CRM

Customer Overview
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Total Customers

0

+8.5%

This Month : 8,920

0

Pipeline Value

0

Avg Deal Size

Compared last month

+12%
Sales & Deals

500 XP

You’ve Reached Level 5!

Next Level: 1,000 XP
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Support & Tickets
Top Deals
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John Doe johndoe@gmail.com
$25,000
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Jane Smith janesmith@email.com
$18,750
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Michael Brown michael.brown@example.com
$32,400
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Emily Davis emily.davis@company.com
$41,000
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Liam Johnson liam.johnson@service.net
$31,650
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Emily Clark emily.clark@company.com
$26,400
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Benjamin Carter benjamin.carter@domain.net
$33,750
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Charlotte Bennett charlotte.bennett@example.org
$21,900
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Michael Turner michael.turner@mailservice.com
$38,200
Lead management
12.5%
70%
42

New Leads

29

Leads Converted

13

Leads Pending

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Sarah Taylor

Marketing Manager

leads converted 70% leads

Revenue Analytics
Sales Analytics

Conversion Funnel Overview by Month of Year for Better Business Insights.

Total Revenue

Revenue Last Month

Revenue Last Month

Revenue Last Month

Sales Analytics

$32,450

Total Sales This Month

Sales Increase This Month

+54.6%

Leads
See All
Lead ID Lead Name Company Email Source Status Created Date Actions
#LEAD-1001 Lead Avatar

Eleanor Pena

Marketing Manager 		Apple Inc. eleanor.pena@apple.com Website Contacted 2025-09-01
#LEAD-1002 Lead Avatar

Cameron Williamson

CTO 		Google LLC cameron.w@google.com LinkedIn Qualified 2025-09-03
#LEAD-1003 Lead Avatar

Esther Howard

Product Manager 		Microsoft Corp. esther.h@microsoft.com Referral Contacted 2025-09-05
#LEAD-1004 Lead Avatar

Jacob Jones

CEO 		Amazon jacob.j@amazon.com Email New 2025-09-06

Showing 1 - 4 of 25 Results

To Do List
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Call back John Doe High priority lead follow-up with John Doe for a call back in 1 hour.
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Schedule product demo Arrange live demo session with Acme Corp tomorrow morning.
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Follow up proposal with XYZ Ltd Confirm client feedback and close the enterprise deal.
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Prepare Q3 Sales Report Compile CRM and finance data for management review.
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Pipeline review meeting Discuss deal blockers and next steps with sales team.
Recent Activity
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Integration Connected: Slack has been successfully linked to the CRM Integrations.

10 mins ago · #integration

Role Updated: Emma Wilson is now an Admin.

25 mins ago · #user-management

Payment Received: $2,500 from GlobalTech Ltd.

1 hour ago · #billing

Document Uploaded: Contract_v2.pdf uploaded by David Chen in Contracts.

2 hours ago · #files

High Traffic Alert: Campaign Alpha exceeded 50,000 visits today.

3 hours ago · #analytics

API Key Revoked: Key ending in ...X9K4 has been disabled by System Admin in Security.

15 mins ago · #security

New Campaign Launched: Winter Sale 2025 is now live.

1 hour ago · #marketing
Team & Productivity
320

Total Deals

185

Calls Made

72

Meetings

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