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Thinqmesh

A Record Your Team Has Reason to Keep Current

Customers, deals, emails and follow-ups sit together on infrastructure you own, so the next person on an account can see what happened last.
Thinqmesh CRM
Companies
FilterSortOptions
Name
Domain Name
Created by
Account Owner
Creation date
Linkedin
Address
Meridian Textiles logo
Meridian Textiles
meridiantextiles.example
Aarav Sharma
Aarav Sharma
Jul 1, 2023
anthropic
18 Rue De Navarin
Sahyadri Logistics logo
Sahyadri Logistics
sahyadri.example
Rohan Das
Farhan Ali
Jul 3, 2023
linkedin
1226 Moises Causeway
Kaveri Agro logo
Kaveri Agro
kaveriagro.example
Meera Iyer
Meera Iyer
Jul 5, 2023
slack
1316 Dameon Mountain
Blue Lotus Clinics logo
Blue Lotus Clinics
bluelotus.example
API
API - Key name
Kabir Sen
Jul 8, 2023
notion
1162 Sammy Creek
Orbit Packaging logo
Orbit Packaging
orbitpack.example
WF
Workflow name
Ananya Rao
Jul 12, 2023
figma
110 Oswald Junction
Greenfield Schools logo
Greenfield Schools
greenfield.example
Vikram Joshi
Tara Menon
Jul 14, 2023
github
3891 Ranchview Drive
Harbour Stays logo
Harbour Stays
harbourstays.example
Ishaan Kapoor
Neha Gupta
Jul 15, 2023
airbnb
4517 Washington Avenue
Indus Payments logo
Indus Payments
induspay.example
Priya Nair
Priya Nair
Jul 17, 2023
stripe
2118 Thornridge Circle
Banyan Capital logo
Banyan Capital
banyancap.example
Arjun Mehta
Arjun Mehta
Jul 20, 2023
banyancap
1316 Dameon Mountain
Tessera Data logo
Tessera Data
tessera.example
Sana Khan
Sana Khan
Jul 21, 2023
segment
8502 Preston Rd. East
Postbox Media logo
Postbox Media
postbox.example
Dev Malhotra
Dev Malhotra
Jul 23, 2023
postbox
3517 W. Gray St.
Northgate Ventures logo
Northgate Ventures
northgate.example
Riya Bose
Leela Das
Jul 24, 2023
accel
4140 Parker Rd.
Deccan Fund logo
Deccan Fund
deccanfund.example
SYS
System
Manish Goyal
Jul 25, 2023
foundersfund
2715 Ash Dr. San Jose
Vertex Foods logo
Vertex Foods
vertexfoods.example
Karan Shah
Karan Shah
Jul 1, 2023 2:25 pm
google
4140 Parker Rd.
Calculate

