Executive Dashboard
Project Performance Overview
Total Leads
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0% Won
In Progress
0
in pipeline
Active Follow-up
0
upcoming schedules
Overdue Follow-up
0
needs attention
Calls Logged
0
phone outreach
Chats Logged
0
WhatsApp touchpoints
Pipeline Stage Progression
Distribution of leads across project stages.
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Execution Teams
Lead distribution across active teams.
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Top Offerings Tagged
Products and services driving contact interest.
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Recent Interactions Pulse
Latest actions and stage changes across the selected timeframe.
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Leads & Calls
Active Schedules & Reminders
0
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Status:
Offering Tag:
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| Contact | Phone | Product / Service | Status | Assigned (Team / User) | Connect / View |
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Lead Ingestion
CSV Bulk Upload
Select a CSV with columns mobile, first_name, last_name, email. Leads deduplicate on phone numbers automatically.
Performance
Agent Activity Log
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Admin Control Panel
User Accounts
| Role | Teams & Projects | 2FA | Status | Edit | |
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Roles & Permissions Matrix
| Role Name | Description | Assigned Users | Actions |
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Execution Teams
A team belongs to a single project; users can belong to multiple teams.
| Team Name | Assigned Project | Members | Actions |
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Projects & Execution Structure
| Project | Code | Execution Teams | Team Members | Leads | Actions |
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Project Lead Statuses
Manage pipeline stages for the currently active project.
| Status Name | Display Color | Action |
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Products & Services
Offerings that can be tagged to leads for this project.
| Name | Type | Details | Action |
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System Audit Trail
Complete immutable record of user operations and state changes.
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Account Security
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