Ravon shows the exact actions to take each day—log in, scan the dashboard, and dive into leads, deals, proposals, invoices, and payments without losing context. Ops gets clean data, reps get clarity, finance gets live revenue.
38%
Faster conversions when SDRs work the guided playbook.
92%
Stripe webhooks flip statuses + notify owners instantly.
+14 pts
Dashboard rolls up every stage with live health scoring.
Built exactly to the flow in the product brief: log in, scan the dashboard, work leads, convert to deals, send proposals, collect payments, and loop back to the dashboard with live health.
Every user lands on a live dashboard with KPI cards, pipeline charts, and an operational feed outlining overdue invoices, stalled deals, and follow-ups for the day.
Filters (Last 7 / 30 days, quarter) keep leadership and reps aligned.
Capture leads from web, WhatsApp, or referrals, qualify them, and convert to deals in a click. Status, source, tags, and notes carry forward automatically.
New → Contacted → Qualified pipelines mirror the doc’s recommended status set.
Move deals through New, Discovery, Proposal Sent, Negotiation, Won/Lost. From a deal, spin up proposals with amount, currency, and doc links attached.
Cards link back to the originating deal so finance never searches for context.
Generate invoices from accepted proposals, push Stripe payment links, and let webhooks flip statuses to Paid or Overdue while updating the pipeline value.
Payments view syncs amount, method, Stripe ID, and linked invoice instantly.
Each module mirrors the requirements in the about doc so sales, ops, finance, and admin users can work in one shared CRM without losing context.
Capture contact info, source, and notes, then convert qualified leads straight into deals without retyping fields.
Pipeline stages match the spec (New, Discovery, Proposal Sent, Negotiation, Won/Lost) with value, probability, and expected close date inline.
Generate proposals from any deal, attach docs, track Draft → Sent → Accepted, and trigger invoices immediately when accepted.
Line items, tax, due dates, and Stripe payment links live together. Statuses move from Draft to Paid or Overdue automatically.
Dedicated table of all Stripe payments with filters for date range, customer, and linked invoices—perfect for finance standups.
Top KPI cards, pipeline and revenue charts, and an operational feed that calls out overdue follow-ups, stuck deals, and invoices due this week.
Configure HubSpot and Stripe once, then let every page reuse the connection—dashboard metrics, lead syncs, invoices, and payments all stay in lockstep.
Admin peace of mind
Role restrictions ensure only Admin/Owner users can touch these keys. Everyone else just benefits from the live data.
Drop in a private app token and choose which objects sync (contacts, deals, activities). Hit Test Connection to validate and Ravon keeps the data flowing.
Store publishable key, secret key, and webhook secret once. Ravon generates payment links, listens for events, and updates invoice + payment status automatically.
Admins invite teammates, manage roles, and keep audit trails tight. A dedicated WhatsApp module placeholder is already wired into the nav so you can launch conversations once the integration is ready.
Admin center
Owners grant Admin, Standard, or Read-only access. Change roles, disable accounts, and limit Settings/Integrations to the right people.
WhatsApp module
Navigation includes the WhatsApp entry so users know the roadmap. The layout will host a conversation list, chat window, and link contacts to leads/deals.
Launch plan:
• Conversation list synced to contact records
• Chat pane + notes drawer
• Lead and deal linkage for every thread
Every plan includes the documented Lead → Deal → Proposal → Invoice → Payment flow, dashboard charts, and SOC 2 controls. Upgrade when you need more scale or governance.
For revenue teams that need every module—dashboard insights, lead/deal boards, proposals, invoicing, and Stripe automation.
Stand up the documented workflow fast—seed pipeline stages, send proposals, and accept payments without custom work.
Need SSO, field-level permissions, regional data residency, or co-build support for WhatsApp automation? We’ve got you.