↑ 12.4%
2,847
Total active leads
⌘ K
Super Admin modeAK
Good morning, Ananya
Here is what is happening across NetOne today.
↑ 8.1%
₹1.82 Cr
Pipeline value
↑ 3.2%
24.8%
Conversion rate
18 overdue
126
Follow-ups today
Revenue & conversion trend
RevenueConversions
Lead funnel
New leads
1,248
Contacted
986
Qualified
651
Proposal
384
Won
226
Today's priorities
126 tasks☎
Call Rahul Mehta about home loan documents
Due 10:30 AM · High priority₹
Premium reminder for Priya Shah
Due 12:00 PM · Policy renewal▣
Demo counseling with Aarav Gupta
Due 3:00 PM · Data Science programLive activity
RS
Rohit moved Kavya Jain to Proposal
4 min agoNV
Neha completed KYC for LN-28741
12 min agoAM
Arjun won Health Plus policy deal
24 min agoLead Management
Capture, score, deduplicate and route leads across sources.
| Lead / Contact | Source | Product | Score | Stage | Owner | Next follow-up |
|---|
Showing 1–8 of 2,847 leads
Sales Pipeline
Drag opportunities between stages to update the pipeline.
Customer 360°
Master customer ID: N1-CUS-008921
Rahul Mehta
Existing customer · Since Apr 2023
₹38.5LPortfolio
82Engagement
Mobile+91 98765 43210
Emailrahul.m@email.in
CityPune
Family IDFAM-01882
ConsentVerified
Calls & Messaging
Click-to-call, recordings, analytics and omnichannel communication.
RM
Rahul Mehta
+91 98765 43210 · Home Loan
Ready to call
Communication summary
AI analyzedCalls today
84
72 connected▶
11:18 AM · 04:32
Interested in balance transfer. Positive sentiment.W
WhatsApp · Delivered
Document checklist sent yesterday.AI
Voice bot outcome
Qualified · Requested human callback.WhatsApp CRM Automation
Shared inbox, approved templates, bots and lead-linked conversations.
Messages today
3,284
↑ 18.2%Read rate
91.6%
2,867 readBot resolution
64.2%
836 automatedAgent response
1m 42s
↓ 24 secRM
Rahul Mehta● Online · Home Loan
Active WhatsApp automation: Home loan qualification
Live · 486 runsNew enquiryWebsite / Click-to-WA
→Welcome templateInstant approved message
→Ask 3 questionsIncome, city, amount
→Score leadHot / warm / cold
→Assign agentTerritory + workload
→Human handoffFull chat context
OBD Voice Campaigns
Run consent-based outbound dialer campaigns with pre-recorded audio up to 30 seconds.
Calls initiated today
4,280
Campaign liveAnswered
2,946
68.8%Listened ≥ 20 sec
1,884
64.0%Requested callback
428
14.5%Home Loan Document Reminder
Live now · Batch 3 of 5
home_loan_reminder_hi.mp3
00:27 / 00:30${Array.from({length:46},(_,i)=>``).join('')}
Live delivery
3,082 of 4,280 attempted72%
Call outcomes
2,184Answered
614No answer
205Busy
51Failed
428Callback
DTMF responses
Press-key IVR428Pressed 1Callback
216Pressed 2WhatsApp
94Pressed 9Opt-out
Campaign configuration
AudiencePending documents
LanguageHindi
Calling window10 AM–7 PM
Retries2 attempts
Agent callback SLA15 minutes
Compliance guard
Only opted-in and non-DND contacts are dialed. Press 9 immediately records opt-out and suppresses future campaigns.
Only opted-in and non-DND contacts are dialed. Press 9 immediately records opt-out and suppresses future campaigns.
Recent OBD campaigns
| Campaign | Audience | Duration | Attempted | Answered | Action | Status |
|---|---|---|---|---|---|---|
| Home Loan Document Reminder | 4,280 | 27 sec | 72% | 68.8% | 428 callbacks | Live |
| Policy Renewal - 7 Days | 1,840 | 24 sec | 100% | 73.2% | 286 WhatsApp | Completed |
| Demo Class Reminder | 685 | 18 sec | 100% | 81.6% | 94 callbacks | Completed |
Automation & Workflows
Automate assignment, follow-ups, reminders and customer journeys.
Home loan nurture journey
Live1Lead created
→Trigger: Product = Home Loan
2Auto assignment
→Route by city and agent load
3WhatsApp welcome
→Send approved template instantly
4Wait 1 day
→If no agent contact logged
5Escalate
Notify team lead and create task
Reports & Analytics
Conversion, team productivity, attribution and scheduled reports.
Overall conversion
ConvertedRemaining
Source performance
Target achievement
Revenue target82%
New policies71%
Loan disbursal64%
Agent performance leaderboard
| Rank | Agent | Calls | Leads handled | Conversions | Revenue | SLA |
|---|---|---|---|---|---|---|
| 🥇 1 | Rohit Sharma | 486 | 192 | 47 | ₹28.4L | 96% |
| 🥈 2 | Neha Verma | 451 | 180 | 42 | ₹24.7L | 94% |
| 🥉 3 | Arjun Malik | 428 | 171 | 39 | ₹21.3L | 89% |
Integrations
Connect lead sources, communication, payments and business tools.
Admin & Access Control
Manage roles, hierarchy, permissions, security and audit logs.
Role permissions
Control module, record and field-level access for each role.
| Permission | Super Admin | Business Head | Team Lead | Agent / RM |
|---|---|---|---|---|
| View all leads | ||||
| Export customer data | ||||
| Edit pipeline | ||||
| Listen to recordings | ||||
| Approve applications |