Dashboard
Overview of your leads, deals, revenue, and follow-ups.
Sales Pipeline Summary
Deal count and total value by stage.
Upcoming Follow-ups
Priority tasks linked to leads, clients, and deals.
Recent Activity Timeline
Connected activity across the CRM.
Leads by Source
Where new opportunities are coming from.
Monthly Revenue
Clean revenue trend for executive review.
Leads
Track, assign, and manage potential customers from first enquiry to qualified opportunity.
| Lead Name | Company | Phone | Service Interested | Source | Status | Assigned User | Next Follow-up | Priority | Actions |
|---|
Lead Detail
Everything related to the lead, including contact information, notes, communication, tasks, and conversion actions.
Sarah Ahmed
Prime Logistics · CRM Automation · Website Form
Lead Information
Core record fields used for qualification and follow-up.
Notes
Internal notes for sales and account handover.
Client wants a CRM that can connect website forms, WhatsApp, and Google Sheets with follow-up reminders.
Needs a practical MVP first, then automation add-ons after sales team adoption.
Communication Timeline
Calls, email, WhatsApp, meetings, proposals, and updates.
Linked Tasks
Follow-ups connected to this lead.
Clients
Manage active and past customers, purchased services, communication, and revenue.
| Client Name | Company | Phone | Service Purchased | Status | Assigned Manager | Total Revenue | Last Interaction | Actions |
|---|
Client Detail
A connected profile showing client records, deals, tasks, communication, documents, and revenue.
GrowthLabs
AI Chatbot · VIP client · Assigned to Hamza Malik
Client Information
Revenue Summary
Purchased Services
Services connected to revenue and delivery tasks.
Active Tasks
Communication History
Calls, emails, WhatsApp notes, meetings, and updates.
Deals Pipeline
Track opportunities from first contact to closed deal with clear stages and linked activities.
Tasks
Manage follow-ups, reminders, and team responsibilities linked to CRM records.
| Task Title | Related To | Assigned User | Due Date | Priority | Status | Actions |
|---|
Calendar / Follow-ups
View scheduled calls, meetings, proposal reminders, payment reminders, and internal tasks by date.
July 2026
Monthly calendar view for CRM activity.
Reports
Analyze sales, leads, revenue, tasks, follow-up completion, and team performance.
Leads by Source
Website and Upwork remain highest quality sources.
Deals Won vs Lost
18 won deals compared to 5 lost deals this month.
Follow-up Completion
Automated reminders reduced overdue follow-ups.
Monthly Revenue
Pipeline Value by Stage
Sales Agent Performance
Team Performance Table
Activity and performance by team member.
| Team Member | Leads Assigned | Deals Won | Revenue Generated | Follow-ups Completed | Conversion Rate |
|---|---|---|---|---|---|
| Omar Khan | 42 | 7 | $18,400 | 36 | 31% |
| Sana Ali | 38 | 5 | $12,700 | 41 | 26% |
| Hamza Malik | 34 | 6 | $15,800 | 29 | 29% |
| Zain Ahmed | 21 | 2 | $7,300 | 33 | 18% |
Team
Manage CRM users, roles, responsibilities, activity, and performance indicators.
| Name | Role | Assigned Leads | Active Deals | Completed Tasks | Status | Last Active | Actions |
|---|
Integrations
Connect your CRM with lead sources, spreadsheets, email, WhatsApp, social lead forms, calendar, and custom APIs.
Settings
Manage company profile, roles, lead statuses, deal stages, services, notifications, import, security, and billing placeholders.
Company Profile
Visible across CRM documents, reports, and client records.
User Roles
Define permissions by team responsibility.
Lead Statuses
Edit the stages used in lead qualification.
Deal Stages
Pipeline stages used by the Kanban board and reports.
Services
Used in leads, deals, clients, filters, and reports.
Notifications
Choose when CRM users get follow-up and activity alerts.
Data Import
Import leads, clients, deals, and tasks from CSV or sheets.
Security
Access and account protection settings.
Billing Placeholder
Plan and invoice information can be connected later.