CRM Journey: From Lead to Loyalty

CRM Dashboard

Dashboard Overview

Get a comprehensive view of your sales, leads, and projects at a glance.

My Jobs

Personalized Task Management

Efficiently manage your assigned tasks and switch between list and calendar views.

Team Jobs

Collaborative Team Management

Oversee and manage all team tasks and assignments for seamless collaboration.

Current Clients

Active Client Relationships

Manage your active client relationships with detailed insights and status tracking.

Potential Clients

Track Your Sales Pipeline

Manage and track your sales pipeline, identifying high-potential leads and conversion rates.

Project Planning

Visual Project Planning

Visualize and manage your projects and tasks in a clear, intuitive tree structure.