Every WhatsApp and Instant Form lead routed to the right agent, called on time and tracked from first enquiry to site visit and booking.
Meta WhatsApp & Lead Ads capture
Fair auto-assignment to your calling team
Follow-ups, site visits, bookings and billing
Lead Dashboard
Today’s leads, follow-ups and team performance
Lead inflow
Last 30 days by source
Sales funnel
From enquiry to booking
Campaign performance
Leads, site visits and bookings
Lead sources
Share of new enquiries
Detailed metrics calls, talk time, recordings and team load
Callbacks and follow-ups
No reminders due.
Lead assignment health
Checking campaign rules and unassigned leads.
Assignment rule
Source
Active agents
Distribution
Today
Unassigned
Health
Agent performance
Leads, calls, talk time, site visits and bookings
Agent
Leads
Calls
Talk time
Interested
Site visits
Booked
Last call
Lead pipeline
0 leads
0 leads selectedChoose an active campaign agent.
Lead
Source
Campaign
Status
Agent
Last call
Follow-up
Created
No leads match your filters.
DAILY ACTION PLAN
Today's calling tasks
Overdue callbacks appear first. Complete each task from the lead record.
MY REWARDS
Coins and incentives
Earn rewards from configured calling achievements.
Team leaderboard
This month's CRM achievements
✉
Select a conversation
Choose a lead to view WhatsApp history and reply.
C
Customer
Call history and recordings
Agent-wise call time, outcomes and recordings
Date & time
Lead
Agent
Outcome
Duration
Notes
Recording
Meta campaigns and agent distribution
Map WhatsApp Ad IDs or Instant Form IDs to selected agents and routing weights.
Calling team
Separate agent accounts and private lead access
Delegated management team
Add sub-admins, managers or accounts users with exact feature permissions.
Follow-up work queue
Due and overdue callbacks assigned to you
Sales configuration
Lead workflow, WhatsApp templates, campaign Excel imports and audit history
PRIMARY ADMIN ONLY
CRM Studio
Configure the calling workflow without editing source code. Changes apply to agent accounts immediately and remain audit logged.
Admin controlled
Office attendance
Office locations are not configured.
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Today
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.
My monthly attendance
Late, half-day and checkout records
Date
Office
Check in
Check out
Status
Distance
Selfie
Office locations and attendance policy
Agents can record attendance within the allowed radius of either active office.
Agent attendance
Create or fully correct attendance, office, time and status.
Date
Agent
Office
Check in
Check out
Status
Distance
Selfie
Correction
Monthly salary
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 lead accounts queue
Booked and won leads automatically appear here for invoicing and payment updates.
Customer
Sales agent
Accounts owner
Invoice total
Received
Balance
Invoice
Action
Company billing profile
These legal and payment details are printed on invoices. Ask your accountant to verify tax fields.
Not configured
META BUSINESS · WHATSAPP CLOUD API · LEAD ADS
Connect Meta to your CRM
Paste your Meta app details once. The CRM checks every credential, registers its own webhooks with Meta and starts receiving WhatsApp chats and Instant Form leads automatically.
