Dashboard
Dashboard
Your command center for all activities and key metrics
Sales Overview
Track your sales performance at a glance
Recent Leads
Quick access to your most recent leads
Team Performance
Monitor how your team is performing
Calendar
See upcoming appointments and events
Notifications
Stay updated with important alerts
Leads
Leads Management
Track, manage, and convert your leads efficiently
Leads Table
Comprehensive view of all your leads
Kanban Board
Visual pipeline management
Advanced Filters
Find exactly what you need quickly
Lead Services
Manage services associated with leads
Lead Documents
Access all documents related to leads
Calendar
Calendar
Schedule and manage all your appointments and events
Calendar View
Monthly, weekly, and daily views
Upcoming Events
Quick overview of what's coming up
Event Creation
Easily schedule new appointments
Event Details
All the information you need for each event
Reminders
Never miss an important meeting
Team
Team Management
Manage your team members and track their performance
Team Members List
Overview of your entire team
Performance Comparison
Compare team members' performance
Team Activity
Track recent actions by team members
Assignments
Manage lead assignments to team members
Performance Metrics
Detailed performance analytics
Analytics
Analytics
Gain insights into your business performance
Conversion Chart
Track lead conversion rates
Revenue Analysis
Analyze your revenue streams
Lead Source Analysis
Identify your best lead sources
Performance Trends
Spot trends in your business performance
Sales Forecast
Predict future sales based on data
Documents
Documents
Manage all your important files and documents
Document Library
Access all your stored documents
Upload & Download
Easily add and retrieve documents
Document Categories
Organize files by type or purpose
Lead Documents
Documents associated with specific leads
Document Sharing
Share documents with team members
Settings
Settings
Configure the system to match your business needs
Account Settings
Manage your account details
Pipeline Settings
Configure your sales pipeline stages
Services Settings
Set up the services you offer
User Permissions
Control access levels for team members
Notification Preferences
Customize your alert settings
Notifications
Notifications
Stay updated with important alerts and updates
Notifications List
View all your recent notifications
Filter Options
Sort notifications by type or priority
Mark as Read
Keep track of what you've already seen
Notification Settings
Control what alerts you receive
Real-time Alerts
Get instant updates on important events