CRM Module
Sales Performance Platform
Integration Engine
External Systems
Expected Business Outcomes
Contacts
Contact Management · one person, every lead and call in one place.
| Contact | Phone | Company | Linked Leads | Last Interaction | Owner | ||
|---|---|---|---|---|---|---|---|
RK Rajesh Kumar |
+91 98xxx 21xx | rajesh.k@gmail.com | Self / B2C | 2 leads | Call · 15m ago | PS | |
AN Anita Rao |
+91 90xxx 88xx | anita@acmecorp.in | Acme Corp | 1 lead | WhatsApp · 2h ago | AK | |
SV Sandeep Verma |
+91 99xxx 45xx | sandeep.v@outlook.com | Verma Traders | Customer | Email · Yesterday | KR | |
PJ Pooja Joshi |
+91 98xxx 33xx | pooja.joshi@gmail.com | Self / B2C | 1 lead | Call · 1d ago | PS | |
MK Manoj K. |
+91 8xxxx 90xx | — | Self / B2C | Do-Not-Contact | Opt-out · 1w ago | — |
Follow-up Tracker
Activity & Follow-ups · Calendar & Reminders · never let a warm lead go cold.
⚠ Overdue (5)
| Lead | Scheduled | Channel | Note | Owner | |
|---|---|---|---|---|---|
RB Rohit Banerjee |
2 days ago | ☎ Call | No answer ×3 — retry | PS | |
MS Mohit Sharma |
Yesterday 4pm | Send EMI quote | KR |
⏰ Due Today (14)
| Lead | Time | Channel | Note | Owner | |
|---|---|---|---|---|---|
PJ Pooja Joshi |
11:00 AM | ☎ Call | Discuss exchange offer | PS | |
SV Sandeep Verma |
2:30 PM | Share brochure + pricing | KR | ||
LN Lakshmi Narayanan |
5:00 PM | ☎ Call | Proposal follow-up | PS |
📅 Upcoming This Week
- Karan Mehta · LD-9808 · Friday 4:00 PM · Call — quote decisionin 2 days
- Ananya Krishnan · LD-9810 · Thursday 11:00 AM · Call — demo recaptomorrow
- Vikram Khanna · LD-9805 · Saturday 10:00 AM · WhatsApp — nudgein 3 days
Conversation Intelligence
AI analysis of every call · transcription, sentiment, intent, objections & disposition.
Sentiment Analysis
Disposition Detection
Customer Intent Detection
Top Objections
Recently Analyzed Calls
| Call | Agent | Sentiment | Disposition | Top Objection | AI Score | |
|---|---|---|---|---|---|---|
☎ Call #4823 · Rajesh Kumar |
Priya S. | Positive +0.91 | Hot Lead | Price → resolved | 87 | |
☎ Call #4821 · Pooja Joshi |
Anjali K. | Negative -0.32 | Not Interested | Do-not-call | 61 | |
☎ Call #4815 · Sandeep Verma |
Karthik R. | Positive +0.55 | Warm Lead | Budget concern | 79 |
Turn every conversation into a winning outcome.
Your AI sales workspace at a glance — today's leads, your team's pulse, AI-flagged opportunities, and the deals about to close.
today
Agent Leaderboard · This week
-
1
PS
Priya Sharma Senior284calls
-
2
AK
Anjali Kumar Agent262calls
-
3
KR
Karthik R. Agent241calls
-
4
SP
Sneha Patel Agent198calls
-
5
VK
Vikram Kapoor Agent187calls
Conversion Funnel
🚨 AI Alerts
View all →Recent Leads
| Lead | Source | Intent | Status | Assigned | |
|---|---|---|---|---|---|
MI Meera Iyer |
Meta Ad | 0.94 | Hot | PS | |
RK Rajesh Kumar |
Meta Ad | 0.89 | Contacted | PS | |
SV Sandeep Verma |
Google Ad | 0.71 | Qualified | AK | |
AP Arjun Patel |
Referral | 0.95 | Won 🎉 | PS |
Live Activity
- Priya Sharma closed Lead #LD-9817 · just now
- Karthik R. finished call with Lead #LD-9815 · 2m ago
- Anjali K. scheduled follow-up · 5m ago
- Assignment Engine routed 18 new leads · 8m ago
- AI flagged Call #4821 for review · 12m ago
- Quote of ₹ 1.49L approved · 18m ago
14 leads to call. 3 already hot.
