—
Total Leads
—
Call Pending
—
Demo Booked
—
Converted
—
Lead Won
—
Lead Lost
—
Not Required
—
Convert Rate
—
Total Calls
—
Uncalled Pending
—
New This Week
—
Follow-ups Today
—
ZFleet Leads
—
TechCoder Leads
Activity (Last 7 Days)
Status Distribution
Top States
Team Performance
Lead Source Breakdown
Call Status Breakdown
Upcoming Follow-ups (7 Days)
| # | Co. | Client ↕ | Person | Mobile | State ↕ | City | Status ↕ | Priority ↕ | Calls ↕ | Assigned | Updated ↓ | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Loading…
Page 1
Team Management
Roles:
Admin — Full Access
Manager — Team + Reports
User — Own Leads Only
Import Leads from CSV
Import ke baad saare records is company ko assign honge
Drop CSV file here or click to browse
Supports .csv files. Max size: 50MB
Expected CSV Column Order:
| # | Column | Required | Example |
|---|---|---|---|
| 1 | S.No | No | 1 |
| 2 | Company | Yes | Acme Corp |
| 3 | State | No | Maharashtra |
| 4 | District | No | Pune |
| 5 | City | No | Pune |
| 6 | Address | No | 123 Main St |
| 7 | Pincode | No | 411001 |
| 8 | Office No | No | 020-12345678 |
| 9 | Mobile No | No | 9876543210 |
| 10 | No | info@acme.com | |
| 11 | Website | No | acme.com |
| 12 | Details | No | Notes |
| 13 | Person Name | No | John Doe |
My Profile
Change Password
Sales Report
—
Total Leads
—
Converted
—
Demo Booked
—
Revenue Received
—
Pending Payment
—
Overdue Amount
—
Quotations
—
Calls This Month
Monthly Leads & Conversions (Last 6 Months)
Pipeline Status
Monthly Revenue (Last 6 Months)
Team Performance
| # | Agent | Assigned | Demos | Converted | Calls | Revenue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Quotations
| # | Quot No. | Client | Title | Amount | Status | Valid Until | Date | Actions |
|---|---|---|---|---|---|---|---|---|
| No quotations yet | ||||||||
Payments & Billing
—
Received
—
Pending
—
Overdue
—
Partial
| Invoice | Client | Total | Received | Balance | Type | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No payments yet | ||||||||
Reminders & Alerts
No reminders yet
Reports & Downloads
Excel mein khulne wali CSV files — filters laga ke download karoCommon Filters (sab reports pe apply hote hain)
📋
All Leads
Saare leads data with filters
Columns: S.No, Company, Person, Mobile, Email, State, City, Status, Priority, Calls, Assigned To, Remarks
📊
Status Summary
Status + Priority + Monthly Trend
Status wise count, Priority breakdown, Monthly new leads trend (12 months)
🗺️
State / City Report
Location wise lead distribution
State wise: leads, conversions, calls. Top 50 cities breakdown
👥
Team Performance
Har member ki performance
Per user: Assigned leads, Called, Uncalled, Demo, Converted, Total calls, Conversion rate
💰
Payments Report
Received, Pending, Overdue
Summary + Full detail: Invoice no, Client, Amount, Paid, Balance, Due date, Method
📄
Quotations Report
All quotations + modules breakdown
Quot no, Client, Value, Status + Most quoted ZFleet modules analysis
✅
Tasks Report
Requirements & Tasks tracker
All tasks: Type, Priority, Status, Client, Assigned, Due Date, Completed date, Tags
🔁
Follow-ups Report
Pending + Completed follow-ups
Client, Date, Notes, Assigned to, Lead status — date filter se period-wise
📞
Call Log Report
Saari calls ka complete history
Date/Time, Client, Called by, Call status, Duration, Remarks, Lead status after call
⚠️
Pending Alert Report
Uncalled leads + Overdue items
Never called leads + Overdue payments + Overdue tasks + Today's pending follow-ups
🏆
Master Report
Sab kuch ek file mein
Overall stats + Team summary + Payments + Quotations + Tasks + Top states — one complete file
Meetings & Google Calendar
📅
Google Calendar Integration
Checking connection...
Upcoming 30 Days
Connect Google Calendar to see events
All CRM Meetings
| Meeting | Client | Date & Time | Status | Actions |
|---|---|---|---|---|
| No meetings yet | ||||
Tasks & Requirements
—
Total Tasks
—
To Do
—
In Progress
—
Completed
—
Overdue
| # | Task / Requirement | Client | Type | Priority | Assigned | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No tasks yet | ||||||||