An Assistant That Reads Your Own CRM Records

Requests are made in plain English. The assistant reads your CRM, builds the view requested and leaves your team ready for the next piece of work.
Thinqmesh CRM
Companies
FilterSortOptions
Name
Domain Name
Created by
Account Owner
Creation date
Linkedin
Address
Meridian Textiles logo
Meridian Textiles
meridiantextiles.example
Aarav Sharma
Aarav Sharma
Jul 1, 2023
anthropic
18 Rue De Navarin
Sahyadri Logistics logo
Sahyadri Logistics
sahyadri.example
Rohan Das
Farhan Ali
Jul 3, 2023
linkedin
1226 Moises Causeway
Kaveri Agro logo
Kaveri Agro
kaveriagro.example
Meera Iyer
Meera Iyer
Jul 5, 2023
slack
1316 Dameon Mountain
Blue Lotus Clinics logo
Blue Lotus Clinics
bluelotus.example
API
API - Key name
Kabir Sen
Jul 8, 2023
notion
1162 Sammy Creek
Orbit Packaging logo
Orbit Packaging
orbitpack.example
WF
Workflow name
Ananya Rao
Jul 12, 2023
figma
110 Oswald Junction
Greenfield Schools logo
Greenfield Schools
greenfield.example
Vikram Joshi
Tara Menon
Jul 14, 2023
github
3891 Ranchview Drive
Harbour Stays logo
Harbour Stays
harbourstays.example
Ishaan Kapoor
Neha Gupta
Jul 15, 2023
airbnb
4517 Washington Avenue
Indus Payments logo
Indus Payments
induspay.example
Priya Nair
Priya Nair
Jul 17, 2023
stripe
2118 Thornridge Circle
Banyan Capital logo
Banyan Capital
banyancap.example
Arjun Mehta
Arjun Mehta
Jul 20, 2023
banyancap
1316 Dameon Mountain
Tessera Data logo
Tessera Data
tessera.example
Sana Khan
Sana Khan
Jul 21, 2023
segment
8502 Preston Rd. East
Postbox Media logo
Postbox Media
postbox.example
Dev Malhotra
Dev Malhotra
Jul 23, 2023
postbox
3517 W. Gray St.
Northgate Ventures logo
Northgate Ventures
northgate.example
Riya Bose
Leela Das
Jul 24, 2023
accel
4140 Parker Rd.
Deccan Fund logo
Deccan Fund
deccanfund.example
SYS
System
Manish Goyal
Jul 25, 2023
foundersfund
2715 Ash Dr. San Jose
Vertex Foods logo
Vertex Foods
vertexfoods.example
Karan Shah
Karan Shah
Jul 1, 2023 2:25 pm
google
4140 Parker Rd.
Calculate

A Record Your Team Has Reason to Keep Current

Customers, deals, emails and follow-ups sit together on infrastructure you own, so the next person on an account can see what happened last.
Thinqmesh CRM
Companies
FilterSortOptions
Name
Domain Name
Created by
Account Owner
Creation date
Linkedin
Address
Meridian Textiles logo
Meridian Textiles
meridiantextiles.example
Aarav Sharma
Aarav Sharma
Jul 1, 2023
anthropic
18 Rue De Navarin
Sahyadri Logistics logo
Sahyadri Logistics
sahyadri.example
Rohan Das
Farhan Ali
Jul 3, 2023
linkedin
1226 Moises Causeway
Kaveri Agro logo
Kaveri Agro
kaveriagro.example
Meera Iyer
Meera Iyer
Jul 5, 2023
slack
1316 Dameon Mountain
Blue Lotus Clinics logo
Blue Lotus Clinics
bluelotus.example
API
API - Key name
Kabir Sen
Jul 8, 2023
notion
1162 Sammy Creek
Orbit Packaging logo
Orbit Packaging
orbitpack.example
WF
Workflow name
Ananya Rao
Jul 12, 2023
figma
110 Oswald Junction
Greenfield Schools logo
Greenfield Schools
greenfield.example
Vikram Joshi
Tara Menon
Jul 14, 2023
github
3891 Ranchview Drive
Harbour Stays logo
Harbour Stays
harbourstays.example
Ishaan Kapoor
Neha Gupta
Jul 15, 2023
airbnb
4517 Washington Avenue
Indus Payments logo
Indus Payments
induspay.example
Priya Nair
Priya Nair
Jul 17, 2023
stripe
2118 Thornridge Circle
Banyan Capital logo
Banyan Capital
banyancap.example
Arjun Mehta
Arjun Mehta
Jul 20, 2023
banyancap
1316 Dameon Mountain
Tessera Data logo
Tessera Data
tessera.example
Sana Khan
Sana Khan
Jul 21, 2023
segment
8502 Preston Rd. East
Postbox Media logo
Postbox Media
postbox.example
Dev Malhotra
Dev Malhotra
Jul 23, 2023
postbox
3517 W. Gray St.
Northgate Ventures logo
Northgate Ventures
northgate.example
Riya Bose
Leela Das
Jul 24, 2023
accel
4140 Parker Rd.
Deccan Fund logo
Deccan Fund
deccanfund.example
SYS
System
Manish Goyal
Jul 25, 2023
foundersfund
2715 Ash Dr. San Jose
Vertex Foods logo
Vertex Foods
vertexfoods.example
Karan Shah
Karan Shah
Jul 1, 2023 2:25 pm
google
4140 Parker Rd.
Calculate

