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overdue follow-ups
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open pipeline value
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deals won this month
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Pipeline board
Leads created
On day
Month
Total
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Open
0
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Won
0
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Lost
0
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Win Rate
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of closed deals
Follow-Ups
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Team Management
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Ad Tracker
Daily spend, leads & ROAS
Meetings
Call log & conversion rates
Payments
Advance, balance & guarantee tracking
Sales Kit
Scripts & objection handling for calls
Settings
Pipeline stages, sources, theme
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Team Management
System Users
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Security Protocol
Active
| Employee | Role | Active Deals | Permissions | Last Login | Actions |
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Ad Tracker
Enter the day's numbers — dates, days and all the math fill themselves.
Lead update —
Total auto-counts from the tracker. Fill 3 numbers, hit copy, paste in the group. Done.
Total leads (auto)
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| # | Date | Day | Spent ₹ | Meta MGR | CRM AUTO | Meetings AUTO | Conv AUTO | L→M % | M→C % | Revenue ₹ | ₹/Lead | ₹/Mtg | ROAS | Update |
|---|
Meetings
Every sales call, its outcome, and each closer's conversion rate.
| # | Date | Lead | Closer | Outcome | Package | Value (₹) | Loom | Notes |
|---|
Payments
Every converted client. Mark Work → Delivered and the balance becomes due 30 days later — automatically. Tap 📞 each time you chase.
Client notes
Meeting notes, preferences, history — everything about this client, shared with the team
Sales Kit
Your pitch and your comebacks — built to be read mid-call.