JDRSM SMART CRM
Follow-ups
Make the next conversation count.
Sample workspace · Explore with example data
5 Total leads1 Interested1 Proposals₹3,20,000 Pipeline value
| LEAD / CONTACT | REQUIREMENT | STATUS | ASSIGNED TO | NEXT FOLLOW-UP | |
|---|---|---|---|---|---|
GO Rahul Sharma | SEO & Google Ads | Interested | PSPriya Singh | 10:30 AM | |
UN Ananya Mehta | Social Media | Proposal | AKAmit Kumar | 11:45 AM | |
TS Vikram Patel | Website & SEO | Meeting | NGNeha Gupta | 02:00 PM | |
BW Sneha Kapoor | Meta Ads | Invoiced | PSPriya Singh | 03:30 PM | |
AR Arjun Verma | Lead Generation | No Reply | AKAmit Kumar | 04:00 PM |
Sales report
Deal values, pending amounts and renewal reminders
Booked value₹3,20,000
Pending amount₹0
One-time deals5
Monthly retainers0
Renewal deals0
Renewal reminders set0