CRM

Monthly Revenue

Daily Weekly Yearly

$4,250

86%

From target $5,000

New Lead

202

New Contact

163

Deal Statistic

Latest 30 Days Latest 90 Days Latest 150 Days

Today Task

Recent Leads

Show 7 user Show 20 user Show 50 user
Client Call Email Meeting Scedule
John Thomas
One Company Inc
Carlos Garcia
Sales Manager
Daniel Esteban
Seven Corporate
Steven Rey
Lazaza Corporation
Roman Davis
Senior Sales

Deal Pipeline

Daily Weekly Yearly

Email Sent

Daily Weekly Yearly

Won Deals

$3,250

This week (6 Deal)

60%

From target (10 Deal)

Lost Deals

$1,200

This week lost (2 Deal)

Schedules

  1. Aug 17, 2025 02.21 am

    Meeting with "Mr Daniel"

  2. Aug 19, 2025 02.21 am

    Meeting with "Mr Davin"

  3. Aug 21, 2025 20.10 pm

    Meeting with "One Corporate Team"

  4. Aug 23, 2025 18.34 pm

    Meeting with "Mr John Doe"

  5. Aug 26, 2025 03.21 am

    Meeting with "Mr Patrick"

Leaderboard

Rank User Lead Deal Task
#1
John Thomas
Senior Sales
139
101
156
#2
Carlos Garcia
Senior Sales
122
96
132
#3
Daniel Esteban
Senior Sales
123
92
146
#4
Steven Rey
Senior Sales
110
84
106
#5
Roman Davis
Senior Sales
111
79
98

Campaigns

Daily Weekly Yearly
Platform Spend CTR CPA Lead Action
Facebook Ads
$5,400
43%
$12.5
350
Google Ads
$4,560
23%
$10.5
250
Logo Microsoft Microsoft Ads
$2,400
33%
$16.5
150
Logo Tiktok Tiktok Ads
$5,400
53%
$22.5
120