Lead Management

About 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 initiate phone calls to customers only after explicit user action and confirmation. Calls are placed directly or via the phone dialer depending on device permissions. 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.