CRM & Leads
Powered by ERPNext v16 · Live data sync
Live Activity Feed
Recent CRM touches flowing from notes, calls, follow-ups, and stage changes.
My Tasks Panel
Priya S. task queue, with overdue reminders surfaced first.
Overdue task reminders
2
Open tasks
4
Overdue reminders
Nudges and Status Moves
Manager-facing follow-up prompts, recent health shifts, and roadmap progress.
Overall roadmap
100%
Phase 5 now live
Phase 5 progress
100%
Operational feed shipped
Follow-up nudges
Recent status changes
Pipeline Analytics
5 leads in the current management view. Phase 3 analytics row is now live above the operating table.
Stage conversion funnel
Count and stage-to-stage conversion through the current lead pool.
1. New
1 leads | 100% conversion
₹60,000 pipeline value
2. Contacted
1 leads | 100% conversion
₹20,000 pipeline value
3. Qualified
1 leads | 100% conversion
₹40,000 pipeline value
4. Quoted
1 leads | 100% conversion
₹80,000 pipeline value
5. Negotiation
1 leads | 100% conversion
₹25,000 pipeline value
6. Booked
0 leads | 0% conversion
₹0 pipeline value
Source performance chart
Revenue-weighted lead quality by acquisition source.
Instagram
1 leads | avg score 77
₹80,000
Google
1 leads | avg score 56
₹60,000
WhatsApp
1 leads | avg score 83
₹40,000
Referral
1 leads | avg score 77
₹25,000
Website
1 leads | avg score 57
₹20,000
Assignee performance chart
Ownership load balanced against score, due work, and overdue risk.
Priya S.
2 leads | 0 overdue | 1 due today
Score 80
₹1,20,000 owned pipeline
Neha K.
1 leads | 1 overdue | 0 due today
Score 77
₹25,000 owned pipeline
Arjun M.
2 leads | 0 overdue | 0 due today
Score 57
₹80,000 owned pipeline
Pipeline value by stage
Stage-wise budget concentration across the pipeline.
New
1 leads | avg score 56
₹60,000
Contacted
1 leads | avg score 57
₹20,000
Qualified
1 leads | avg score 83
₹40,000
Quoted
1 leads | avg score 77
₹80,000
Negotiation
1 leads | avg score 77
₹25,000
Booked
0 leads | avg score 0
₹0
Automation Rules
Production-style CRM automation for follow-ups, template dispatch, source routing, cold lead recovery, and payment nudges.
Template picker
WhatsApp template
Sharing the refreshed quote with tighter inclusions and a callback slot.
Overall roadmap
100%
Phase 6 now live
Phase 6 progress
100%
Automation rules shipped
Automation preview
Management Reports
Weekly team performance, campaign attribution, loss patterns, rep ranking, and forward-looking revenue forecast.
Weekly performance report
Touches
24
Avg score
70
Active value
₹2,25,000
Kavya Nair
Priya S. | 5 touches | 1 days in stage
₹40,000
Suresh Reddy
Arjun M. | 5 touches | 2 days in stage
₹20,000
Nisha Agarwal
Neha K. | 5 touches | 3 days in stage
₹25,000
Tarun Bhatia
Priya S. | 5 touches | 0 days in stage
₹80,000
Campaign attribution
Instagram
1 leads | 0 booked | 0% efficiency
₹80,000
Google
1 leads | 0 booked | 0% efficiency
₹60,000
WhatsApp
1 leads | 0 booked | 0% efficiency
₹40,000
Referral
1 leads | 0 booked | 0% efficiency
₹25,000
Website
1 leads | 0 booked | 0% efficiency
₹20,000
Lost lead analysis
Price resistance
0
No response
1
Travel timing mismatch
2
Rep leaderboard
1. Priya S.
0 booked | avg score 80 | 10 touches
₹1,20,000
112 pts
2. Neha K.
0 booked | avg score 77 | 5 touches
₹25,000
90 pts
3. Arjun M.
0 booked | avg score 57 | 9 touches
₹80,000
83 pts
30 / 60 / 90 day revenue forecast
30 day
high confidence
₹18,000
60 day
mid confidence
₹56,700
90 day
early pipeline
₹55,100
Overall roadmap
100%
Phase 7 complete
Phase 7 progress
100%
Management layer shipped
Lead Operations Desk
5 matched leads across search, ownership, health, and stage filters.
0 active filtersRows: 5
Live Leads Pipeline
Searchable, sortable lead table with due follow-up visibility.
LeadScoreContactTrip / TagsBudgetOwnerStage AgeFollow-upTouchesActions
Nisha Agarwal
LD-503
77
76543-23456
nisha.agarwal@example.com
Manali Trek
Manali | May
Adventure
₹25k
Neha K.
3 travelers
HotHighNegotiation
3 days in stage
26 Apr 2026
Overdue
5
Discount approval pending
24 Apr 2026
Kavya Nair
LD-501
83
98765-01234
kavya.nair@example.com
Kerala Tour
Kerala | May
Honeymoon
₹40k
Priya S.
2 travelers
HotHighQualified
1 days in stage
27 Apr 2026
Due today
5
Quote shared on WhatsApp
26 Apr 2026
Suresh Reddy
LD-502
57
87654-12345
suresh.reddy@example.com
Goa Package
Goa | Jun
HoneymoonFamily
₹20k
Arjun M.
4 travelers
WarmMediumContacted
2 days in stage
29 Apr 2026
Scheduled
5
Brochure emailed
25 Apr 2026
Tarun Bhatia
LD-504
77
65432-34567
tarun.bhatia@example.com
Andaman Trip
Andaman | Jul
HoneymoonAdventure
₹80k
Priya S.
2 travelers
WarmMediumQuoted
0 days in stage
30 Apr 2026
Scheduled
5
Quote opened by customer
27 Apr 2026
Rekha Jain
LD-505
56
54321-45678
rekha.jain@example.com
Rajasthan
Jaipur | Aug
Family
₹60k
Arjun M.
5 travelers
ColdLowNew
5 days in stage
2 May 2026
Scheduled
4
Lead captured from search campaign
22 Apr 2026
Showing 1-5 of 5 leads
Page 1 / 1
Kavya Nair
Kerala Tour · Kerala
HotHighQualifiedScore 835 touches
Lead score
83/100
Days in status
1
Next follow-up
27 Apr 2026
Quick actions
Lead profile
Phone
98765-01234
Email
kavya.nair@example.com
Source
WhatsApp
Assignee
Priya S.
Destination
Kerala
Travel month
May
Budget
₹40k
Travelers
2 pax
Quote and payment status
Quote status
Sharedv2
₹40,000
Payment status
Not startedDue 27 Apr 2026
15% commercial progress
Tasks
Notes
Prefers premium houseboat stay with private transfer.
Asked for a revised quote with Munnar upgrade.
Call log
Positive callback
26 Apr 2026
Quote shared on WhatsApp
Owner: Priya S.
Timeline
27 Apr 2026 - Follow-up due today
26 Apr 2026 - Quote revised and sent on WhatsApp
25 Apr 2026 - Discovery call completed
Status change history
Stage
26 Apr 2026
Contacted to Qualified
Updated by Priya S.
Health
26 Apr 2026
Warm to Hot
Updated by Priya S.
WhatsApp Booking Automation
Run the demo to simulate a lead conversion
👤
Ramesh Gupta
online