MK

Dashboard

Live overview of leads, follow-ups and conversions
Leads by Source
Leads by Service
Monthly Lead Trend
Follow-ups Due Today
0
Upcoming Follow-ups (7 days)
Recent Activity Feed
Owner Performance

Leads

Full lifecycle from enquiry to conversion
Select all
Lead ID Date Name Mobile Source Service Status Score Owner Follow-up Revenue Actions

Kanban Board

Drag a card to move a lead through the pipeline

Clients

Converted leads with compliance due-date tracking
Client ID Name Services Engagement Date Renewal GST Due ROC Due IT Due Fees / Status Assigned CA Actions

Follow-up Calendar

Due-Date Reminders

Follow-ups and statutory due dates needing attention
Today's Follow-ups
Overdue Follow-ups
GST Return Due
ROC Filing Due
Income Tax Return Due

Analytics

Deeper performance breakdowns
Daily Leads (last 14 days)
Status Distribution
Revenue Forecast by Status
Owner Performance (Converted vs Total)
Conversion Funnel
Conversion Rate Over Time

Import / Export

Move data in and out of the CRM — LocalStorage stays the source of truth
Export

Download all leads for backup, analysis, or migration to Google Sheets / Zoho.

Import Leads (CSV)

Expected headers: name,mobile,email,company,city,state,source,service,status,owner,estRevenue

Click to choose a CSV file

Settings

Firm configuration — stored locally in this browser
Firm & WhatsApp
Appearance
Keyboard Shortcuts
N Add new lead
/ Focus global search
Esc Close open modal
Danger Zone