An Assistant That Reads Your Own CRM Records

Requests are made in plain English. The assistant reads your CRM, builds the view requested and leaves your team ready for the next piece of work.
Thinqmesh CRM
Companies
FilterSortOptions
Name
Domain Name
Created by
Account Owner
Creation date
Linkedin
Address
Meridian Textiles logo
Meridian Textiles
meridiantextiles.example
Aarav Sharma
Aarav Sharma
Jul 1, 2023
anthropic
18 Rue De Navarin
Sahyadri Logistics logo
Sahyadri Logistics
sahyadri.example
Rohan Das
Farhan Ali
Jul 3, 2023
linkedin
1226 Moises Causeway
Kaveri Agro logo
Kaveri Agro
kaveriagro.example
Meera Iyer
Meera Iyer
Jul 5, 2023
slack
1316 Dameon Mountain
Blue Lotus Clinics logo
Blue Lotus Clinics
bluelotus.example
API
API - Key name
Kabir Sen
Jul 8, 2023
notion
1162 Sammy Creek
Orbit Packaging logo
Orbit Packaging
orbitpack.example
WF
Workflow name
Ananya Rao
Jul 12, 2023
figma
110 Oswald Junction
Greenfield Schools logo
Greenfield Schools
greenfield.example
Vikram Joshi
Tara Menon
Jul 14, 2023
github
3891 Ranchview Drive
Harbour Stays logo
Harbour Stays
harbourstays.example
Ishaan Kapoor
Neha Gupta
Jul 15, 2023
airbnb
4517 Washington Avenue
Indus Payments logo
Indus Payments
induspay.example
Priya Nair
Priya Nair
Jul 17, 2023
stripe
2118 Thornridge Circle
Banyan Capital logo
Banyan Capital
banyancap.example
Arjun Mehta
Arjun Mehta
Jul 20, 2023
banyancap
1316 Dameon Mountain
Tessera Data logo
Tessera Data
tessera.example
Sana Khan
Sana Khan
Jul 21, 2023
segment
8502 Preston Rd. East
Postbox Media logo
Postbox Media
postbox.example
Dev Malhotra
Dev Malhotra
Jul 23, 2023
postbox
3517 W. Gray St.
Northgate Ventures logo
Northgate Ventures
northgate.example
Riya Bose
Leela Das
Jul 24, 2023
accel
4140 Parker Rd.
Deccan Fund logo
Deccan Fund
deccanfund.example
SYS
System
Manish Goyal
Jul 25, 2023
foundersfund
2715 Ash Dr. San Jose
Vertex Foods logo
Vertex Foods
vertexfoods.example
Karan Shah
Karan Shah
Jul 1, 2023 2:25 pm
google
4140 Parker Rd.
Calculate

Our Point of View

A pipeline earns belief when the evidence sits on the deal. With each email, task and note on the record, a stage becomes a shared fact your whole team can rely on.

The Situation

A CRM earns its place when it holds the evidence as well as the report. With mailboxes, calendars and notes on the record, a colleague taking over an account can see what happened last, and a manager reading the pipeline can test it. Teams keep a record current when it gives them something back.

Our Approach

Thinqmesh CRM keeps that evidence on the record. Connected Google or Microsoft mailboxes and calendars place conversations against the people concerned, and tasks and notes stay on the customer. Workflows handle the routine steps, and we set stages, fields and roles with you around what your team knows at each point. All of it runs on your own servers.

The Underlying Problem

When the Evidence Is Scattered, the Pipeline Cannot Be Tested

The Scattered Spreadsheet

Each salesperson keeps a separate copy, and a manager has no means of testing the figures.

The CRM Record Nobody Updates

It holds what a salesperson chose to report, while the evidence stays in mailboxes and private notes.

