Total Leads
1,284
+8.4% this month
New Leads Today
24
+3 vs yesterday
Pending Follow-ups
87
3 overdue today
Demo Scheduled Today
7
2 completed so far
Converted Leads
312
24.3% conversion
Closed / Lost
143
11.1% loss rate
My Assigned Leads
38
5 follow-up due
This Month Closures
41
+12 vs last month
Monthly Lead Activity
Lead Status Split
Converted
312
In Progress
517
Follow-up
312
Closed/Lost
143
Sales Performance — This Month
Full Report →| Agent | Assigned | Converted | Demos Done | Follow-ups | Conv. Rate | Progress |
|---|---|---|---|---|---|---|
RS Rahul Sales | 68 | 22 | 14 | 31 | 32.4% | |
AK Ankit Kumar | 54 | 16 | 11 | 24 | 29.6% | |
PM Pooja Mehta | 41 | 10 | 9 | 18 | 24.4% |
Recent Leads
View All →| Lead | Source | Status | Assigned |
|---|---|---|---|
| Nisha Patel | Website | New | Rahul |
| Deepak Rao | WhatsApp | Follow-up | Ankit |
| Kavya Sharma | Referral | Demo | Pooja |
| Ravi Nair | Call-In | Assigned | Rahul |
| Meena Joshi | Social | Converted | Ankit |
Today's Follow-ups
View All →| Lead | Type | Status |
|---|---|---|
| Nisha Patel | 📞 Call | Pending |
| Deepak Rao | 💬 WA | Overdue |
| Arjun Singh | Done | |
| Kavya Sharma | 📞 Call | Pending |
| # | Lead Name | Mobile | Source | Status | Assigned To | Follow-up | Actions | |
|---|---|---|---|---|---|---|---|---|
| 70 | testdeveloper | 9999999999 | ranesiddhesh2000@gmail.com |
mobile_app
|
New | — | — | |
| 69 | VIMAL RATHOUR | 9997488859 | vimalrathour64@gmail.com |
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Follow Up | — | — | |
| 62 | azharuddin | 9812002167 | dajru6256@gmail.com |
mobile_app
|
New | — | — | |
| 61 | Azharuddin | 9812002167 | dajru6256@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 60 | Adinath Raghunath Patole | 9146266755 | patoleadinath20@gmail.com |
mobile_app
|
Lost | — | — | |
| 59 | devashish | 8149903245 | demo@demo.com |
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— | — | ||
| 58 | rajendra madhukar bhavsar | 9404576771 | rajubhabsar513@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 57 | Rohan | 9049523991 | dmcsism@gmail.com |
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New | — | — | |
| 56 | Rohan | 9049523991 | dmcsism@gmail.com |
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New | — | — | |
| 55 | Rohan | 9049523991 | dmcsism@gmail.com |
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— | — | ||
| 54 | Mahesh Ramchandra Ringe | 8600950867 | kbfinfra@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 53 | ankur | 8446525888 | ank123@gmail.com |
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New | — | — | |
| 52 | Dnyandev Bobade | 7517007777 | dnyandevbobade@gmail.com |
mobile_app
|
Lost | — | — | |
| 51 | sonu | 9850514309 | lalitkarhe161089@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 50 | Shashank | 8451946773 | shashankrane21@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 49 | Jay Rane | 9404479107 | ranejay09@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 48 | SUJIT SHRIWASTAV | 8600168770 | shriwastavsujit92@gmail.com |
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Lost | — | — | |
| 47 | SUJIT SHRIWASTAV | 8600168770 | shriwastavsujit92@gmail.com |
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Follow Up | — | — | |
| 46 | DEEPAK LAGORIYA | 9039335794 | deepaklagoriya1111@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 45 | hasmukh Parmar | 9913848641 | hbprmar09@gmail.com |
mobile_app
|
Lost | — | — | |
| 44 | Amit Patil | 9028486248 | amitpatil50083@gmail.com |
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New | — | — | |
| 43 | Amit Patil | 9028486248 | amitpatil50083@gmail.com |
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New | — | — | |
| 42 | Amit Patil | 9028486248 | amitpatil50083@gmail.com |
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— | — | ||
| 41 | Abhishek gupta | 9284352225 | ag6416184@gmail.com |
mobile_app
|
Lost | — | — | |
| 40 | Bishnu Prasad maharana | 9938941003 | maharanabishnuprasad00@gmail.com |
mobile_app
|
Lost | — | — | |
| 39 | rajendra | 9019721108 | kenchnawar@gmail.com |
mobile_app
|
Lost | — | — | |
| 38 | Shahrukh bagwan | 9763586456 | bagsha237@gmail.com |
mobile_app
|
Follow Up | — | — | |
| 37 | Shahrukh bagwan | 9763586456 | bagsha237@gmail.com |
mobile_app
|
New | — | — | |
| 36 | Pradeep kumar | 9036149999 | pradeepblre@gmail.com |
mobile_app
