Overview
Good day
Lead flow
New leads per day, last 30 daysNew leadsBooked
This month's target
Sales funnel
How far leads get, all timeLead sources
Volume and conversion by sourceTeam leaderboard
This monthNeeds attention
Follow-ups, unassigned leads and today's visitsLatest leads
Newest firstLead Management
Every enquiry becomes a lead here, tracked end to end
All
New
Contacted
Site Visit
Negotiation
Converted
Lost
| Lead ID | Customer | Project / Config | Source | Assigned To | Priority | Status | Lead Date |
|---|---|---|---|---|---|---|---|
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Pipeline
Your leads, visualized by stage — click a card to open it, or move it forward a stage directly
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Inventory
Every project and its floor-wise unit inventory, in one place
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Site Visit Dashboard
Everything a manager needs to see about site visits, at a glance
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Visits Scheduled
0
Confirmed
0
Completed
0
No Show
0
Cancelled
0
Booking After Visit
0%
Site Visit Conversion % (Bookings ÷ Completed Visits)
| Customer | Project | Visit Date | Assigned To | Status | Booking After Visit |
|---|---|---|---|---|---|
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My Performance
Your personal leads, follow-ups, and conversion snapshot
Interest Level
Personal Conversion
Based on your conversion rate
My Lead Status Funnel
Today's Tasks
No tasks due today
Upcoming Follow-ups
No upcoming follow-ups
My Lead Source Performance
My Follow-ups
Every follow-up across your leads, grouped by urgency
Overdue
Nothing overdue
Due Today
Nothing due today
Upcoming
No upcoming follow-ups
My Tasks
Your personal to-do list — private to you
Pending
No pending tasks
Completed
No completed tasks yet
My Bookings
Your converted customers — tap one to assign the unit, collect KYC, share the cost sheet and record payments
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Bookings
Every converted customer from booking to final payment — filter by project or by what's pending
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Channel Partners
Brokers and agencies who refer customers — their leads, site visits, bookings and brokerage
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Sourcing
Partner onboarding and office visits — every visit is checked by GPS and a live selfie
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Business Dashboard
Organization-wide performance, filterable by any dimension below
Funnel Analysis
Lead Source Performance
Daily Trend — Last 14 Days
Monthly Trend — Last 12 Months
Target vs Achievement (This Month)
Forecast (Month-End Projection)
Project-wise Performance
| Project | Leads | Bookings | Conv % | Est. Value |
|---|
Location-wise Performance
| Location | Leads | Bookings | Conv % |
|---|
Team-wise Performance
Executive-wise Performance
| Executive | Leads | Bookings | Conv % | Visits |
|---|
Presales vs Sales Performance
Lead Ageing (Active Leads Not Yet Converted/Lost)
Lost Lead Analysis (by Source)
Cancellation Analysis (Site Visits)
Audit Trail
A complete, permanent record of activity across the CRM — nothing here can be edited or deleted
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Team Performance
Every Sales Executive, at a glance — click a card for the full picture
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Reports
Funnel, source, and executive performance across all enquiries
Lead Funnel
No leads yet
Source Performance
No leads yet
Executive-wise Performance
No leads yet
Downloadable Reports
Settings
Your profile and team management
My Profile
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