Super Admin & Manager console
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| Team | Manager | Leads | Conversion |
|---|---|---|---|
| North Team | Anita Desai | 214 | 31% |
| South Team | Farhan Sheikh | 198 | 28% |
| East Team | Divya Iyer | 176 | 21% |
| Agent | Assigned | Overdue | Conversion |
|---|---|---|---|
| RMRohan Mehta | 78 | 2 | 32% |
| SPSneha Pillai | 71 | 0 | 33% |
| KVKaran Verma | 65 | 4 | 26% |
| Name | Source | Status | Agent | Age | Last activity | |
|---|---|---|---|---|---|---|
| Priya Sharma | Website | In Progress | Rohan Mehta | 2d | Note added, 1d ago | |
| Arjun Nair | Referral | Overdue | Rohan Mehta | 5d | Missed follow-up, 2d ago | |
| Kavya Reddy | Facebook Ads | Assigned | Sneha Pillai | 1d | Assigned, 1d ago | |
| Sanjay Gupta | Referral | Overdue | Karan Verma | 6d | Missed follow-up, 1d ago | |
| Meera Krishnan | Walk-in | New | — | 2h | Created, 2h ago | |
| Vikram Rao | Facebook Ads | In Progress | Rohan Mehta | 3d | Call logged, 3d ago | |
| Divya Menon | Website | Converted | Sneha Pillai | 9d | Deal created, 4d ago | |
| Rahul Bose | Referral | Not Converted | Karan Verma | 12d | Closed – price, 6d ago |
| Name | Source | Status |
|---|---|---|
| Priya Sharma | Website | In Progress |
| Name | Phone | Leads | Deals | Lifetime value | Last contact | |
|---|---|---|---|---|---|---|
| Priya Sharma | 98220 11456 | 1 | 0 | ₹0 | Today | |
| Divya Menon | 99001 22781 | 2 | 1 | ₹68,00,000 | 4d ago | |
| Rahul Bose | 90211 44556 | 1 | 0 | ₹0 | 6d ago | |
| Arjun Nair | 91772 09981 | 1 | 0 | ₹0 | 2d ago |
| Lead | Source | Status |
|---|---|---|
| 2BHK — Indiranagar | Website | Converted |
| 3BHK — HSR Layout | Referral | Nurture |
| Deal | Value | Stage |
|---|---|---|
| 2BHK — Indiranagar | ₹68,00,000 | Won |
| Lead | Agent | Due date | Miss streak | Status | |
|---|---|---|---|---|---|
| Arjun Nair | Rohan Mehta | 2d overdue | 2 | Overdue | |
| Sanjay Gupta | Karan Verma | 1d overdue | 3 | At risk — 1 more miss reassigns | |
| Farhan Ali | Karan Verma | 4h overdue | 1 | Overdue |
Every lead and deal tied to one customer.
Which lead sources actually convert.
With the loss-reason breakdown.
By agent, by age.
Conversion rate, avg. follow-ups to close.
Open deals by stage, closed-won value.
Who changed what, and when. Super Admin only.
Logins, adoption, feature usage. Super Admin only.
| Source | Leads | Converted | Conversion rate |
|---|---|---|---|
| Website | 412 | 140 | 34% |
| Referral | 298 | 86 | 29% |
| Facebook Ads | 331 | 73 | 22% |
| Walk-in | 156 | 28 | 18% |
| Other | 87 | 8 | 9% |
| Name | Role | Team | Status | Last login |
|---|---|---|---|---|
| ADAnita Desai | Manager | North Team | Active | 2h ago |
| RMRohan Mehta | TeleSales | North Team | Active | 14m ago |
| SPSneha Pillai | TeleSales | North Team | On leave | 3d ago |
| KVKaran Verma | TeleSales | North Team | Active | 1h ago |
| Name | Role |
|---|---|
| Anita Desai | Manager |
| Field | Type | Source | Required | Used on |
|---|---|---|---|---|
| Interested In | dropdown | Website | Yes | 412 leads |
| Budget | text | Global | No | 1,102 leads |
| Campaign Name | text | Facebook Ads | Yes | 331 leads |
| Referred By | text | Referral | Yes | 298 leads |
| Field | Type |
|---|---|
| Interested In | dropdown |
| Time | Recipient | Trigger | Channel | Status |
|---|---|---|---|---|
| 10:14 AM | Rohan Mehta | Follow-up overdue | Push | Sent |
| 9:58 AM | Anita Desai | Escalation | Sent | |
| 9:40 AM | Karan Verma | New lead assigned | Push | Failed |
Cadence per follow-up number, reminder interval, miss threshold.
Keeps scheduling off non-working hours.
Telephony, email/SMS, WhatsApp Business.
Manage dynamic fields per source.
Triggers, channels, templates.
| Follow-up | Due |
|---|---|
| Follow-up 1 | Day 1 |
| Follow-up 2 | Day 3 |
| Follow-up 3 | Day 7 |
| Follow-up 4+ | +7 days |
Call recording & click-to-dial.
Notification delivery channel.
Templates & mobile outreach.