3 follow-ups, 2 callbacks scheduled, and one customer just asked about EMI.
🤖 AI Live Assist
Quick Disposition
Today's Call Queue · AI-prioritized
| Priority | Lead | Source | Intent | Best time | |
|---|---|---|---|---|---|
| Hot | MI Meera Iyer |
Meta Ad | 0.94 |
Now | |
| Warm | SV Sandeep Verma |
0.71 |
11:00 AM | ||
| Warm | LN Lakshmi Narayanan |
0.66 |
12:30 PM | ||
| Follow-up | AP Arjun Patel |
Referral | 0.58 |
2:00 PM | |
| Cold | VS Vidya Sankar |
Web | 0.34 |
4:30 PM |
My Recent Calls
-
AN
just nowAditya Nair5m 12s · Demo scheduled · Score 94
-
PJ
18m agoPooja Joshi3m 04s · Callback · Score 88
-
RV
42m agoRamesh V.2m 47s · Not interested · Score 76
-
SK
1h agoSunita Kapoor8m 19s · Won 🎉 · Score 96
All Leads
1,742 total · 247 new today · 14 assigned to me
| Lead | Source | Status | Intent | Assigned | Last contact | Created | ||
|---|---|---|---|---|---|---|---|---|
MI Meera Iyer |
Meta Ad | New · Hot | 0.94 | PS | Never | 2 min ago | ||
RK Rajesh Kumar |
Meta Ad | Contacted | 0.89 | PS | 15 min ago | 1 hr ago | ||
SV Sandeep Verma |
Google Ad | Qualified | 0.71 | AK | 2 hrs ago | Yesterday | ||
LN Lakshmi Narayanan |
Demo Scheduled | 0.66 | PS | Yesterday | 2 days ago | |||
AP Arjun Patel |
Referral | Won 🎉 | 0.95 | PS | 3 hrs ago | 3 days ago | ||
VS Vidya Sankar |
Web Form | Contacted | 0.34 | SP | Yesterday | 3 days ago | ||
DG Deepika Gowda |
Meta Ad | Lost | 0.21 | AK | 2 days ago | 5 days ago | ||
RT Ravi Teja |
Invalid Lead | — | SP | — | Auto-flagged | |||
MS Mohit Sharma |
Manual | New · Cold | 0.28 | Unassigned | Never | 4 hrs ago |
Rajesh Kumar
Hot Connected · advancing to InterestedActivity Timeline
🤖 AI Insights
Lead Details
Tags
Priya Sharma → Rajesh Kumar
A high-intent EMI conversation. Customer ready to close by Friday.