|
Lost | — | — | |
| 35 | Ross Musood Bhat | 7006031292 | Greenlandrohama@gmail.com |
mobile_app
|
Lost | — | — | |
| 34 | shivpujan Swarnkar | 9199315165 | shivpujanswarnkar@gmail.com |
mobile_app
|
New | — | — | |
| 33 | Shivpujan Swarnkar | 9931516562 | shivpujanswarnkar@gmail.com |
mobile_app
|
Lost | — | — | |
| 32 | Yuvrajsinh Chauhan | 7405830770 | chauhanyuvrajsinh345@gmail.com |
mobile_app
|
New | — | — | |
| 31 | Suhel Raza | 6306747750 | suherazziye7779@gmail.com |
mobile_app
|
Lost | — | — | |
| 30 | sk emraul hoque | 9641346761 | emraulhoque9@gmail.com |
mobile_app
|
New | — | — | |
| 29 | affshrun | 8077411905 | affshrunguru@gmail.com |
mobile_app
|
Lost | — | — | |
| 28 | test test | 0000000000 | accousdasdnts@ramdevpcb.com |
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Converted | — | — | |
| 27 | Rohit Solanki | 0000000000 | accounts@ramdevpcb.com |
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New | — | — | |
| 26 | venkatesh | 9702176583 | raiduvenkatesh1@Gmail.com |
mobile_app
|
Lost | — | — | |
| 25 | siddhesh | 9966998866 | ranesiddhesh2000@gmail.com |
mobile_app
|
New | — | — | |
| 20 | Amit Patil | 9028486248 | amitpatil50083@gmail.com |
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Converted | — | — | |
| 19 | Amit Patil | 9028486248 | amitpatil50083@gmail.com |
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New | — | — | |
| 18 | Amit Patil | 9028486248 | amitpatil50083@gmail.com |
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New | — | — | |
| 17 | svv5bx | 252593807914 | gj1z4j1glbowev@wshu.net |
|
— | — | ||
| 16 | vbd05w | 953959407379 | yd94moqnzn93so@wshu.net |
|
New | — | — | |
| 15 | h2igat | 729265185055 | yd94moqnzn93so@wshu.net |
|
Lost | — | — | |
| 14 | xks5a2 | 781421609097 | g8d7eoorrrg0dg@wshu.net |
|
New | — | — | |
| 13 | tqwfqq | 822339218643 | g8d7eoorrrg0dg@wshu.net |
|
New | — | — | |
| 12 | 50kowt | 251827027029 | 6b7rnhd8pieblk@wshu.net |
|
New | — | — | |
| 11 | Neelam | 9987833513 | neelam.mistry3@gmail.com |
Retail / Shop
|
New | — | — | |
| 10 | Rohit Solanki | 0000000000 | accounts@ramdevpcb.com |
Factory / Manufacturing
|
New | — | — | |
| 9 | du351t | 679443955409 | sandysun@mlgmail.top |
|
New | — | — | |
| 8 | Astrid Fitzpatrick | 240912478 | domains@search-hajeripro.com |
School / College
|
New | — | — | |
| 7 | Rohit Solanki | 9699530145 | rohitsolanki.k.1996@gmail.com |
Corporate Office
|
Converted | — | — | |
| 6 |
|
New | — | — | ||||
| 5 |
|
New | — | — | ||||
| 4 |
|
New | — | — | ||||
| 3 |
|
New | — | — | ||||
| 2 |
|
New | — | — | ||||
| 1 | Rohit Solanki | 9699530145 | rohitsolanki@csismtechnologies.com |
Retail / Shop
|
New | — | — |
Today's Total
18
Overdue
3
Pending
11
Completed
4
| Lead Name | Assigned To | Type | Remarks | Next Follow-up | Status | Action |
|---|---|---|---|---|---|---|
| Nisha Patel | Rahul S. | 📞 Call | Interested in Pro plan | 25 Feb | Pending | |
| Deepak Rao | Ankit K. | 💬 WA | Send pricing PDF | — | Overdue | |
| Arjun Singh | Pooja M. | Sent demo confirmation | 27 Feb | Done | ||
| Kavya Sharma | Rahul S. | 📞 Call | Call back after lunch | 22 Feb | Pending |
All Demo Requests
41
Pending
12
Scheduled
7
Completed
19
All Demo Requests
All (41)
Pending (12)
Scheduled (7)
Completed (19)
Cancelled (3)
| Lead | Demo Date & Time | Meeting Link | Assigned | Status | Feedback | Action |
|---|---|---|---|---|---|---|
| Kavya Sharma | 22 Feb · 3:00 PM | meet.google.com/abc | Pooja M. | Scheduled | — | |
| Nisha Patel | 23 Feb · 11:00 AM | zoom.us/j/99887 | Rahul S. | Scheduled | — | |
| Deepak Rao | 20 Feb · 4:00 PM | — | Ankit K. | Completed | Positive ⭐⭐⭐⭐ |
Total Users
12
Active
10
Inactive
2
Online Now
4
CRM Users
| Name | Mobile | Role | Status | Leads Assigned | Actions | |
|---|---|---|---|---|---|---|
SA Super Admin | admin@hajeripro.com | 9999999999 | Admin | Active | — | |
RS Rahul Sales | sales1@hajeripro.com | 9876543212 | Sales | Active | 68 | |
AK Ankit Kumar | ankit@hajeripro.com | 9765432101 | Sales | Active | 54 | |
PM Pooja Mehta | pooja@hajeripro.com | 9654321012 | Support | Active | 41 |
Sales Performance
RS
Rahul Sales
68 leads · 22 converted
72%score
AK
Ankit Kumar
54 leads · 16 converted
58%score
PM
Pooja Mehta
41 leads · 10 converted
44%score
Lead Source Breakdown
Website
40%
WhatsApp
30%
Referral
20%
Social
10%
🚧
Page
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