One Platform. Every Business.Turn Relationships Into Real Growth.
One powerful platform to manage customers, sales, pipelines, deals, analytics and business growth — all in one place.
Nexa Holdings (Tenant #104)LIVEOne Platform. Multiple Possibilities.
SRG 360 unifies customer intelligence, pipeline velocity, automated workflows, and multi-tenant governance in one robust enterprise platform.
Sales Management & Quota Execution
Accelerate enterprise deal cycles with structured revenue pipelines, quota tracking, and commercial rules built for high-velocity teams.
Multi-Tenant Architecture
Run multiple companies, sister subsidiaries, or business units with strict logical isolation under one central executive console.
Customer Relationships
Complete 360° account dossiers, decision-maker mapping, timeline logs, and contractual vaults.
Deal Tracking
Dynamic visual Kanban boards and tabular matrices with stage probabilities and close-date alarms.
Analytics & Insights
Real-time visibility into sales forecasts, conversion velocity, and commercial performance KPIs.
Automation & Workflows
Automate task delegation, milestone stage transitions, notifications, and follow-up reminders.
Secure & Scalable
Granular role-based permissions (RBAC), multi-tenant isolation, and resilient cloud architecture.
Built for Every Industry
Custom data models and sales cycles adapted to Healthcare, Real Estate, Education, and Tech.
Everything About Your Customer. In One View.
Consolidate customer data, decision makers, live deals, communication history, and contractual vaults into a single unified dossier.
srg360 // account-dossier // 0xNHG-820Northstar Health Group
Active Enterprise AccountAccount ID: #NHG-ENT-01•Industry: Healthcare & Hospital Network•HQ: Metro Medical Campus
Account Intelligence
Decision Makers
4 ContactsOpportunities & Pipeline Status
$1,900,000 In FlightClinical Management System Phase II
$1,200,000Expansion across 6 specialized secondary clinics with cloud integration.
Digital Telehealth Care Protocol
$700,000Digital telemedicine portal covering rural healthcare centers.
Recent Engagements
Approved by Commercial Finance.
Zero data isolation concerns.
Deliver counter-signed SLA agreement before 5:00 PM.
Turn Every Opportunity Into a Clear Path to Growth.
A visual Kanban pipeline engineered for enterprise sales teams. Track probabilities, close dates, and next actions with zero friction.
Pipeline Visibility
Instant cross-tenant clarity on all active opportunities.
Algorithmic Forecasting
Weighted revenue projections based on historical deal velocity.
Probability Tracking
Granular win likelihood calibrated at every milestone.
Expected Close Dates
SLA milestone alerts before delivery target dates slip.
Dedicated Account Managers
Clear ownership, task routing, and quota attribution.
Contextual Next Actions
Concrete next steps on every card to eliminate pipeline stalls.
See What Is Happening. Know What Comes Next.
Real-time executive telemetry translates deal velocity, conversion rates, and revenue projections into confident strategic decisions.
Monthly Performance vs Annual Target
Consolidated cross-tenant actuals with predictive run-rate forecast
Deals by Pipeline Phase
184 Deals TotalActive opportunities segmented by milestone value and stage progression
One Platform. Every Business.
Manage multiple companies, subsidiaries, or business units from one central platform — with strict data isolation, tailored workflows, and consolidated executive reporting.
Holding & Group Central Management Core
Consolidated cross-entity reporting, universal license allocation, and centralized group governance
Northstar Health Group
Evergreen Real Estate Holdings
Atlas Logistics & Supply
Vertex Systems
Strict Tenant Data Privacy
Every company operates in its own isolated logical environment. User roles, commercial lists, and client contacts are shielded from unauthorized cross-subsidiary access.
Custom Entity Workflows
Configure tailored deal stages, probability criteria, SLA timelines, and custom customer profiles specific to each subsidiary's distinct industry domain.
Consolidated Executive Telemetry
Group executives retain bird's-eye visibility with roll-up revenue dashboards, aggregate pipeline forecasts, and cross-company benchmark reports in real time.
Built Around Your Business.
Every industry has unique sales cycles and stakeholder dynamics. SRG 360 adapts effortlessly to your sector's nomenclature, workflows, and commercial models.
Healthcare & Life Sciences
Manage health clusters, hospitals, telehealth providers, clinical stakeholders, and multi-facility equipment proposals.
Less Administration. More Growth.
Eliminate repetitive manual busywork. SRG 360’s automation engine ensures deals advance seamlessly from initial intake through qualification and closing.
New Lead Intake
Captured via portal or web form
Assign AM
Auto-routed by vertical and quota
Create Follow-Up
Calendar event & agenda generated
Update Pipeline
Status moves to Qualification
Notify Team
Briefing pushed to executive channel
Automated Tasks
Automatically generate standardized onboarding checklists, legal reviews, and pricing approvals at designated stages.
Reminders
Eliminate stale opportunities with automated alerts before response time SLA thresholds are breached.
Follow-ups
Trigger personalized email sequences and milestone check-ins calibrated to prospect behavior.
Workflow Rules
Configure visual conditional rules (If/Then branching) across departments without technical coding.
Notifications
Keep sales reps, managers, and executives synced via instant email summaries and web notifications.
Built for Business. Designed for Trust.
Safeguard valuable customer relationships and commercial data with strict tenant boundaries, disciplined access governance, and dependable cloud operations.
Role-Based Access Control
Discrete roles for administrators, managers, and account executives ensuring staff only access authorized commercial scopes.
Secure Authentication
Multi-factor authentication, secure session management, and encrypted token lifecycles across enterprise domains.
Tenant Data Isolation
Logical workspace partitioning prevents cross-subsidiary leakage, ensuring multi-business holding confidentiality.
Permission Management
Comprehensive permission controls and immutable audit logs tracking changes, pipeline advances, and exports.
Scalable Cloud Architecture
Modern cloud infrastructure with edge routing, distributed redundancy, and continuous health telemetry.
One Platform. Every Business.Ready to Transform the Way You Grow?
Bring your sales, customers, opportunities and insights together with SRG 360.