Select a model for pitch, variants, and objection handling.
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Overview
Pitch
Objections
Variant Matrix
All configurations. anchor = lead with. up = upsell. down = budget path.
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Active Offers
Current promotions. Commercial details visible to advisors and above.
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Trend Feed
Market signals, competitor moves, product updates — published by admin.
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Sales Guru
Ask about any model, objection, or closing strategy. Context is fed from live data.
Hi! I'm Sales Guru. I know your current product range, live offers, and market trends. Ask me anything — objection handling, which variant to recommend, how to close a specific customer type.
Customer Profiles
20 training personas. Practice your pitch before real conversations.
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CRM Monitor
Zoho CRM pipeline. Last 90 days, syncs every 30 min.
Last sync: —
Sync window:
Pipeline
Cold Leads
Overdue
All Leads
My Leads
Team Leads
By Stage
By Handler
No activity in 30+ days, not closed.
Follow-up date has passed.
All Leads
Views:
Filter:Sort:Entry age <
CRM
Lead management — create, track, and close.
All Leads
My Leads
Pipeline
Hot
Cold
Overdue
Team
+ New Lead
Updated todayUpdated this week HotFollow-up todayOverdue follow-upNo follow-up
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Add New Lead
▸ Additional Details
CRM Tags (v2.3)
CSV Import
Upload a CSV file with columns: first_name, last_name, phone, email, company, city, status, source, temperature, notes
Quotations
Generate, track, and manage quotes for leads.
All Quotes
My Quotes
Pending Approval
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Settings
Language Preference
Regional language support is not enabled for your account. Contact admin to enable it.
Sales Guru speaks English for best quality. Enabling a regional language adds a translation below each response.
English advice is always shown first. Regional translation appears below with a separator line.
Sales Reference View
Show the original Sales Guru reference tabs (Models, Variants, Offers, Trends, Coach, Profiles) alongside CRM.
Account
Name:
Username:
Role:
Handler code:
User Guide & Knowledge Test
Learn the product lineup and test your knowledge.
Overview
Models
Offers
CRM Tips
Take Test
My Results
Welcome to Sales Guru
Sales Guru is your all-in-one tool for managing leads, generating quotes, and closing deals.
Use the tabs above to learn about our product lineup, current offers, and CRM best practices.
CRM
Track leads from first contact to closed deal
Quotes
Generate professional estimates with pricing
Sales Guru
Get personalized coaching on each lead
Knowledge Test
Test yourself on products, pricing & offers
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CRM Best Practices
1. Always tag your interactions. Record every visit, call, and test ride. Tags help Sales Guru give better suggestions and help management track team effectiveness.
2. Follow up within 24 hours. Set a follow-up date immediately after every interaction. Leads without follow-ups fall through the cracks.
3. Update temperature regularly. Move leads to Hot when they show strong buying signals (comparing models, asking about finance, bringing family). Move to Cold after 30+ days of no activity.
4. Use Sales Guru. Before every follow-up call, ask Sales Guru for talking points. It knows the lead's history and current offers.
5. Log events, not just notes. Use the Event Recorder to log visits with details — test rides, sit-downs, refreshments. This builds a richer picture than text notes alone.
6. Keep data quality high. Every lead should have: a temperature, a handler, a follow-up date, and a vehicle interest. Cards with missing data show warning flags.
Knowledge Test
Test your knowledge of our products, pricing, and offers. Questions are auto-generated from current data. You need 75% to pass.
My Test Results
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Admin
Manage all guide content, users, and feedback.
Models
Variants
Offers
Trends
Profiles
Pricing
Users
SS Comms
AI Config
Feedback
Models
Edit Model
Add / Edit Variant
Shell is locked after creation
Battery / Range specs
Add / Edit Offer
Publish Trend Note
Add Profile
Pricing Master
Set vehicle base price and default line items per model+variant. Tax is auto-calculated.
Add / Edit Pricing
%
Default Line Items
These items are auto-added when creating quotes for this variant.
Item Library
Reusable items for pricing and quotations (transport, accessories, etc.).
Add New Item
Add User
WhatsApp Webhook Keys
Per-webhook authentication keys for ss.swiftcurrent.in. Each key is specific to its webhook.
Company Defaults
Estimate / PDF Settings
Company info and payment details printed on estimate PDFs.
Path to logo file, e.g. /argon-logo.png
Path to QR code image, e.g. /payment-qr.png
Consumer API (Thread View + Send)
Connect to ss-comms consumer API for live WhatsApp thread view in lead detail. Get these from the ss-comms admin.
Status
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Sales Guru — AI Context Toggles
Control what data is sent to Claude when coaching on a lead. Changes apply immediately — no restart needed.
Custom Instructions
Add specific rules or guidance for the AI. These get injected as "ADDITIONAL INSTRUCTIONS" in the prompt.
AI Model Selection
Choose which Anthropic model powers Sales Guru. Fetched live from Anthropic API.
Sales Brain Notes
Admin-written context injected into every Sales Guru response. Use this for strategic notes, competitor info, sales priorities, objection-handling tips, or anything the AI should always know beyond system data.
AI Data Health Audit
AI scans open leads for data quality issues: missing fields, inconsistencies between notes and structured data, stale leads. Produces per-handler grades and specific fix suggestions.
Telegram Bot
Field handlers can use the Telegram bot to quick-add leads, check follow-ups, and search — all from their phone. They link with /link HANDLER_CODE.
Bot commands: /start, /link CODE, /myfu, /overdue, /search, /addlead, /stats
Create a bot via @BotFather on Telegram, paste the token above, and enable.
System Learnings (AI Knowledge Base)
AI-discovered patterns from data audits and daily analysis. Confirmed learnings are given to Sales Guru with every question. AI never writes to pricing, models, or other admin data — only to this learnings layer.
Add Manual Learning
Daily Ops (Morning Briefing)
Auto-runs at 8 AM IST daily — sends follow-up reminders and hot lead alerts to each handler's Telegram. You can also trigger it manually.
Fixed rules, no AI. Each morning it sets every open lead's hot/warm/cold from its activity (this overwrites what staff set), moves missed follow-ups to today, and flags leads with no contact for 7+ days. Reports to admins on Telegram.
Send Coaching Feedback
Sent feedback
Coaching Feedback
Notes from your manager.
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Sales Guru
Hi! I'm Sales Guru. I can manage leads, schedule follow-ups, check stats, and more. What do you need?
