Total Records
–
All time
Today's Calls
–
Logged today
Follow-Ups Due
–
Pending
Completed
–
Tasks done
Tax Deadlines
–
Upcoming 7 days
Recent Records
| Customer | Service | User | Status | Next Action | Actions |
|---|---|---|---|---|---|
📋 Loading records... | |||||
📒 Call Log Book
🔍
All
Open
Follow-Up
Completed
Not Interested
| # | Customer | Phone | Service | User | Date In | Tax Date | Status | Reminder | Actions |
|---|---|---|---|---|---|---|---|---|---|
📋 Loading... | |||||||||
Today's Call Records
| Customer | Phone | Service | Remarks | Status | Actions |
|---|---|---|---|---|---|
No records for today | |||||
Follow-Up Queue
Pending action needed
| Customer | Phone | Service | Follow-Up Date | Remarks | Actions |
|---|---|---|---|---|---|
No pending follow-ups | |||||
All Reminders
| Customer | Phone | Service | Reminder Date | Reminder Note | Tax Deadline | Status | Actions |
|---|---|---|---|---|---|---|---|
No reminders set | |||||||
User Management
Manage team access and roles
Reports & Analytics
Summary of calling activity
Service-wise Breakdown
| Service | Total | Open | Follow-Up | Completed |
|---|
Agent Performance Report
Calling activity, conversion rates & follow-up discipline
Leaderboard
All Time
| Rank | Agent | Total | Completed | Follow-Up | Open | Not Int. | Conversion | FU Discipline | Avg/Day |
|---|
Service Distribution by Agent
| Agent | Top Service | PL | HL | MF | ITR | Insurance | Other |
|---|
Rate Manager
Edit commission rates for agents & partners · Share instantly via email or WhatsApp
🔴 Mandatory Products
🔵 Incentive / Optional Products
🎯 Bonus Performance Tiers
Tier 1 — Files / Month
files →
% bonus
Tier 2 — Files / Month
files →
% bonus
📜 Rate Change History
No rate changes recorded yet
Document Checklists
Required documents per product — share instantly with customers