Dashboard
Leads that have not received any follow-up remark yet. Once you open a lead and save a remark, it automatically moves to the follow-up pipeline.
| Customer / Lead ID | Phone / Call / WhatsApp | Created Date & Age | Source | City & Address | Status | Action |
|---|
โฐ Follow-ups Due Today
Click any customer row to call, add follow-up remarks, set the next follow-up date, and save.
| Customer / Lead ID | Contact Actions | Source & Age | CRE | Priority | Interested? | Latest Follow-up Remark | Next Follow-up Date | Outcome | Action |
|---|
๐ Follow-Up Reminders
View all scheduled customer follow-ups for today, overdue dates, or any specific date.
LeadPulse CRM โ Leads Handout
Leads List (0 of 0 leads)
| Customer / Lead ID | Phone / Call / WhatsApp | City & Address | Created & Age | Source | CRE | Priority | Interested? | Latest Follow-up Remark | Next Follow-up | Outcome | Manage |
|---|
LeadPulse CRM โ Inquiry & Conversion Statistics Report
๐ Inquiry & Conversion Statistics
Check total inquiries, Hot/Warm/Cold breakdown, Lost/Bogus leads, and Conversion Ratios for any period.
| Source / CRE | Inquiries | Hot | Warm | Cold | Lost | Converted (%) |
|---|
๐ City-Wise Lead & Conversion Summary
| City | Total Inquiries | Hot | Warm | Cold | Unchecked | Lost | Converted | Conversion % |
|---|
๐พ Full System Backup & Restore
Download a complete backup file of all your leads and follow-up history anytime, or restore from a saved backup file.
Save a complete copy of all leads, follow-ups, and reminders to your computer.
Choose a previously downloaded .json backup file to restore your data.
๐ Computer Notification Settings
Receive pop-up notifications on your computer when new leads arrive or when a scheduled follow-up reminder is due.