Reports & Analytics
Real-time performance data across leads, pipeline and team.
Lead Growth
Leads by Source
Lead Pipeline by Stage
Leads Distribution by Owner
| Owner Name | # Leads |
|---|
🌙
☀️
My Tasks
Keep track of your follow-ups and meetings.
Follow up with Rahul Sharma
Due: Today, 5:00 PM
Send proposal to AI Tools Course leads
Due: Tomorrow
Global Activities
Marketing Campaigns
Monitor your Meta Ads and Email sequences.
System Settings
Manage your CRM preferences, integrations, and team settings.
Organization Details
Storage Usage
Leads data6.2 GB / 10 GB
Call recordings3.1 GB / 5 GB
Reports & exports0.8 GB / 2 GB
Preferences
System behavior & display settings
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Notification Preferences
Control how and when you receive alerts
New lead assigned
Alert when a new lead is assigned to you
Stage change alerts
Notify when a lead changes stage
Daily summary email
Get a daily digest at 9 AM
Task due reminders
Remind 30 minutes before task deadline
Meta AdsConnected
Sync Meta Ads leads to pipeline
Google AdsConnected
Pull Google Ads form submissions
WhatsAppConnected
Send automated WhatsApp messages
ZapierNot Connected
Automate workflows with 5000+ apps
SlackNot Connected
Get CRM alerts in Slack channels
MailchimpNot Connected
Sync leads to email marketing lists
Security Settings
Manage authentication and access controls
Two-Factor Authentication
Require OTP on every login
IP Whitelist
Only allow access from approved IPs
15 min30120 min
+22% pipeline growth this quarter
Welcome back, Islam! 👋
You have 7 priority tasks and 12 follow-ups scheduled for today.
Total Leads
2,847
14.2% vs last month
Conversion Rate
8.74%
3.2% improvement
Pipeline Value
₹48.2L
22.1% this quarter
Avg Response Time
4.2m
18% slower this week
Leads Trend & Analytics
Pipeline Composition
Meta Ads
42%
Organic
28%
Webinar
18%
Referral
12%
Recent Activity
Manage Leads
Home / Leads / Manage Leads
| Lead Name | Phone Number | Owner | Batch | Comment | Lead Stage | Actions |
|---|
Show
Showing 1 – 0 of 0 leads
Lead Details
SM
Samir Mondal
Call Again Later
samir.mndl@gmail.com
+91-9038076679
India
Added 27 Mar 2026
0
Lead Score
0
Disengaged
--
Quality
Lead Properties
| Closed Date | – |
| Owner | Syed Mohammed Kaifuddin |
| Alt. Email | – |
| Workshop Date | 28 Mar 2026 |
| Lead Source | Meta Ads |
Activity
Note
Task
Send Email
Messaging
Activity History
Lead Details
Payment
Yesterday
03:26 PM
Outbound Call: Did not answer a call by Syed Mohammed Kaifuddin.
02:21 PM
Call Feedback: Will be paying up tomorrow
Added by Syed Mohammed Kaifuddin on 28 Mar 2026 02:21 PM2 Days Ago
11:04 AM
Email Sent: Payment reminder email sent to samir.mndl@gmail.com
Automated sequence — 26 Mar 2026Sales Pipeline
Manage and track deals across all stages.
Admin Control Center
System configuration, bulk operations, and team management.
Bulk Lead Upload
Upload a CSV or Excel file to import leads directly into your database. Support for auto-mapping headers.
Click to select file
CSV, XLSX or JSON up to 10MB
No file chosen
Team & Role Management
Manage organization hierarchy and access control roles (Sales Rep, Manager, Senior Manager, Head).