Core Capabilities

What a Sales Team Needs, Available From the First Day

Revenue overview

This quarter

Open pipeline

$11.97M

+8.4%

Won this quarter

$2.84M

+12.1%

Win rate

34%

+2.6 pts

Sales cycle

41 days

-5 days

Revenue against target

Forecast to finish at $3.31M, 3% above target

WonForecastTarget
$1M
$2M
$3M
$2.84M Week 10
Week 1Week 6Week 12

Pipeline by stage

140 deals

Qualified64 deals $4.82M

↓ 64% move on

Discovery41 deals $3.36M

↓ 56% move on

Proposal23 deals $2.41M

↓ 52% move on

Negotiation12 deals $1.38M

Aster Bank moved to Negotiationjust now
Reports and Dashboards01 / 07

Figures Drawn From Live Records.

Dashboards are built directly from live CRM data, so deals, accounts and activity appear in charts without a separate report.

Bar, line and pie charts
Filters on any record
Figures that follow the live data
Timeline
Tasks
Notes
Files
Emails
Calendar
TODO3
Add task
Send NDALoop in legal before sending.
Jul 22, 2026
Asha Verma
Follow up on pricingSend the updated annual quote.
Jul 24, 2026
Asha Verma
Prepare onboarding deckUse the Q3 template.
Jul 26, 2026
Asha Verma
DONE1
Schedule security reviewCoordinated with the IT team.
Jul 18, 2026
Asha Verma
Tasks and Notes02 / 07

Context That Stays With the Customer.

Tasks created from any record
An owner and a due date on each task
Notes held on the record itself
Timeline
Tasks
Notes
Files
Emails
Calendar
Inbox4Compose
Asha, Vivek4
Partnerships - Q4 StrategyHey team, I've been in touch with Blue Lotus Clinics and Orbit Packaging about potential integrations.
Jun 24, 2026
Lata, Indira2
Proposal SubmissionDear Team, I am pleased to submit our proposal for your consideration. We have carefully reviewed your requirements.
Jun 23, 2026
Indira, Manish3
Follow-up on DiscussionHi, I wanted to follow up on our conversation from last week regarding the new initiative.
Jun 20, 2026
Vivek, Lata1
Customer FeedbackHello, I wanted to share some positive feedback from our recent customer satisfaction survey.
Jun 18, 2026
Email and Calendar03 / 07

Each Thread on the Correct Record.

Google and Microsoft accounts
Emails and events linked to records
The full history in one place
All Companies· 9
Name
Domain Name
Created by
Address
Account Owner
ICP
ARR
Industry
Meridian Textiles logo
Meridian Textiles
meridiantextiles.example
Aarav Sharma
18 Rue De Navarin
Aarav Sharma
True
₹500,000
AI Research
Sahyadri Logistics logo
Sahyadri Logistics
sahyadri.example
Rohan Das
1226 Moises Causeway
Farhan Ali
False
₹1,000,000
Professional Networking
Kaveri Agro logo
Kaveri Agro
kaveriagro.example
Meera Iyer
1316 Dameon Mountain
Meera Iyer
True
₹2,300,000
Collaboration Software
Blue Lotus Clinics logo
Blue Lotus Clinics
bluelotus.example
API - Key name
1162 Sammy Creek
Kabir Sen
False
₹750,000
Productivity Software
Orbit Packaging logo
Orbit Packaging
orbitpack.example
Workflow name
110 Oswald Junction
Ananya Rao
True
₹3,500,000
Design Tools
Greenfield Schools logo
Greenfield Schools
greenfield.example
Vikram Joshi
3891 Ranchview Drive
Tara Menon
True
₹900,000
Developer Platform
Harbour Stays logo
Harbour Stays
harbourstays.example
Neha Gupta
888 Brannan Street
Neha Gupta
False
₹1,800,000
Travel & Hospitality
Indus Payments logo
Indus Payments
induspay.example
Priya Nair
354 Oyster Point Blvd
Priya Nair
True
₹4,200,000
Fintech
Cloudline logo
Cloudline
cloudline.example
S
Suresh Iyer
340 S Lemon Ave
S
Suresh Iyer
True
₹620,000
Developer Platform
Companies and People04 / 07

Companies and People You Can Shape.