- • Customer confirmed interest in iPhone 15 Pro 256GB for personal use
- • Raised price concern (₹1.5L) — agent successfully addressed with 6-month no-cost EMI at ₹24,983/mo + exchange offer up to ₹35K
- • Customer wants delivery before next weekend — confirmed feasible if order placed by tomorrow EOD
- • Agent committed to send EMI calculator + product comparison via WhatsApp
- • Customer agreed to call back tomorrow with decision
Transcript
Score Breakdown
AI Coaching Scorecard
Sentiment Over Time
Topics Detected
Agent Performance
Detailed AI evaluation across the 7-weight rubric · powered by call analysis
Priya Sharma
★ Top Performer7-Weight Scoring Breakdown
Score Trend
Activity Heatmap
🎓 AI Coaching Recommendations
Reports & Analytics
Pre-built dashboards · custom reports · scheduled exports
Daily Sales Report
Won deals, revenue, agent contribution
Conversion Funnel
Lead → Contact → Qualified → Won
Call Volume & Outcome
Connected, no-answer, disposition mix
Agent Leaderboard
Ranking by composite AI score
Coaching Opportunities
AI-identified weak spots per agent
Lead Source ROI
Cost-per-lead vs revenue per source
Lead Aging & SLA
Time-to-first-contact, stale leads
DPDP Audit Log
Consent records, data access trail
DLT SMS Delivery
TRAI template usage & failures
Scheduled Reports
| Report | Frequency | Recipients | Format | Last sent | Status | |
|---|---|---|---|---|---|---|
| Daily Sales Report | Daily · 8:00 AM IST | RM SD +2 |
PDF + Excel | Today 8:01 AM | ✓ Active | |
| Weekly Leaderboard | Weekly · Mon 9:00 AM | RM |
Mon May 19 | ✓ Active | ||
| Monthly Sales Summary | Monthly · 1st | RM SD |
Excel | May 1, 2026 | ✓ Active | |
| Compliance Audit Trail | Quarterly | LG |
Apr 1, 2026 | ⏳ Paused |
Users & Roles
32 total users · 3 admins · 4 managers · 25 agents
| User | Role | Region | Status | Last active | |
|---|---|---|---|---|---|
RM Ravi Menon |
Admin | All | ● Online | Just now | |
SD Suresh Devaraj |
Manager | South | ● Online | 5 min ago | |
PS Priya Sharma |
Senior Agent | South | ● On call | Active now | |
AK Anjali Kumar |
Agent | North | ● Available | 2 min ago | |
KR Karthik R. |
Agent | West | ● Break | 8 min ago | |
SP Sneha Patel |
Agent | East | ● Offline | 2 hr ago | |
VK Vikram Kapoor |
Agent · New | South | ● Available | 3 min ago | |
DG Deepa Gupta |
Agent | West | ● Suspended | 3 days ago |
Roles & Permissions
- Ravi M. invited Vikram K.
- Ravi M. suspended Deepa G.
- Suresh D. promoted Priya to Senior
- Ravi M. created role "Agent · Senior"
Assignment Rules
How incoming leads are routed to agents · 7 active rules
Notifications
3 unread · 47 today across in-app, email, SMS, WhatsApp
Channels
Delivery Today
Settings
System-wide configuration · integrations · scoring weights · compliance
Integrations
⚖ Scoring Weights
💾 Backup & Disaster Recovery
Recent Backups
| When | Type | Size | Duration | Status | |
|---|---|---|---|---|---|
| May 21 02:00 IST | Full | 142 GB | 18 min | ✓ Success | |
| May 20 20:00 IST | Incremental | 2.4 GB | 2 min | ✓ Success | |
| May 20 14:00 IST | Incremental | 1.8 GB | 2 min | ✓ Success | |
| May 20 02:00 IST | Full | 141 GB | 17 min | ✓ Success | |
| May 19 08:00 IST | DR drill | 141 GB | 3h 42m | ✓ RTO met |
🛡 DPDP Compliance
14 leads waiting. 3 are hot.
Your personal command center — today's leads, follow-ups, your AI score and the coaching the system has prepared just for you.
