Meta WhatsApp and Instant Form leads, fair campaign routing, calls, follow-ups and site visits.
Today’s leads, follow-ups and team performance
No reminders due.
Leads, calls, talk time, site visits and bookings
| Agent | Leads | Calls | Talk time | Interested | Site visits | Booked | Last call |
|---|
0 leads
| Lead | Source | Campaign | Status | Agent | Last call | Follow-up | Created |
|---|
Overdue callbacks appear first. Complete each task from the lead record.
Earn rewards from configured calling achievements.
This month's CRM achievements
Agent-wise call time, outcomes and recordings
| Date & time | Lead | Agent | Outcome | Duration | Notes | Recording |
|---|
Map WhatsApp Ad IDs or Instant Form IDs to selected agents and routing weights.
Separate agent accounts and private lead access
Add sub-admins, managers or accounts users with exact feature permissions.
Due and overdue callbacks assigned to you
Lead workflow, WhatsApp templates, campaign Excel imports and audit history
Configure the calling workflow without editing source code. Changes apply to agent accounts immediately and remain audit logged.
Office locations are not configured.
Check in from either active office using a live selfie and GPS.
Location permission must be enabled. GPS validation is performed by the server against the office radius.
Late, half-day and checkout records
| Date | Office | Check in | Check out | Status | Distance | Selfie |
|---|
Agents can record attendance within the allowed radius of either active office.
Create or fully correct attendance, office, time and status.
| Date | Agent | Office | Check in | Check out | Status | Distance | Selfie | Correction |
|---|
Absence and half-day deductions; every 3 late arrivals deduct ½ day.
| Agent | Monthly salary | Working days | Present | Absent | Half days | Late | Deduction days | Deductions | Adjustment | Net salary | Status |
|---|
Booked and won leads automatically appear here for invoicing and payment updates.
| Customer | Sales agent | Accounts owner | Invoice total | Received | Balance | Invoice | Action |
|---|
These legal and payment details are printed on invoices. Ask your accountant to verify tax fields.