Enterprise
Enterprise CRM for multi-branch organisations
Run branches, territories and approval chains from one governed workspace. SSO, audit logs and custom modules keep security and IT comfortable.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1LeadA lead enters through any channel and is routed to a branch or territory by rule.
- Stage 2QualifiedThe assigned team confirms need, budget and authority against your qualification criteria.
- Stage 3SolutionA solution, quote or demo is prepared, with solution engineers brought in as needed.
- Stage 4ApprovalPricing, discount or terms pass through the approvers your policy requires.
- Stage 5ContractThe contract is generated, reviewed and signed with the version history kept.
- Stage 6OnboardedThe customer is handed over to delivery or account management with all deal data.
What is a enterprise CRM?
At scale, the hard problems are control and consistency. Many branches, product lines and teams must follow one process while keeping their own data private. Gandiv models this with a branch hierarchy, territories that route leads by geography or segment, and approval chains for discounts and contracts. Access follows roles and branches, sign-in can run through your identity provider using SSO, and every change is written to an audit trail. Custom modules let you track objects beyond leads, such as tenders, partners or assets. A procurement pack supports security questionnaires and vendor reviews, so IT, finance and legal can say yes with evidence.
Why enterprise teams need one
Problem
Branches follow different processes and report differently.
With Gandiv
One pipeline template with branch-level variants and common reports.
Problem
Leads are fought over between regions.
With Gandiv
Territory rules route each lead to one owner by geography, segment or size.
Problem
Discounts are approved on chats.
With Gandiv
Approval chains record who approved which discount, when and why.
Problem
Staff leave and data leaves with them.
With Gandiv
Role-based access, masked numbers and export controls protect records.
Problem
IT insists on central sign-in.
With Gandiv
SSO lets staff use your identity provider, and access ends when theirs does.
Problem
Procurement asks for security documents.
With Gandiv
A procurement pack with architecture notes and questionnaires speeds the review.
Key features
Branches and territories
One workspace, many units
Build a hierarchy of regions, branches and teams. Territory rules route leads by PIN, city or segment, and managers see their own branch while leadership sees everything.
- Branch hierarchy
- Territory routing rules
- Branch-level dashboards
Branches and territories
- Branch hierarchy
- Territory routing rules
- Branch-level dashboards
Approvals
Discounts and contracts, on record
Define approval chains by deal value or discount percentage. Each approver decides with a note, delays trigger reminders and the final decision is stored with the deal.
- Rules by value and discount
- Approver notes
- Delay reminders
Approvals
- Rules by value and discount
- Approver notes
- Delay reminders
SSO and access
Sign in through your identity provider
Connect single sign-on so staff use their company login. Roles decide which modules, branches and fields they see, and leaving staff lose access automatically.
- SSO integration
- Role and branch access
- Deprovision on exit
SSO and access
- SSO integration
- Role and branch access
- Deprovision on exit
Audit and controls
Know who did what
Every create, edit, export and reveal of masked data is written to an audit trail with user and time. Admins filter the log for reviews and investigations.
- Full change history
- Export and reveal logs
- Admin-only filters
Audit and controls
- Full change history
- Export and reveal logs
- Admin-only filters
Custom modules
Track what leads cannot describe
Build modules for tenders, partners, assets or contracts with their own fields, relations and permissions. Link them to accounts and deals so context is not lost.
- Module builder
- Relations to deals
- Permissions per module
Custom modules
- Module builder
- Relations to deals
- Permissions per module
Procurement pack
Make the vendor review easy
Share a pack with security overview, data handling notes and answers to common questionnaires. It helps your IT, legal and finance teams review Gandiv without long email chains.
- Security overview
- Questionnaire answers
- Data handling notes
Procurement pack
- Security overview
- Questionnaire answers
- Data handling notes
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Branch · Territory · Account owner · Deal value · Discount requested · Contract end date · Decision maker |
|---|---|
| Automations | Route lead by territory rule · Approval request for discount above 10 percent · Contract expiry reminder 60 days ahead · Escalate stalled deal after 14 days · Handover task to delivery on signature |
| Reports | Pipeline by branch and region · Approval turnaround time · Discount given by team · Win rate by territory · Audit log summary |
| Message templates | Your regional manager will contact you shortly · Proposal attached for your review · Your contract is ready to sign · Welcome aboard, your onboarding lead is introduced |
| Call script | Good morning, I am [Name] from [Company], your account manager for [region]. I would like to understand your requirement and arrange a session with our solution team. When is convenient? |
Fields
Branch · Territory · Account owner · Deal value · Discount requested · Contract end date · Decision maker
Automations
Route lead by territory rule · Approval request for discount above 10 percent · Contract expiry reminder 60 days ahead · Escalate stalled deal after 14 days · Handover task to delivery on signature
Reports
Pipeline by branch and region · Approval turnaround time · Discount given by team · Win rate by territory · Audit log summary
Message templates
Your regional manager will contact you shortly · Proposal attached for your review · Your contract is ready to sign · Welcome aboard, your onboarding lead is introduced
Call script
Good morning, I am [Name] from [Company], your account manager for [region]. I would like to understand your requirement and arrange a session with our solution team. When is convenient?
By role
Leadership and regional heads
- Compare branches and territories
- Approve discounts and contracts
- Review audit summaries
Sales and inside-sales teams
- Work leads routed to their territory
- Request approvals in the deal
- Hand over to delivery on signature
IT, security and admin
- Configure SSO and roles
- Review audit trail
- Build custom modules
Integrations for this industry
Related industries
Frequently asked questions
Can it handle many branches with separate data?
Yes. Branches and territories are part of the hierarchy, so managers see their own branch while leadership sees the whole organisation.
Does it support SSO?
Single sign-on through your identity provider is part of the enterprise setup, so staff use company credentials and access is removed when they leave.
Can approval chains be customised?
Yes. Chains can depend on deal value, discount and product, with several approvers in order and a record of each decision.
Is there an audit trail?
Yes. Changes, exports and reveals of masked data are logged with user and time, and admins can filter the log.
Can we build modules of our own?
Yes. Create modules with custom fields, relations and permissions for tenders, partners or assets, linked to deals and accounts.
Start with the enterprise template
Your pipeline, fields and messages are created for you. Change anything later.