Dashboard
Sales overview and today's work
TOTAL LEADS
0
NEW LEADS
0
TODAY'S FOLLOW-UP ⭐
0
PENDING FOLLOW-UP
0
QUOTATION
0
CONVERTED
0
LOST
0
⭐ Today's Follow-up
| Customer | Product | Time | Staff | Status |
|---|
Sales Funnel
Current lead distribution
New 0
Interested 0
Quotation 0
Converted 0
Lead Management
Manage all enquiries and customers
| Lead ID | Customer | Shop | Mobile | Product | Status | Next Follow-up | Staff | Actions |
|---|
⭐ Today's Follow-up
Follow-ups scheduled for today
TODAY
0
DONE
0
PENDING
0
OVERDUE
0
| Customer | Business | Product | Time | Staff | Status | Actions |
|---|
📅 Follow-up Calendar
Today's, upcoming and overdue follow-ups
👨💼 Staff Management
Manage staff and access rights
| Staff | Mobile | Leads | Converted | Follow-up | Status | Actions |
|---|
📊 Reports
Admin sales and staff performance reports
Product-wise Report
| Product | Leads | Converted | Pending | Lost |
|---|
Staff Performance
📝 Activity Log
Track every important CRM action
| Date & Time | User | Action | Details |
|---|
⚙️ Settings
CRM configuration & User Management
Company Settings
CRM Master Data
👥 User Management
| Name | Username | Role | Actions |
|---|