CRM

CRM dashboard

Customers, leads and follow-ups across Kerala.

Total customers

24

New customers

3

Joined this quarter

Active customers

22

Open leads

14

₹58,31,000 pipeline

Follow-ups due

15

3 overdue

With outstanding

18

₹42,71,940

Recent customer activity

View all

  1. CallDiscussed delivery schedule for ID cards · St. Thomas Higher Secondary School

    27 Sep 2026, 9:05 · Anoop Krishnan

  2. MessageWhatsApp: shared card proof for approval · MES Higher Secondary School

    27 Sep 2026, 10:30 · Divya Menon

  3. QuotationSent quotation QT-328 · Amrita Institute of Medical Sciences

    26 Sep 2026, 11:05 · Rahul Pillai

  4. SaleInvoice INV-2627 created · Lulu Retail — Kochi

    26 Sep 2026, 12:30 · Fathima Rasheed

  5. PaymentReceived payment of ₹76,800 · Chennai ID Solutions

    25 Sep 2026, 13:05 · Shabeer Ali

  6. Follow-upFollow-up scheduled for next week · Govt. Model Boys HSS

    25 Sep 2026, 14:30 · Reshma Varghese

  7. NotePrefers delivery before 9 am at school gate · St. Teresa's College

    24 Sep 2026, 15:05 · Anoop Krishnan

  8. EmailEmailed invoice and delivery challan · Kerala State Co-op Bank — Thrissur

    24 Sep 2026, 16:30 · Divya Menon

Pipeline

  • New3 · ₹10,63,000
  • Contacted3 · ₹14,65,000
  • Follow-up3 · ₹13,95,000
  • Quotation Sent3 · ₹10,55,000
  • Negotiation2 · ₹8,53,000
  • Converted2 · ₹6,56,000
  • Lost2 · ₹4,90,000

Top outstanding