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.