Total Leads
248
▲ 18% vs last month
Bookings (MTD)
14
▲ 3 vs last month
Revenue (MTD)
₹4.2Cr
▲ 22% vs last month
Site Visits
36
▼ 4% vs last month
Monthly Revenue
Last 7 months
Lead Sources
This month
248
Leads
Digital Ads — 40%
Walk-in / Site Visit — 24%
Referral — 15%
Channel Partners — 12%
Others — 9%
Project Inventory Status
Units availability
Today's Follow-ups
7 pending
Recent Leads
Recent Activity
Leads Management
Track, qualify and convert all property enquiries
248
Total
62
New
54
Contacted
38
Site Visit
28
Negotiation
14
Converted
52
Lost
| Lead ID | Name | Phone | Project Interest | Budget | Source | Status | Priority | Assigned To | Last Contact | Actions |
|---|
Sales Pipeline
Visual deal flow across all stages
Contacts
All customers, prospects & channel partners
| Name | Phone | Type | Project | Plot/Unit | Value | City | Actions |
|---|
Projects
All active KNR Housing developments
Inventory Management
Plots & villas availability tracker
142
Total Units
84
Available
18
On Hold
28
Booked
12
Registered
| Unit/Plot No. | Project | Type | Dimension | Area (sqft) | Rate/sqft | Total Price | Status | Customer | Actions |
|---|
Site Visits
Schedule, track & follow-up site visits
📅 March 2025
36
This Month
8
Scheduled
22
Completed
6
Cancelled
61%
Conversion Rate
| Visit ID | Lead Name | Project | Date & Time | Agent | Transport | Status | Outcome | Actions |
|---|
Bookings
Confirmed bookings and registration pipeline
42
Total Bookings
14
Agreement Pending
18
Agreement Done
10
Registered
₹24.8Cr
Total Value
| Booking ID | Customer | Project | Unit/Plot | Value | Booking Amt | Date | Stage | Agent | Actions |
|---|
Payments & Collections
Track payment schedules, dues & receipts
₹18.4Cr
Collected (YTD)
₹6.2Cr
Pending (30d)
₹1.8Cr
Overdue
42
Active Schedules
| Receipt No. | Customer | Project | Unit | Milestone | Amount | Due Date | Paid Date | Mode | Status | Actions |
|---|
Documents
Agreements, RERA, title deeds & customer docs
📁 Document Categories
📋 Recent Documents
| Document | Type | Project | Customer | Uploaded | Size | Status | Actions |
|---|
Follow-ups
Scheduled calls, emails & site visit reminders
7
Overdue
12
Today
24
This Week
68
Total Open
| Lead | Type | Project | Scheduled | Agent | Priority | Status | Notes | Actions |
|---|
Marketing Campaigns
Ad spend, lead gen & campaign ROI tracking
8
Active
₹4.2L
Ad Spend (MTD)
₹1,690
Avg CPL
6.2×
ROAS
| Campaign | Project | Channel | Budget | Spent | Leads | Conversions | CPL | ROAS | Status | Actions |
|---|
Reports & Analytics
Insights across leads, sales, revenue & team
📊 Conversion Funnel
📈 Revenue by Project
👥 Team Performance
| Agent | Leads | Site Visits | Bookings | Revenue | Conversion |
|---|
📅 Monthly KPIs
| Month | Leads | Visits | Bookings | Revenue |
|---|
Team Management
Sales agents, managers & support staff
Settings
CRM configuration & company preferences
🏢 Company Info
🔔 Notifications
👤 My Profile
⚙️ CRM Preferences