CRM & Leads

Manage your sales pipeline and customer relationships directly from the dashboard.

Lead Status Pipeline

Leads move through a Kanban board with these statuses:

• New → Contacted → Qualified → Meeting Scheduled → Closed Won / Closed Lost

Drag and drop to update statuses. Status changes are logged in LeadStatusLog for auditing.

Import / Export

You can import leads via CSV. The system validates columns and normalizes phone numbers. Duplicates are skipped. You can also export your current leads to a CSV file.

Communications & Meetings

Log all interactions (emails, calls, WhatsApp) on a lead. Schedule meetings:

• Meetings sync automatically with Google Calendar if you have connected your account.
• Set duration and a reminder channel (WhatsApp/Email). Reminders are sent automatically 24 hours before the meeting.

Bulk Messaging & Campaigns

Create WhatsApp Campaigns to send templated messages to a filtered audience of leads. Campaigns leverage the SendLeadBulkMessageJob queued job.

Lead Conversion

Convert a qualified lead into a Customer (Person). The conversion service checks for duplicates and notifies the user via WhatsApp.