Fields added as you need them
Saved views for each team
Emails and events shown on each record
By Stage· 5
New2
Meeting1
Customer2
A
API Integration Deal
₹75k
System
Jan 25, 2026 9:26 PM
Greenfield Schools logo
Greenfield Schools
Vikram Joshi
W
Workspace Rollout
₹45k
Asha Verma
Feb 18, 2026 3:14 PM
Blue Lotus Clinics logo
Blue Lotus Clinics
Kabir Sen
New
E
Enterprise Plan Upgrade
₹50k
Nikhil Rao
Mar 10, 2026 9:26 PM
Harbour Stays logo
Harbour Stays
Neha Gupta
New
D
Design Partnership
₹30k
System
Jan 15, 2026 9:27 PM
Orbit Packaging logo
Orbit Packaging
Ananya Rao
B
Billing Expansion
₹60k
System
Feb 2, 2026 11:02 AM
Indus Payments logo
Indus Payments
Priya Nair
New
Pipeline05 / 07

A Pipeline That Reflects Your Own Stages.

Stages you name yourself
Deals moved between stages on a board
One clear owner on every deal
Timeline
Tasks
Notes
Files
Emails
Calendar
All4Add file
NDA - Meridian.pdf
Jul 1, 2026
Pricing Q4.xlsx
Jul 12, 2026
Onboarding deck.pptx
Jul 18, 2026
Brand assets.png
Jul 20, 2026
Files06 / 07

Files Held With the Customer.

Several files uploaded at once
Rename, download and delete files
Preview for supported file types
Imported dataCRM fields
First Nameex: Aarav
Name
Emailex: aarav@meridiantextiles.example
Emails
Companyex: Meridian Textiles
Company
Job Titleex: CEO
Job Title
Data Import07 / 07

Your Existing Data, Brought Across.

Import from a CSV file
Columns matched to fields, including links
CSV export, governed by role

Control and Oversight

A CRM That Remains Under Your Control

Roles and Visibility

You decide who sees which records, whether by owner, by team or by role.

A Full Audit Log

Every change to a record, every view and every export is written to the log.

On Your Servers

The system runs on your own infrastructure, so customer data stays with your company.

Adoption

A Record That Gives the Salesperson Something Back

A Familiar Way of Working

The interface is clean and plain, so your team can begin working in it from the first day.

Live Records and an Assistant

Changes reach everyone as they happen, and the assistant answers from the same records.

Fewer Steps in Everyday Work

A command menu and saved views place the next action within easy reach of your team.

01
02
03

Configuration

Configured Around How Your Firm Sells

Sales processes differ from one firm to the next, so the records, routine steps and views adapt to yours.

Your Own Records

Add the objects and fields your business tracks.

Workflows

Routine steps run by themselves when something changes.

Your Own Views

Arrange record pages, menus and saved views for each team.

People· 840
Company
Opportunities
22 fields
Companies· 120
People
Opportunities
39 fields
Employment History· 48
Company
Person
8 fields
Opportunities· 64
Company
Point of Contact
11 fields
Demos· 45
Company
Opportunity
6 fields
Trigger
Record is Created
Action
Filter
Action
Search Records
Action
AI Agent
Action
Update Record
Action
Send Email
Action
Create Record
General
URLmeridiantextiles.example
Account OwnerAarav Sharma
Address548 Market St, San Fr...
ICP✓ True
Revenue$500,000
Workspace
Companies
People
Opportunities
Tasks
Notes
Dashboards
Workflows▾
Workflows
Workflow Runs
Workflow Versions
+ New record✧ Enrich✎ Edit actions
Fields
Layout
General
GeneralDone
Account Owner·Relation
Revenue·Currency
Additional
ICP·Boolean
Add a Section
Other
Employees·Number
Address·Address
Creation date·Date & Time
New fields·Default position/visibility for field…
Add a Section

Insights

Perspectives Behind This Product

See It Working on a Call, Alongside the Way You Sell

See how it fits the way your team works today.

Any Questions?

Questions Before You Book a Demo

Upfyn

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