WhatsApp and medicine-sales leads, simple follow-ups, customer details and team distribution.
Today’s leads, follow-ups and team performance
No reminders due.
Checking campaign rules and unassigned leads.
| Assignment rule | Source | Active agents | Distribution | Today | Unassigned | Health |
|---|
Leads, qualified customers, dispatches and orders
| Agent | Leads | Qualified | Dispatched | Orders |
|---|
0 leads
| Lead | Source | Campaign | Status | Agent | Follow-up | Created |
|---|
Overdue callbacks appear first. Complete each task from the lead record.
Earn rewards from configured calling achievements.
This month's CRM achievements
Agent-wise call time, outcomes and recordings
| Date & time | Lead | Agent | Outcome | Duration | Notes | Recording |
|---|
Map WhatsApp Ad IDs or Instant Form IDs to selected agents and routing weights.
Administrators have full CRM access. Sales Executives see only assigned sales work and cannot access Bulk Marketing.
Due and overdue callbacks assigned to you
Lead workflow, WhatsApp templates, campaign Excel imports and audit history
Configure the calling workflow without editing source code. Changes apply to agent accounts immediately and remain audit logged.
Upload your customer CSV, select an approved Meta template and create a trackable bulk campaign.
Upload contacts, send approved templates and monitor sent, delivered, read and failed messages.
Marketing consent needs a recorded source and evidence. STOP replies suppress future campaigns.
| Customer | Campaign | Consent | Adult | Evidence |
|---|
Create a compliant draft, submit it to Meta, then sync until its status becomes APPROVED. Approval is decided only by Meta.
Add or change the payment method only in Meta. This CRM records estimates and your manually verified Meta balance.
| Date | Type | Reference | Amount | Note |
|---|
Original drag-and-drop builder for keywords, safe replies, templates, waits and lead updates.
Office locations are not configured.
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.
Late, half-day and checkout records
| Date | Office | Check in | Check out | Status | Distance | Selfie |
|---|
Agents can record attendance within the allowed radius of either active office.
Create or fully correct attendance, office, time and status.
| Date | Agent | Office | Check in | Check out | Status | Distance | Selfie | Correction |
|---|
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 |
|---|
Confirmed medicine orders automatically appear here for invoicing and payment updates.
| Customer | Sales agent | Accounts owner | Invoice total | Received | Balance | Invoice | Action |
|---|
These legal and payment details are printed on invoices. Ask your accountant to verify tax fields.