Dashboard
Welcome back! Here's what's happening with your leads and tasks.
Total Leads
2,847
+12% from last month
Active Tasks
156
23 due today
Conversion Rate
24.8%
+3.2% improvement
Revenue
₹8.4L
+18% this quarter
Lead Sources
Conversion Funnel
Recent Leads
View All
Priya Sharma
priya.sharma@email.com
2 hours ago
Rajesh Kumar
rajesh.k@company.com
4 hours ago
Anita Patel
anita.patel@gmail.com
6 hours ago
Quick Actions
Today's Tasks
Leads
Manage and track all your leads in one place
| Lead | Contact | Source | Status | Assigned To | Score | Last Activity | Actions | |
|---|---|---|---|---|---|---|---|---|
|
Priya Sharma
Healthcare Professional
|
priya.sharma@email.com
+91 98765 43210
|
Website | Qualified |
Dr. Sushma
|
|
2 hours ago |
|
|
|
Rajesh Kumar
Business Owner
|
rajesh.k@company.com
+91 87654 32109
|
Referral | Contacted |
Dr. Latha
|
|
4 hours ago |
|
|
|
Anita Patel
Clinic Manager
|
anita.patel@gmail.com
+91 76543 21098
|
Social Media | New | Unassigned |
|
6 hours ago |
|
Showing 1 to 10 of 97 results
Priya Sharma
Healthcare Professional
📧 priya.sharma@email.com
📱 +91 98765 43210
🌐 Website
Dr. Sushma
Tasks
Manage and track all your tasks efficiently
Total Tasks
156
Due Today
23
Completed
89
Overdue
12
Pending
23Follow up with Priya Sharma
HighContact lead regarding healthcare consultation services
Dr. Sushma
Send proposal to ABC Corp
MediumPrepare and send detailed service proposal
Dr. Latha
Schedule demo call
LowArrange product demonstration for potential client
Dr. Santhosha
In Progress
15Update CRM database
MediumImport new lead data and update existing records
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Amrutha
Prepare monthly report
HighCompile lead conversion and task completion metrics
Swapnil
Review
8Client feedback analysis
LowReview and analyze recent client feedback forms
Dr. Sushma
Completed
89Lead qualification call
CompletedSuccessfully qualified lead for healthcare services
Dr. Latha
Email campaign setup
CompletedSet up automated email sequence for new leads
Amrutha
| Task | Assigned To | Priority | Status | Due Date | Progress | Actions | |
|---|---|---|---|---|---|---|---|
|
Follow up with Priya Sharma
Contact lead regarding healthcare consultation
|
Dr. Sushma B Hiremath
|
High | Pending | Today |
|
|
Automation
Streamline your lead and task management with intelligent automation
Active Automations
12
Tasks Automated
847
Time Saved
156h
Success Rate
94%
Lead Assignment
Automatically assign new leads to team members based on workload, expertise, or round-robin.
Follow-up Sequences
Create automated follow-up sequences across email, SMS, and WhatsApp channels.
Task Automation
Automatically create tasks based on lead status changes, time triggers, or custom conditions.
Active Automations
Website Lead Auto-Assignment
Automatically assigns website leads to available team members
Welcome Email Sequence
Sends welcome emails to new leads with service information
Follow-up Task Creation
Creates follow-up tasks when leads haven't been contacted in 24 hours
Recent Automation Activity
Lead auto-assigned to Dr. Sushma B Hiremath
New website lead "Priya Sharma" was automatically assigned based on workload distribution
2 minutes ago
Welcome email sent
Automated welcome email sent to new lead "Rajesh Kumar"
15 minutes ago
Follow-up task created
Automatic follow-up task created for lead "Anita Patel" - no contact in 24 hours
1 hour ago
Channels
Manage multi-channel communication for leads and tasks
Active Channels
8
Messages Sent
2,847
Response Rate
68%
Avg Response Time
2.4h
Communication Channels
Direct messaging and communication platforms
SMTP & Gmail Integration
SMS
Twilio Integration
Business API
Voice Calls
VoIP Integration
Social Media
Social platforms and messaging apps
Messenger Integration
Direct Messages
InMail & Messages
Direct Messages
Lead Sources
Website forms and lead capture channels
Website Forms
Contact & Inquiry Forms
Live Chat
Website Chat Widget
Landing Pages
Campaign Landing Pages
API Integration
Third-party Integrations
Recent Channel Activity
Email sent successfully
Welcome email sent to new lead "Priya Sharma" via SMTP
2 minutes ago
SMS delivered
Follow-up SMS sent to "Rajesh Kumar" via Twilio
15 minutes ago
Facebook message received
New inquiry received via Facebook Messenger
1 hour ago
Website form submission
New lead "Anita Patel" submitted contact form
2 hours ago
Analytics
Track performance and gain insights from your lead and task data
Total Leads
2,847
+12% from last period
Conversion Rate
24.8%
+3.2% improvement
Tasks Completed
1,456
+8% efficiency
Revenue Generated
₹8.4L
+18% growth
Lead Trends
Conversion Funnel
Team Performance
Dr. Sushma B Hiremath
Physiotherapist
94%
Success Rate
Dr. Latha Dara
Psychologist
89%
Success Rate
Dr. Santhosha Kulal
General Physician
87%
Success Rate
Amrutha Gowri Suresh
Nutritionist
92%
Success Rate
Swapnil Naik
Internal Medicine
85%
Success Rate
Channel Performance
Lead Sources
Recent Conversions
Priya Sharma
Healthcare Professional
₹25,000
2 hours ago
Rajesh Kumar
Business Owner
₹45,000
5 hours ago
Anita Patel
Clinic Manager
₹18,500
1 day ago
Task Completion Stats
Team
Manage your team members and their performance
Total Members
12
Active Now
8
Avg Performance
89%
Tasks This Week
247
Team Members
Dr. Sushma B Hiremath
Physiotherapist
Dr. Latha Dara
Psychologist
Dr. Santhosha Kulal
General Physician
Amrutha Gowri Suresh
Nutritionist
Swapnil Naik
Internal Medicine
Add Team Member
Invite new members to join your team
Team Performance Overview
Settings
Manage your account and system preferences
Profile Settings
Profile Picture
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