Software CRM
SK
Total Contacts
86
↑ 12%
Active Projects
12
↑ 20%
Pending Tasks
8
↓ 14%
Total Revenue
$12,450
↑ 32%
Recent Activity
View AllNew contact added
Rahul Sharma · ABC Tech Solutions
10m ago
All (86)
Client
Lead
Prospect
RS
Client
⋮
No contacts match your search or filter.
Location Address
123 Business Bay, Mumbai, MH
Interaction Timeline
📞
Outbound Call Completed
2h ago
Discussed proposal pricing and kickoff timelines for CRM deployment.
💬
WhatsApp Follow-up
Yesterday
Sent updated quotation PDF and feature overview brochure.
📝
Client Initial Contact
12 Aug
Lead generated from website inquiry form.
Shared Files & Media
📄
Service_Agreement_v2.pdf
1.8 MB • Added 14 Aug
📊
Quotation_Estimate_Aug24.xlsx
450 KB • Added 10 Aug
Associated Tasks
No specific tasks linked to this contact.
All (12)
Active (8)
Completed (3)
E-commerce Website
ABC Tech Solutions
⋮
70%
No projects match the selected filter.
My Tasks (8)
All Tasks (24)
Overdue (3)
Design Homepage
⏰
E-commerce Website
High
Today
August 2024
SunMonTueWedThuFriSat
28
29
30
1
2
3
4
5
6
7
Client Mtg
8
9
10
11
12
13
14
Design Deadline
15
16
17
18
19
20
21
22
Team Meeting
23
24
25
26
27
28
29
30
Invoice Due
31
1
Events on
+ AddClient Meeting
ABC Tech Solutions — 10:00 AM
1h
All (15)
Paid (10)
Pending (4)
Overdue (1)
INV-2024-001
ABC Tech Solutions · 10 Aug 2024
$2,500
Paid
Software CRM
SK
Contacts
86
Projects
12
Tasks
8
Revenue
$12.4K
Recent Activity
View AllNew contact added
Rahul Sharma
10m ago
All (6)
Contracts (2)
Proposals (2)
Invoices (2)
Project_Proposal_v2.pdf
2.4 MB
No documents match your filter.
5 Members
·
4 Online
Manage Roles ⚙️
All (5)
Management (2)
Design (1)
Engineering (2)
SK
Suresh Kumar
Founder & CEO
This Month (Aug)
Quarter 3
Year 2024
TOTAL REVENUE (AUG 2024)
$12,450
↑ 32.4%
MONTHLY REVENUE TRAJECTORY
Target: $10,000/mo
New Clients
+14
↑ 18% vs Jul
Active Deals
12
↑ 3 new
Tasks Closed
21
92% velocity
Invoices Cleared
$7.2K
100% on time
Pipeline Conversion Rate
68.2%
Leads Contacted
86 Leads (100%)
Proposals Sent
42 Proposals (48.8%)
Active Contracts
12 Clients (13.9%)
SK
Suresh Kumar
Founder & CEO
suresh@softwarecrm.io
NOTIFICATIONS
Push Notifications
Instant alerts for new leads & deals
Email Alerts
Invoice updates and client replies
Weekly Performance Digest
Every Monday 9:00 AM summary
APP PREFERENCES
Default Currency
Invoices and dashboard metrics
USD ($) ›
Dashboard View Mode
Switch to compact 2x2 grid
Compact View ›
Language
System interface language
English ›
SECURITY & ACCESS
4-Digit OTP Authentication
Google Apps Script Email OTP active
Biometric / FaceID Login
Fast unlock on mobile device