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 / CONTACTREQUIREMENTSTATUSASSIGNED TONEXT FOLLOW-UP
GO
Rahul Sharma
SEO & Google AdsInterestedPSPriya Singh10:30 AM
UN
Ananya Mehta
Social MediaProposalAKAmit Kumar11:45 AM
TS
Vikram Patel
Website & SEOMeetingNGNeha Gupta02:00 PM
BW
Sneha Kapoor
Meta AdsInvoicedPSPriya Singh03:30 PM
AR
Arjun Verma
Lead GenerationNo ReplyAKAmit Kumar04:00 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