CRM

  1. Dashboards
  2. CRM
Total Customers

2,54,244

0.16%
Total Revenue

$1.465M

0.16%
Conversion Ratio

26.97%

2.98%
Total Deals

12,644

1.34%
Project Analysis
Tasks List
  • Added New Customers

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    Progress
  • Sales Accounting

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    Completed
  • Meeting with Sales Team

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    not Started
  • Added New Customers

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    Progress
  • Customers Meeting

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    completed
  • Build a New Team

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    not Started
  • Meeting with Sales Team

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    not Started
  • Created a New Task today

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    not Started
  • Build a New Team

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    not Started
  • 27 New people joined summit

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    not Started
  • Meeting with Sales Team

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    Completed
  • Replied to new support request

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    Completed
  • Update of calendar events

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    Completed
  • Added New Customers

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    Completed
  • Meeting with Sales Team

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    Completed
Leads Overview
  • Hot Leads
    Increased by 0.64%
    1,754 Leads
  • Warm Leads
    Decreased by 2.75%
    1,234 Leads
  • Cold Leads
    Increased by 1.54%
    878 Leads
  • Lost Leads
    Increased by 1.54%
    270 Leads
Top Leads
  • Socrates Itumay socratesitumay@gmail.com
    $1,835
  • Json Taylor jsontaylor2416@gmail.com
    $2,415
  • Suzika Stallone suzikastallone3214@gmail.com
    $2,314
  • Angelina Hose AngelinaHose3214@gmail.com
    2,624
  • Selena Deoyl selenadeoyl114@gmail.com
    $1,035
  • Charlie Davieson charliedavieson@gmail.com
    $1,835
  • Leo Phillip leophillips@gmail.com
    $3,856
Leads By channels
  • Direct
    0.56%42.34%
  • Referral
    12.85%13%
  • Social
    4.45%62%
  • Organic
    5.75%22.46%
Deals Overview
Today
Weakly
Yearly
Deal Amount Probability Status

Socrates Itumay

socratesitumay@gmail.com
$54,900 24% Qualified

Json Taylor

jsontaylor2416@gmail.com
$16,800 70% Review

Inferno Tech Et.

InfernoTech@gmail.com
$12,000 90% Closed Won

Andrew Garfield

andrewgarfield@gmail.com
$16,800 70% Closed Lost

Jack Pvt.Ltd

JackTech@gmail.com
$12,000 90% Closed Won

Athetic Corp

atheticcorp33@gmail.com
$15,000 70% Review
Leads Report
View All
S.NO Lead Phone Number Company Name Location Status Date Amount Action
1
Socrates Itumay socratesitumay@gmail.com
+1(555) 354 2345 Beckle Heth Corp. Germany Won Lead 02-04-2024 $1500
2
Luke Cooper LukeCooper@gmail.com
+1(555) 873 8923 Lackme Info Et. London New Lead 03-04-2024 $20000
3
Rony Brad RonyBrad@gmail.com
+1(555) 347 0923 Mevengo Tech Et Sed Usa New Lead 04-04-2024 $10000
4
Sophia Khud RonyBrad@gmail.com
+1(555) 674 7824 Jeveda Group En. Canada Lost Lead 05-04-2024 $30000
5
Cooper Hard CooperHard@gmail.com
+1(555) 985 2893 Neveia Exp Sid. England New Lead 06-04-2024 $10000
Showing 5 Entries
Recent Activity
  • New Lead
    09 July 2021
    John Smith contacted via website form submission
  • Follow-up
    05 July 2021
    Emma Johnson called client for initial consultation
  • Meeting Scheduled
    29 June 2021
    David Lee set up a meeting with potential client for next week
  • Deal Closed
    09 July 2021
    Sarah Thompson finalized a contract with XYZ Company worth $10,000
  • Task Completed
    25 Aug 2021
    Mark Williams finished product demo