🔥 Today's Priority Queue
| Lead | Stage | Source | Intent | Best time | |
|---|---|---|---|---|---|
MI Meera Iyer |
New Lead | Meta Ad | 0.94 | Now | |
RK Rajesh Kumar |
Connected | Meta Ad | 0.89 | 11:00 AM | |
SV Sandeep Verma |
Interested | 0.71 | 2:00 PM | ||
LN Lakshmi Narayanan |
Proposal Sent | 0.66 | Tomorrow | ||
AP Arjun Patel |
Follow-up Req. | Referral | 0.58 | 3:30 PM |
🎓 My Coaching Tips
⏳ Pending Follow-ups (3)
My Recent Activity
- Won Lead #LD-9817 · Arjun Patel · ₹ 1.49L15m ago
- Sent EMI calculator via WhatsApp to Rajesh K.22m ago
- Status updated: Sandeep V. → Interested42m ago
- Followed up Pooja Joshi · rescheduled1h ago
- Call #4798 marked as training sample 🏆2h ago
Lead Capture Sources
Every channel that brings leads into the CRM · configure mapping, webhooks & API keys
Connected Sources
🤖 AI Lead Scoring Rules
Import Leads from CSV
Upload · map columns · validate · import
Map CSV columns to lead fields
| CSV column | Sample | Maps to | |
|---|---|---|---|
| full_name | Rajesh Kumar | ✓ | |
| mobile | +91 98403 12876 | ✓ | |
| email_id | rajesh.k@gmail.com | ✓ | |
| city | Bengaluru | ✓ | |
| utm_campaign | iphone-15-pro-may | ✓ | |
| product_interest | iPhone 15 Pro 256GB | ✓ | |
| budget_range | 1.5L-2L | ✓ | |
| extra_notes | Wants EMI option | ⚠ |
Preview
Duplicate handling
Assignment
Lead Pipeline
BRD V3 §6.4 workflow · 9 statuses · 7 on the board + Lost & Invalid terminal · drag to advance · auto-tracks time per stage
ⓧ Lost Leads · terminal state, parallel to Converted
ⓧ Invalid Leads · terminal state — excluded from conversion metrics
Call History
1,284 calls connected this week · 89 missed · avg 4m 38s
| Direction | Lead | Agent | Duration | Outcome | AI Score | Sentiment | When | |
|---|---|---|---|---|---|---|---|---|
| → Out | RK Rajesh Kumar |
PS Priya S. |
04:23 | Demo scheduled | 87 | +0.78 | 10:42 AM | |
| → Out | AN Aditya Nair |
PS Priya S. |
05:12 | Won 🎉 | 94 | +0.91 | 10:18 AM | |
| ← In | PJ Pooja Joshi |
AK Anjali K. |
03:04 | Callback requested | 88 | +0.62 | 9:55 AM | |
| → Out | RV Ramesh V. |
KR Karthik R. |
02:47 | Not interested | 76 | -0.18 | 9:32 AM | |
| × Missed | DC Dinesh Chowdhury |
PS Priya S. |
00:28 | No answer · auto-callback queued | — | — | 9:08 AM | |
| → Out | SK Sunita Kapoor |
PS Priya S. |
08:19 | Won 🎉 | 96 | +0.95 | 8:54 AM |
QA Review Queue
Calls flagged by AI for manager review · compliance, accuracy & quality issues
Recently Reviewed (24 today)
- Ravi M. confirmed Call #4812 — agent comment was accurate · closed without action5m ago
- Suresh D. confirmed Call #4807 mismatch · lead status updated to Lost · coaching assigned22m ago
- Suresh D. escalated Call #4795 compliance breach · sent to compliance team1h ago
AI Coaching Center
Train the AI from your best calls. Lift every agent.
🏆 Top Calls — Training Sample Library
| Call | Agent | Outcome | Score | Why it's a sample | Tags | |
|---|---|---|---|---|---|---|
★ Call #4798 · Rajesh Kumar |
PS Priya S. |
Won 🎉 | 98 | Best objection handling |
EMI Exchange | |
★ Call #4781 · Anita Rao |
AK Anjali K. |
Won 🎉 | 96 | Best closing technique | Hindi B2B | |
★ Call #4765 · Sandeep Mishra |
PS Priya S. |
Demo → Won | 95 | Best discovery questions | Discovery SaaS | |
U Custom: "Pricing objection script" |
N/A · reference | Training only | — | Custom upload | Price Indian context |
📖 Playbook Library
🧡 Active Drills
Per-Agent Coaching Plans
| Agent | Weakest dimension | Active drills | Score lift | Last activity | |
|---|---|---|---|---|---|
PS Priya Sharma |
AI Communication 7.8 | 2 drills assigned | +2.4 | Today | View → |
VK Vikram Kapoor |
Objection Handling 6.2 | 4 drills assigned | +5.1 | 2 hrs ago | View → |
KR Karthik R. |
Lead Progression 7.4 | 2 drills assigned | +1.8 | Yesterday | View → |
DG Deepa Gupta |
Multiple · needs review | 6 drills assigned | +0.4 | 3 days ago | Intervene |
AI Role Play Studio
Practice against AI buyer personas. Fail safely here, win on the real call.
