CRM Login
Admin: admin@crm.com / password
Telecaller: telecaller@crm.com / password
Sellers: [seller_name]@crm.com / password123
Dashboard
Total Leads
0
Sales Done
0
Not Interested
0
Call Later / Others
0
Recent Activity
| Name | Entry Date | Last Modified | Phone | Branch | Product | Source | Generated By | Priority | Status | Assigned To | Last Note | Actions |
|---|
Sales Performance Report
Data Breakdown
| Seller Name | Total Assigned Leads | Total Sales |
|---|
Visual Comparison
Import & Export Data
Google Sheets Integration
Push all leads to a Google Sheet via a Google Apps Script Webhook URL.
See the "Google Apps Script Guide" for instructions on how to create the webhook.
Customize Dropdown Options
Add or remove options for various fields in the CRM.
Knowledge Base
Add Lead
Log Call Activity
Call History for
Lead Details
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Import Leads from CSV
1. Your CSV file must have a header row. The importer will try to match your column headers to the CRM fields automatically.
2. For best results, use headers like: `NAME`, `NUMBER`, `ADDRESS`, `PRODUCT`, `BRANCH`, etc.