Lead Management

"Lead Mgt App – Smart, Simple Lead, Product & Service Management"


Lead Management CRM App is a structured system that helps businesses qualify, analyse, and nurture every opportunity over time.

Key Features:

Dashboard Insights:-

-Today Leads
-Today Task
-Stick Notes
- Lead Status
-Lead Sources

-Status wise Lead
- Activity Logs
- Follow Ups

- Lead Quality Report

- Dismiss inquiries Report

- Pending Followup List
- Daily Report


Lead Management:-

Follow-ups & CNR – Track today’s follow-ups, pending follow-ups, and unresponsive leads.
All Leads – View, filter, and manage All Lead at every stage.
Assign to Others – Assign inquiries to team members for better client management.
Close Requests

- Draft Leads

Dismiss Requests – Review and manage dismissed Leads.
Call: Our app allows users to tap a number and open the phone dialler with the selected number pre-filled. The app does not make automatic calls and does not collect, store, or share call logs or call-related data.

Agent Profile & Attendance Management
View personal details – Employee ID, role, name, email, phone, and profile image.

Attendance Tracking – Choose from three attendance methods:
Selfie Punch – Capture a selfie for secure attendance logging.
QR Scanning – Scan a QR code for location-based attendance.
Manual Entry – Mark attendance manually when required.

Register:-
 - Appointment
- Dismissed

Task Management:-
- show all today task using web view direct from crm

Supplier:-
-Supplier List
 - Purchase Order

Service:-
- Services
 -Sales

Product:-
- Products

- Purchase

- sales

- Return Stock

Report Management:-
- Daily Reports


- Notification

Chatview :-
- only see chat

- user admin role

-head can manage staff roll

Leave Management – Apply, approve, or reject leave requests.