VSP Projects
Staff surface (@vspindia.com): the CRM and Projects layer over the deal spine. If you can't see something here, it's a permissions setting, never a leak.
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CRM and Projects
- Deals portfolio (Projects/PMS): PC/management only: four module-wide counters over a sortable triage table of Deal, Total, Done, Open, Blocked, Late, Slips, Gates and Next end, with owner and stage filters and a deal search
- New deal: create a deal, and stamp its Day Zero
- Clients: one table, one row per live deal: Client, Day zero, Gates, Banks live, Open tasks, Late, Chases, Team
- My tasks: your own open work items, and where sign-in lands
- My follow-ups: the chases you own, with touch counts and next dates
- Bank Journey board: one row per bank-journey work item across deals, with overdue and variance flags
- Monday File: what is due next Monday, plus every bank pitched on those deals and what it said (not built yet)
- Lead-to-Mandate pipeline: deals grouped by stage (not built yet)
- CRM Lead Pipeline: leads grouped by the 8-stage funnel, pre-deal (not built yet)
- Deal search: retrieval over deal documents (not built yet)