Rep - Sugar Alchemy CRM

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📦 New Sample

Samples are free — just send bakery name, delivery address, and date for dispatch.

Bakery name *

Delivery address *

Sample date *

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Loading today’s stickies…

📣 Marketing

Lead Pool stages (Active·Study·In talks·Park·Close). Study tool for prep. Working on to dial.

Lead Pool

Active

New + warm share (no req yet). Park · Close.

Bakery	Last called	Last call notes	Actions
Select a city above to load leads.

Study

How much · who · resistance. Open Study for full details.

Bakery	How much	Who	Resistance	Actions
No Study leads.

In talks

≥15 kg or Doc strategy · req + last 5 notes.

Bakery	Req / strategy	Last 5 notes	Actions
No In talks leads.

Bakery	Blocker	Actions
No Block leads.

Parked

Bakery	Reason	Parked until / date
No parked leads.

Closed

Bakery	Reason	Closed date
No closed leads.

📋 Sales

One row per bakery — latest sample, order, or trial.

Loading sales…

🤝 Relationship

Customer records, joint calls, and case studies. Follow-ups live on Planner → Scheduled.

📋 Build Order

Bakery

Pick the bakery first, then build the order like a bill.

Order Type

Customer type *

Order date *

Products & Quantities

Delivery Address

Customer GST (optional)

Bill Amount (₹)

Notes (optional)

Loading product complaints...

Decide if this lead is worth chasing. Save draft anytime. Admin only sees it after you Add to Chase.

Lead type *

Who are you talking to? *

Requirement — fondant kg / month *

Positioning

Price / price list * Competitor / brand * Marketing material *

Opening

Is there a real opening? * Why? (optional)

Call notes so far

No calls logged yet.

Notifications

📦 New Sample

📣 Marketing

Lead Pool

Active

Study

In talks

Block

Parked

Closed

📋 Watchlist

🎯 City Target

Study

Working on

Blocker

📣 Pitch

Customer records

📋 Sales

🤝 Relationship

📋 Build Order

Rep Login

📦 New Sample

📣 Marketing

Lead Pool

Active

Study

In talks

Parked

Closed

📋 Watchlist

🎯 City Target

Study

Working on

Blocker

📣 Pitch

Customer records

📋 Sales

🤝 Relationship

📋 Build Order

✏️ Edit Order

Product Complaint

Customer Profile

Log Call

Call logged — next?

Lead Study — understand + plan

Add Contact

Edit Contact

📅 Set Follow-up Date

Add to Today's Plan

Profile Photo

📦 Stock on hand