Owner Control Room

Fresh leads, scheduled follow-ups and customer activity

Excel: call report uses Call report dates; visit report uses Visit dates. All current customers and all-time visits are included separately.

Call report

Saved call records include Not Picked. Same customer + same day + same response updates one record; these counts are not separate dial attempts.

Date-wise calls

Date	Saved calls	Unique customers	Not Picked

CRM-wise calls

CRM	Saved calls	Unique customers	Not Picked

Call details — selected dates

Call time (IST)	Customer	Mobile	CRM	Response	Next follow-up	Note

Customer visits

Confirmed shop visits only. Catalogue requests and next follow-ups are separate. Times: IST.

All-time visits

Today

Aane wale customers

Visit report from

To

Show visits

Selected visit-date range

Visit details

Customer	Mobile / CRM	Planned date	Status	Actual visit (IST)	Purchase recorded (IST)	Note	Update

To plan a visit: open a customer from Search or your call card → Manage visits.

Current lead status & live queue

Current pending work and today's activity. The date filter above applies to the call report only.

CRM Performance

CRM	First call pending	Later today	Overdue / due now	Customers called today

Customers called today counts unique customers recorded in CallLog, not every dial attempt.

Live Customer Queue

Search customer, mobile or CRM

Priority	Customer	Mobile	CRM	Response	Last call	Next follow-up (IST)

Customer list

My Visits

Apne customers ki visit date aur Done / Cancelled / Converted status update karein.

My Calls

Overdue follow-ups first, then customers awaiting their first call

Ready

Add New Lead

Customer details aur assigned CRM check karke save karein

Entry type

Mobile number *

Customer / firm name *

City *

Source *

Product / requirement *

Assign CRM *

Note (optional)

First call response

Customer response *

Next action *

Next follow-up — India time (IST) *

No Requirement se lead close hogi. Baaki responses ke liye future follow-up required hai. Upar ka optional Note call history mein bhi save hoga.

Edit Lead

Customer details correct karein. Call response badalne ke liye Record Call use karein.

Latest customer details loaded. Review before restoring your earlier changes.

Bulk Old Data Upload

CSV only · Badi files automatic batches mein process hongi. Manual splitting ki zarurat nahi.

Analyze karne par original rows archive mein save hoti hain. Legacy Review entries approval ke baad banti hain. Clear date formats: 03-Oct-2026 or 2026-10-03.

Choose CSV file

Upload preview

Customer	Mobile	Source rows	Latest clear response	Date

Preview first 10 customers ka hai. Full source rows LegacyImportRows tab mein preserve hoti hain, including invalid mobiles.

Legacy Recovery Queue

Manage Users

CRM employee ka login banayein ya access remove karein.

Users & Access

Remove Access se login band hoga. Purane customers aur call history safe rahenge. Pending customers ko Edit Lead se doosre CRM ko assign karein.

Name	Login ID	Role	Status	Action

Search Customer

Customer name ya mobile number se search karein

Customer search

Smart CRM