Description
"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.