Varuna auto-logs every call, creates follow-up tasks with context, flags stalled deals before they die, and delivers a pipeline digest to your manager every Monday — so your team sells more and tracks less.
Link Salesforce, HubSpot, or Zoho CRM alongside Gmail, WhatsApp Business, and your calling tool. Varuna reads deal stages, contact history, and open tasks from your CRM and monitors all outbound activity in real time.
CRM and comms syncWhen a call ends, an email thread goes quiet, or a demo is completed, Varuna automatically creates a follow-up task — with context from the conversation — assigned to the rep with the right deadline based on deal stage.
Auto follow-up creationVaruna monitors deal velocity and surfaces stalled deals — contacts with no activity in 5+ days, proposals not followed up, and demos without a follow-through note. Reps get a prioritised daily list every morning.
Daily priority list for repsEvery Monday, Varuna generates a pipeline health digest for the sales manager: deals by stage, stalled accounts, team activity rates, and forecast vs target. One WhatsApp message replaces the weekly pipeline call.
Weekly pipeline digestEvery sales call is transcribed and summarised by Varuna. Action items are auto-created, next steps are logged in the CRM, and the rep receives a WhatsApp reminder for each follow-up — with the call context attached.
→ Call summary to CRM in 2 minVaruna monitors your sent emails and flags when a prospect has not responded within your configured SLA. Reps receive a prompt to follow up, with a draft response that mirrors their previous email tone.
→ No prospect goes coldVaruna tracks how long each deal has been in each stage and alerts reps and managers when a deal is progressing slower than your team average. Early intervention before deals slip.
→ Velocity benchmarkingBefore every prospect meeting, Varuna delivers a brief: company background, recent news, previous conversation notes, open questions, and suggested talking points. Reps walk in prepared every time.
→ Pre-meeting brief always readyTrack outbound activity per rep: calls made, emails sent, meetings booked, and proposals delivered. Compare against targets and identify reps who need pipeline coaching versus those ready for more accounts.
→ Per-rep activity dashboardWhen a proposal is sent, Varuna creates a follow-up sequence: check-in at day 3, nudge at day 7, escalation to manager at day 14. Configurable per deal size and stage. No proposal sits unanswered.
→ Configurable follow-up sequences| Metric | Without Varuna | With Varuna |
|---|---|---|
| Post-call follow-up | Rep forgets or delays, deal cools | Auto-created task with context, same day |
| Stalled deal detection | Manager notices in weekly review | Varuna flags after 5 days no activity |
| Meeting prep | Rep googles 5 minutes before call | Full brief delivered 30 min before |
| Pipeline reporting | Weekly 45-min team meeting | Monday WhatsApp digest, 2 minutes |
| Proposal follow-up | Manual reminder or forgotten | Automated 3-7-14 day sequence |
| CRM data quality | Reps skip updates after calls | Varuna auto-logs call outcomes |
| Deal close rate | Industry avg: 28% | Reported +12% lift with Varuna teams |
Varuna keeps every deal moving with automated follow-ups, real-time pipeline visibility, and a daily prioritised task list for every rep.