🎯 Choose a Practice Mode
🤖 AI Buyer Personas
📢 Live Simulation · Advanced
Recent Sessions & Communication Scores
| Session | Mode | Persona | Communication | Objection handling | Outcome | |
|---|---|---|---|---|---|---|
🎮 RP-1182 |
Advanced | "Rajesh" · price | 8.2 | 7.6 | Closed in sim | |
🎮 RP-1180 |
Industry | "Anita" · B2B | 7.1 | 6.4 | Stalled · ROI | |
🎮 RP-1176 |
Intermediate | "Sandeep" · time | 8.0 | 7.9 | Booked follow-up |
Content Library
Centralized sales knowledge repository · AI surfaces the right asset at the right stage.
📚 Assets
| Asset | Category | Version | Updated | |
|---|---|---|---|---|
📝 EMI Objection Handling Script |
Sales script | v4.2 | 2 days ago | |
📊 Enterprise Pricing Deck |
Pricing doc | v2.0 | 1 week ago | |
📄 iPhone 15 Pro Brochure |
Brochure | v1.3 | 3 days ago | |
🛡 Competitor Battlecard |
Objection guide | v3.1 | Yesterday | |
🏆 Bengaluru Success Story |
Case study | v1.0 | 2 weeks ago |
☀ AI Recommendations
🔄 Version History · EMI Objection Handling Script
| Version | Change | Author | Date | Status | |
|---|---|---|---|---|---|
| v4.2 | Added exchange-offer line + Hindi variant | Ravi Menon | 2 days ago | ✓ Live | |
| v4.1 | Tightened opener after coaching review | Suresh Devaraj | 1 week ago | Archived | |
| v4.0 | Rebuilt from top 18 winning calls | AI · auto-draft | 3 weeks ago | Archived |
Campaign Analytics
Track cost-per-lead, conversion & ROI across every paid & organic source
Source Performance · This Month
| Source | Spend | Leads | Cost / Lead | Conversions | Conv. Rate | Revenue | ROI |
|---|---|---|---|---|---|---|---|
M Meta Lead Ads |
₹ 5.8 L | 1,484 | ₹ 391 | 284 | 19.1% | ₹ 1.2 Cr | 20.7× |
G Google Ads |
₹ 4.2 L | 987 | ₹ 425 | 178 | 18.0% | ₹ 78 L | 18.6× |
In Instagram Ads |
₹ 1.4 L | 342 | ₹ 409 | 52 | 15.2% | ₹ 22 L | 15.7× |
W WhatsApp Click-to-Chat |
₹ 68 K | 284 | ₹ 239 | 68 | 23.9% | ₹ 28 L | 41.1× |
W Website Form (organic) |
— | 187 | free | 42 | 22.5% | ₹ 18 L | organic |
R Referral |
— | 112 | free | 36 | 32.1% | ₹ 22 L | organic |
iPhone 15 Pro Launch · Meta
By City
Audit Log
Every authentication, role change, data export & admin action · immutable record
| Time | Actor | Action | Target | Source | Severity | |
|---|---|---|---|---|---|---|
| May 21 12:14:32 | RM Ravi Menon |
Logged in | session: abc-9821 | 103.21.X.X · Chrome / macOS | Info | |
| May 21 11:42:18 | RM Ravi Menon |
Suspended user | Deepa Gupta (user-1042) | 103.21.X.X | Warning | |
| May 21 10:55:04 | SD Suresh Devaraj |
Promoted role | Priya Sharma to "Agent · Senior" | 106.14.X.X | Warning | |
| May 21 10:33:21 | RM Ravi Menon |
Exported leads (CSV) | 1,742 leads · all fields | 103.21.X.X | Warning | |
| May 21 10:18:55 | System | Account locked · 5 failed logins | deepa.g@aicrm.in | 203.45.X.X · unknown | Critical | |
| May 21 09:42:08 | RM Ravi Menon |
Updated scoring weights | Objection Handling 20% → 25% | 103.21.X.X | Warning | |
| May 21 09:14:22 | PS Priya Sharma |
Accessed lead PII | Lead #LD-9820 · phone unmasked | 122.18.X.X | Info | |
| May 21 08:00:01 | System | Daily report sent | "Yesterday's Performance" · 4 recipients | scheduled job | Info | |
| May 20 17:24:17 | RM Ravi Menon |
Invited user | Vikram Kapoor · Agent role | 103.21.X.X | Info | |
