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LIVE

Dashboard

Leads

Inquiries and prospects pipeline

LeadSourceService InterestStatusFollow-UpAssignedCreatedActions

Clients

Ref No.ClientServiceStatusDays OpenSLAFollow-UpAssignedActions

Follow-Up Center

Leads & clients follow-up schedule

Revenue

Financial overview and payment tracking

TAT & SLA Analytics

Turnaround time and service level compliance

Staff Management

Team members and access control

Audit Log

Complete system activity trail

WhatsApp Templates

Message templates for client communication

Settings

System configuration