won

1 ₹85,000/mo
Skyline — Meta Ads Retainer
Skyline Builders
₹85,000/mo
Meta Ads
AS
Pipeline / New Business / Lumen Media — Social + Ads

Lumen Media — Social + Ads

Lumen Media US · Negotiation
$4,500/mo
≈ ₹3,74,000/mo · USD
Lead In
Qualified
Proposal Sent
Negotiation
Won

Activity

· 4 events
Add a note about this deal…
SystemToday · 4:12 PM
Stage moved from Proposal Sent to Negotiation.
Aarav Shah· NoteYesterday
Sent revised proposal, awaiting sign-off. Lowered setup fee; held monthly retainer at $4,500. CFO reviewing by EOW.
Aarav Shah· Email2 days ago
Shared case studies — Skyline Meta Ads + a US-market SMM teardown. Opened twice.
Aarav Shah· Call4 days ago
Discovery call — 32 min. Scope: organic social + Meta Ads retainer. Budget confirmed, decision-maker looped in.

Key facts

Expected close
12 Jun 2026
Currency
USD ($)
Source
Referral
Probability
70%

Linked engagement

Contacts

· 2 + Add
EM
Emma MercerVP Marketing · Decision-maker
JT
Jordan TranFinance Lead · Billing

Contacts

Coming soon in this mockup.

Engagements

Coming soon in this mockup.

Invoices

Coming soon in this mockup.

Settings

Coming soon in this mockup.