| May 20 15:12:08 | System | DPDP · data erasure completed | Customer request · 1 lead anonymized | scheduled job | Warning |
My Profile
Your account, your security & your recent activity
Ravi Menon
Personal Information
🔒 Change Password
🔐 Two-Factor Authentication
Active Sessions
-
Chrome on macOS · This deviceCurrentBengaluru, IN · Started 12:14 PM today
-
Safari on iPhoneBengaluru, IN · Last active 2 hrs ago
-
Firefox on WindowsBengaluru, IN · Last active yesterday
My Notification Preferences
| Event | In-App | SMS | ||
|---|---|---|---|---|
| Hot lead detected | ||||
| SLA breach alert | ||||
| QA flagged call | ||||
| Follow-up due | ||||
| Daily summary | ||||
| Coaching ready |
My Recent Activity
- Signed in on Chrome / macOS12:14 PM today
- Updated scoring weights · Objection 20% → 25%9:42 AM today
- Exported 1,742 leads to CSV10:33 AM today
- Suspended user Deepa GuptaYesterday
- Invited Vikram Kapoor as Agent2 days ago
- Approved Senior Agent role for Priya Sharma3 days ago
System Health
5 core services + 8 external dependencies · auto-refreshes every 30s
Core Backend Services
| Service | Handles | Status | Uptime (30d) | p95 latency | Error rate | Last deploy |
|---|---|---|---|---|---|---|
C CRM Core Service |
Leads · Users · Assignment · Workflows | Healthy | 99.99% | 112 ms | 0.01% | 2 days ago |
T Telephony Service |
Exotel APIs · Call events · Recordings | Healthy | 99.94% | 286 ms | 0.06% | 5 days ago |
A AI Intelligence Service |
Transcription · Summary · Scoring · Coaching | Healthy | 99.98% | 8.4 s (LLM) | 0.12% | Yesterday |
A Analytics Service |
Reports · Dashboards · KPIs | Healthy | 99.99% | 89 ms | 0.02% | 1 week ago |
N Notification Service |
SMS · Email · WhatsApp · Push | Healthy | 99.96% | 248 ms | 0.08% | 3 days ago |
Data & Infrastructure
External Dependencies
Recent Incidents (90 days)
- Gemini API latency spike · 18s avg for 22 min · resolved automatically · affected 142 calls (queued and retried)8 days ago
- Meta webhook 3 failed deliveries · retry succeeded on 3rd attempt · 3 leads delayed by 6 min14 days ago
- Scheduled maintenance · PostgreSQL minor version upgrade · 4 min downtime at 2 AM IST21 days ago
- Exotel rate-limit hit · auto-throttled outbound calls for 6 min · raised limit with vendor42 days ago
End-to-End Workflow Status
V3 section 20 · every lead flows through these 11 steps · auto-refreshes
Daily Pipeline Snapshot
⚠ Stuck in pipeline (8)
| Lead / Call | Stuck at | Age | Reason | |
|---|---|---|---|---|
| Call #4798 | AI Processed | 38 min | Transcription confidence below threshold | |
| Call #4795 | Verified | 1h 12m | Compliance breach - manual review needed | |
| Lead #LD-9799 | Calling | 4h 28m | No agent available in region | |
| Lead #LD-9789 | Assigned | 6h 42m | Agent on extended break |
Workflow Transitions (last hour)
- Call #4823 · AI Processed → Verified · Comment Accuracy 96%just now
- Lead #LD-9824 · Captured → Assigned to Anjali K.2m
- Call #4822 · Scored · final 87/100 · daily rating updated5m
- Call #4821 · Top performer mark · added to training set8m
- Lead #LD-9822 · Calling → Recorded · 3m 14s duration12m
- Call #4819 · Coaching tip generated · sent to Vikram K.22m
- Lead #LD-9817 · Converted 🎉 · daily rating boosted38m