Agency Dashboard
See your leads, pipeline, sales and growth from one place.
Total Leads
10.6K
↑ 12.5% vs last 30 days
Pipeline Value
₹55.35L
↑ 18.2% vs last 30 days
Conversion Rate
18.4%
↑ 4.8% vs last 30 days
Total Revenue
₹24.5L
↑ 21.6% vs last 30 days
Opportunities Pipeline
View Pipeline →Leads125
₹12,500.00New Lead₹300.00
Facebook Lead₹500.00
Website Inquiry₹750.00
Google Ads Lead₹400.00
Referral₹800.00
Contacted68
₹8,750.00Called - Left VM₹1,200.00
Sent Follow Up SMS₹300.00
Sent Email₹700.00
Connected on Call₹400.00
In Discussion₹600.00
Booked32
₹5,200.00Discovery Call₹5,000.00
Strategy Call₹300.00
Demo Call₹700.00
Product Walkthrough₹400.00
Closed18
₹3,600.00Won - New Client₹1,300.00
Won - Retainer₹1,000.00
Won - Annual Plan₹1,400.00
Inbox
⋮UnreadRecentsStarredAll
Sarah Jane
Sounds good, let's book it.
Michael Brown
Thanks! Looking forward.
James Wilson
Can I get more info?
Emily Davis
Perfect, that works!
David Thompson
Call me when you can.
Funnel
⋮CampaignRun Ads
PagesLanding Pages
FormCapture Leads
AutomationAuto Follow-ups
Follow-upSMS / Email / WhatsApp
CustomerNew Client
Calendar
Sep 26, 2026< Today >Day ▾ + New
Discovery Call9:00 AM - 10:00 AM
Strategy Session10:30 AM - 11:30 AM
Client Onboarding Call12:00 PM - 1:00 PM
Demo Call2:00 PM - 3:00 PM
Follow Up Call3:30 PM - 4:00 PM
Analytics Overview
Sep 1 - Sep 26 ▾Total Leads256↑ 35.8%
Total Opportunities143↑ 28.4%
Conversions28↑ 40.0%
Leads Over Time
Sep 1Sep 7Sep 13Sep 19Sep 26
Quick Actions
Pipeline
Track opportunities from lead to sale.
Total Opportunities
0
Open
0
Won
0
Lost
0
Loading pipeline...
Funnels
Create and manage your sales funnels.
Total Funnels
0
Active Funnels
0
Draft Funnels
0
| Funnel | Steps | Status | Created | Action | |
|---|---|---|---|---|---|
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Contacts
Manage leads and customers from one place.
Total Contacts
0
New Leads
0
Active Prospects
0
Customers
0
| Contact | Phone | Source | Status | Product | Last Activity | Action | ||
|---|---|---|---|---|---|---|---|---|
|
Loading contacts...
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Archived Contacts
View and restore archived contacts.
| Contact | Phone | Status | Product | Archived On | Action | ||
|---|---|---|---|---|---|---|---|
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No archived contacts loaded.
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Export Contacts
Choose which contacts you want to export.
Export Scope
File Format
CSV — compatible with Excel, Google Sheets and CRM imports.
Import Contacts
Upload a CSV file to add contacts in bulk.
Upload CSV File
Choose a CSV file containing your contacts.
No file selected
CSV Format
Required columns: First Name and Phone
Optional: Last Name, Email, Company, Website, Source, Status, Product, Tags, Address, City, State, Country, Notes
Import Preview
Review your CSV data before importing.
Total Rows0
Ready0
Duplicate0
Invalid0
| Row | First Name | Phone | Status | Product | Validation |
|---|
Import Result
Your contact import has been completed.
Import Completed
Your contacts were processed successfully.
Total Rows0
Imported0
Duplicates0
Invalid0
Skipped Rows
These rows were not imported because they were duplicates or invalid.
| Row | First Name | Phone | Reason |
|---|
Add Contact
Edit Contact
Contact Profile
Add Activity
Record a manual interaction for this contact.
Pages
Create and manage pages used across your funnels.
Total Pages
0
Published Pages
0
Draft Pages
0
| ID | Page | Type | Slug | Status | Created | Action |
|---|---|---|---|---|---|---|
Open Pages to load pages... | ||||||
Showing 0 of 0
Campaigns
Connect your customer's existing ad campaigns and track form leads, conversions and revenue from one place.
Total Campaigns0
Active0
Total Leads0
Revenue₹0
CampaignsPerformance overview
| Campaign | Objective | Form / Destination | Status | Leads | Spend | CPL | Revenue |
|---|
Automation
Automate follow-ups, lead management and customer journeys from one place.
Total Automations
0
Active
0
Drafts
0
| Automation | Trigger | Status | Updated | Action |
|---|---|---|---|---|
|
No automations yet.
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›
Automation Workflow
Stats
New Lead Created
Cold Leads
Calendar
Manage appointments, follow-ups and business tasks.
Analytics
See your leads, marketing, pipeline and revenue performance.
Total Leads
10.6K
↑ 12.5% vs last 30 days
Qualified Leads
2,840
↑ 8.2% vs last 30 days
Won Deals
386
↑ 14.7% vs last 30 days
Revenue
₹12.8L
↑ 18.4% vs last 30 days
Lead & Revenue Trend
Week 1Week 2Week 3Week 4
Lead Sources
Facebook Ads32%
Google Ads24%
WhatsApp21%
Website15%
Referral8%
Opportunities Pipeline
New Lead
125
₹2.8L
Contacted
98
₹2.1L
Qualified
64
₹3.4L
Proposal
42
₹4.2L
Won
18
₹2.3L
Campaign Performance
Ad Spend
₹1.82L
Leads
3,420
CPL
₹53
ROAS
4.8x
WhatsApp & Automation
Conversations
1,248
Response Rate
78%
Follow-ups
684
Automation Runs
2,940