Dashboard
Team performance — filtered by period
✦ AI Insights
Analysing...
Customers
All accounts with ARR, renewals, contacts and custom fields
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| Institution | Type/Segment | ARR | Renewal | Status | TAM | NPS | Tags | Actions |
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Leads
Prospects for calling, demo and sales closure
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| Name | Phone | Email | Institution | Source | Assigned to | Status | Follow-up | Actions |
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Activity Log
All team activities — fields change based on activity type
| Date | Type | Customer/Lead | Logged by | Value | Notes | Follow-up | Actions |
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Follow-ups
Track pending, done and missed follow-ups across the team
Invoices
Pending and paid invoices — mark payment received to update collection dashboard
| Invoice # | Customer | Amount | Due date | Status | Assigned to | Paid on | Remark | Actions |
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Team KRA Summary
Computed from logged activities
User management
Manage team accounts and roles
| Name | Email | Role | Reports to | Phone | Status | Actions |
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Settings
Configure fields, activity types and platform preferences
Customer fields drag to reorder
✓ Saved
Activity type — field config
Define which fields appear for each activity type
✓ Saved
Custom field labels
✓ Saved
Unique check field
Select which customer field must be unique across all records (e.g. GST number, domain)
✓ Saved
Lead — unique field
Which lead field must be unique (e.g. phone, email) to prevent duplicate leads
✓ Saved
Invoice — unique field (cheque/invoice no.)
Which invoice field must be unique (e.g. invoice number, cheque number) to prevent duplicate entries
✓ Saved
Form field visibility
Customer form: Fully configurable above — add, edit, remove, reorder fields.
Activity form: Fields per activity type configured above (value, duration, outcome, churn reason, NPS, next steps).
Lead & Invoice forms: Core fields are fixed; set unique-field rules above to prevent duplicates.
Onboarding Pipeline
8-stage journey from sales closure to 90-day post go-live support
| Date | Customer | Stage | Metric | Value | Target | Status | Notes |
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Reports & Analytics
Revenue trends, team performance, churn analysis and pipeline health
Customer status breakdown
Renewal pipeline (next 6 months)