CRM Overview

Customer and merchant activity across the platform

Export Add Lead
1,24,580
Total Customers
11.2% vs last month
3,482
New Enquiries & Leads
18.6% vs last month
286
Today's Follow-ups
47 overdue need attention
68.4%
Returning Customers
4.1% vs last month

Lead Conversion Funnel

21.4% conversion
New Enquiries 3,482
Contacted 2,915
Qualified 1,764
Proposal Sent 1,102
Converted 746

Campaign Performance

View all
Diwali Mega Offer (WhatsApp) 42% engagement
Loyalty Double Points (SMS) 31% engagement
Win-back At-Risk Customers 24% engagement
New Year Coupons (Email) 18% engagement
Google Review Drive 12% engagement

Recent Leads

Lead IDCustomerBusinessSourceAssigned ToStatusNext Follow-upActions
#LD-4821
AI
Ananya Iyer
+91 98450 11223
 Sharma Electronics Website
KM
Karan Mehta
Sales
 New Today, 4:30 PM
#LD-4820
RV
Rohit Verma
+91 99001 22334
 Patel's Spice Kitchen QR Scan
NK
Neha Kapoor
Sales
 Contacted Today, 6:00 PM
#LD-4819
FK
Fatima Khan
+91 98860 33445
 Joshi Beauty & Wellness Instagram
AR
Arjun Rao
Support
 Qualified Tomorrow, 11:00 AM
#LD-4818
SP
Suresh Pillai
+91 97400 44556
 Singh Fitness Hub Walk-in
KM
Karan Mehta
Sales
 Converted —
#LD-4817
MN
Meera Nair
+91 96320 55667
 Gupta Healthcare Clinic Referral
NK
Neha Kapoor
Sales
 Overdue Yesterday, 3:00 PM
#LD-4816
VJ
Vikas Jain
+91 95380 66778
 Reddy EduTech Academy Google
AR
Arjun Rao
Support
 Lost —

Customer Segments

1.24L Customers
New 18%
Active 46%
Returning 24%
At-risk 12%

Today's Follow-ups

Call Ananya Iyer about Premium plan demo

4:30 PM · Karan Mehta

Send offer to Rohit Verma on WhatsApp

6:00 PM · Neha Kapoor

Email proposal to Fatima Khan

Tomorrow · Arjun Rao

Overdue: revisit Meera Nair enquiry

Yesterday · Neha Kapoor

Interaction History

Suresh Pillai converted to paying customer

2 hours ago

Priya Gupta left a 5-star review

3 hours ago

142 new customers via QR scan today

5 hours ago

Vikas Jain marked as lost lead

Yesterday